Send and Manage Disbursements Directly in Neostella
Send settlements to clients and vendors in seconds right from Neostella.
Here's what it looks like with Neostella and Confido
Manage the entire disbursement workflow from approval to payout without leaving Neostella.
Draft Disbursements
Draft disbursements directly in the Settlement tab in Neostella.
Approve Disbursements
An authorized approver reviews and approves the disbursements in Neostella.
Send Link
Once approved, send a secure disbursement link to the recipient from inside Neostella, so client communications stay organized.
Clients Choose Payment Method
The recipient opens the link, verifies their identity and chooses their payment method.
Funds Delivered
Confido delivers the funds electronically.
Disbursements Stay Connected
Disbursement status updates are automatically synced back to Neostella, so staff can track progress without leaving their existing workflow.
Key Workflows
Your firm manage high case volumes, complex trust accounting, and clients who don't always pay on time. The Confido workflow was built to automate the payment side so your staff can focus on cases, not collections.
Elevate the Client Experience
Exceed the expectations of the next generation of clients, who expect fast, digital payments.
Increase Security and Auditability
Set up dual approval workflows in Neostella, and get a complete audit trail on every disbursement.
Eliminate the Cost of Paper Checks
Replace the cost and staff time associated with printing, mailing, tracking, and reissuing checks with a digital disbursement process that lives in Neostella.
Why Neostella + Confido?
Together, Confido and Neostella help firms collect payments faster, reduce manual work, and improve the client payment experience.
Pay Clients Faster
Deliver settlement funds electronically in seconds instead of waiting days for checks to be printed, mailed, and delivered. Leading to greater client satisfaction and better reviews.
Built in Approval and Audit Trail
Maintain your firm's approval process while keeping a complete record of every disbursement from draft to delivery.
Stay Connected
Monitor the status of every disbursement in real time with automatic updates that keep your case records accurate and your team informed, all in Neostella.
