Trust-compliant disbursement. Automated.
Disbursely moves settlement funds from your firm's trust account to clients, medical providers, lienholders, and your firm — over ACH, wire, or printed check — with matter-level records and a complete audit trail behind every action.
Fewer manual steps. Balanced distributions. Recipients paid faster.
Built for the way trust funds are actually handled.
State bar rules are unambiguous: client trust funds cannot be commingled with operating funds, every dollar must be traceable to a client matter, and records must withstand an audit. Disbursely is structured around those requirements rather than layered on top of them.
Funds stay segregated
Settlement funds originate from your firm's IOLTA or designated trust account and pay each recipient directly. No intermediary operating account sits between the trust and the payee.
Matter-level records
Every deposit, disbursement, and reimbursement is recorded against an individual client matter. Distribution totals are validated against the gross settlement, and an accounting user must confirm the matter's trust balance before funds are released.
Complete audit history
Case creation, edits, approvals, and payment releases are each logged with before and after values, a timestamp, and the acting user. The record is built to support bar record-keeping requirements and internal review.
Reporting and verification
Payment status is tracked across every disbursement, from initiated through settled. Reports on released settlements, coding breakdowns, and payment timelines give your team visibility without logging into the bank portal.
Funds move from trust straight to the recipient.
Every disbursement is initiated from your trust account through your bank's payment rails. No intermediary accounts, no re-keying account numbers into a bank portal, no manual check runs.
- Standard and same-day ACH for electronic disbursements
- Wire transfer for immediate, large-value payments
- FedNow for real-time settlement where your bank supports it
- Check printing and USPS mailing initiated from the same workflow
- Payment status tracked from initiation through settlement
- Returned and failed payments flagged automatically
Everything the settlement workflow needs.
From case creation through final payment, with role-based controls at every step and nothing that requires a second system to finish.
Case management
Track cases from draft through payment release. Upload the settlement statement and view it alongside the disbursement sheet as you build it.
Line-item disbursements
Break each settlement into attorney fees, client proceeds, medical liens, and case costs, with automatic balance validation against the gross amount.
Trust reimbursements
Record transfers from trust and case expense accounts back to the operating account alongside disbursements, with full coding support.
Role-based access
Legal, accounting, accounting manager, and administrator roles, each scoped to your firm with precise permissions to create, approve, and release.
Accounting codes
Map each case and line item to your chart of accounts. Case-level and line-level codes merge automatically when the transaction is created.
Reporting and export
Export settlement reports with full disbursement detail, accounting codes, payment methods, and current status. Track every dollar from approval to confirmation.
Four steps from settlement to payment.
A linear, approval-gated sequence. Every dollar is coded, reviewed, and released in order, with the required checks enforced at each transition.
Draft
Create the case, upload the settlement statement, enter line items, and assign payees, payment methods, and accounting codes.
Submit
Submit for approval. Disbursely confirms the distribution balances against the gross settlement and that required fields are complete.
Approve
Authorized reviewers approve the distribution. Transactions are staged with their accounting codes attached and ready for release.
Release
Payments are initiated from the trust account over ACH, wire, or FedNow, or a check is printed and mailed. No manual bank portal work.
Fits the books your firm already keeps.
Every released settlement exports with its full coding detail, structured to match how your general ledger is organized. Post it once, mark it posted, and move on.
- Structured export of every disbursement with case and line-level codes
- Per-line posted flag so your team knows exactly what has hit the GL
- Chart-of-accounts values configured to match your firm's setup
- Payee and vendor records maintained in one place
- Payment status and settlement dates included on every export
The case isn't closed until the money arrives.
Clients don't judge the last step of their case by the paperwork. They judge it by when the money shows up. Disbursely gives your firm a faster, clearer payment experience to hand the client, and takes the administrative weight off the people responsible for getting it right.
Locked down from login to ledger.
Trust funds deserve the same handling standards as the accounts they sit in.
Invite-only access
No self-registration. Users join through a secure invitation that assigns their role, and that role determines what they can view, submit, approve, and release.
Server-side credentials
Bank and accounting credentials are held server-side and never exposed to the browser. Payment initiation and data sync run through authenticated backend calls.
Encrypted end to end
Data is encrypted with AES-256 at rest and TLS 1.3 in transit. Account numbers, routing numbers, and settlement amounts carry additional field-level encryption.
Ready to modernize settlement disbursements?
Stop moving payments between spreadsheets, accounting systems, bank portals, and check printers. See how Disbursely takes a settlement from approval to recipient payment in one workflow.
Schedule a Demo