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CloseoutPay

Pay every lienholder and client, electronically.

The client reviews and signs over a magic link. Then Closeout pays every lienholder and the client by ACH or check, each payment reconciled and recorded. No trips to the bank.

CloseoutPay

Johnson v. Allstate

Transfer from

IOLTA Trust Account

Bank of America · ****4127

Attach to a lien

Memorial Hospital

Hospital lien · ACH ready

$11,300

BCBS Texas

ERISA · ACH ready

$8,420

Medicare (BCRC)

Government · paper check

$3,200

Send payment to

From

IOLTA Trust · ****4127

To · Attached lien

Verified

Memorial Hospital

Hospital lien · matches lien of record

BankWells Fargo Bank, N.A.
Account****8420 · Checking
Routing011000028
MethodACH · 1–3 business days
MemoJohnson v. Allstate · Lien #4

Amount

$11,300.00

$11,300.00

Sent

to Memorial Hospital

ACH · Apr 30 · Confirmation #ACH-2401

Sealed in audit trail

The problem

The money side is where the case stalls.

The case settled weeks ago and the statement is ready. But the client hasn't come in to sign, the lienholder check waits on a trip to the bank, the bookkeeper reconciles by hand, and a hand-keyed payment is one transposed digit from a problem. The work is done. The money is just stuck.

What it does

The whole money side, electronic.

Review and sign

The client signs from their phone.

The client gets a secure magic link by email, no app and no account. Identity verified by date of birth and last four. They review the disbursement statement and sign in three taps.

Payment

Pay everyone from inside Closeout.

ACH or check to every verified lienholder and the client. No trip to the bank, no follow-up call to confirm receipt. Funds settle in two business days.

Books

Reconciled the moment it is paid.

Each disbursement is reconciled automatically against the lien it paid down. No manual ledger, no unbalanced disbursement slipping past. Your bookkeeper opens Closeout to a clean ledger.

Audit

A record that holds up later.

Every signature, transfer, and confirmation logged with timestamps and HMAC-signed certificates. A defensible record if a payment is ever questioned, complete the moment the case closes.

How it works

Settled to disbursed in four steps.

01

Send review link

Magic link, ID verified

02

Client signs

Phone or desktop, no account

03

Disburse

ACH or check to everyone

04

Reconcile

Auto-matched in the ledger

Outcome

From signature to settlement, in days, not weeks.

See CloseoutPay handle a real disbursement.

Request a demo