Electronic Disbursement
Pay everyone, from one screen.
Pay the client, the lienholders, and your firm from one screen, balanced to the cent and all on a single record. Connect your IOLTA and we handle the rest.
Request a demoHow it works
Prepared, then released under control.
Prepare the whole payout
One screen with every payee from the locked settlement: the client, each lienholder, your case costs, and your fee, funded from trust or operating and reconciled to the cent. Nothing is hand-keyed, and a single cent off won't release.
Release it under control
The client e-signs the statement, an attorney authorizes the release, and the payments go out from your own trust account, each one recorded. It's the attorney's call, it's revocable, and every step is on the audit trail.
Built for trust accounting
Fast to pay, safe to defend.
Everyone on one screen
The client, every lienholder, your case costs, and your fee. Every payee on the settlement, in one place, with the amount from the plan.
Balanced to the cent
The payout is reconciled against fees, costs, liens, and client net. A single cent off, or a stale plan, and nothing releases.
The client signs first
No disbursement can even be authorized until the client has e-signed the settlement statement. The order is enforced.
The attorney's authorization
Funds release only when an attorney authorizes it, and it can be revoked. Releasing trust money is the attorney's call, on the record.
One record for the matter
Every dollar in and out of trust for the case on a single ledger with a running balance, ready to print or export. Reconciliation stops being a chore.
A defensible audit trail
Every authorization, approval, and payment is written to an immutable record, with separation of duties enforced, the history you can stand behind if it's ever questioned.
Your bank, your IOLTA
Pay from the bank you already use.
You keep your IOLTA and the bank you already use. We connect it for you, so paying the client and every lienholder becomes one seamless step, from one screen, on one record. Electronic payment is rolling out with our banking partner, encrypted, access-controlled, and fully audited. Reach out and we'll get your firm set up.
Close the case, not the risk.
Get the client paid faster, and keep every dollar of trust money defensible.
Request a demoQuestions, answered.
Electronic payment runs from your own IOLTA once it's connected. We're rolling this out with our banking partner, so reach out and we'll set your firm up to disburse from the bank you already use. Everything up to the release, the plan, the balancing, the sign-off and authorization, works today.
The payout has to balance to the cent, the client has to have e-signed the statement, and an attorney has to authorize the release. Miss any one of those and it stays locked. You can't disburse a plan that doesn't reconcile.
Only an attorney or admin with authorization rights, and never the same person who prepared the batch. Separation of duties and dual approval are enforced in the software, so no single person can move trust money alone.
Every matter's funds sit on their own ledger, you can't disburse against money that hasn't cleared, and every action lands on an immutable audit trail. It's the discipline your trust-accounting rules expect, built into the workflow instead of left to a spreadsheet.
No. You keep your IOLTA and the bank you already use. We connect to it so disbursements run from your own trust account. Reach out and we'll set it up.