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Grow Your Practice with Dibcase

Dibcase gives Social Security disability firms a connected workspace for managing ERE activity, client files, case status changes, document review, uploads, reporting, and AI-assisted workflows from one organized desktop environment.

• Dashboard Case Monitoring: Review tracked cases, upcoming hearings, recently scheduled matters, visible decisions, pending appeals, recent documents, and case changes from a centralized dashboard.
• Spreadsheet-Driven Case Inventory: Use downloaded SSA status reports as the foundation for active case tracking, client status updates, hearing information, case transitions, and operational reports.
• All Clients Workspace: Search, filter, and review active, archived, decision, and report-based client lists with customizable columns and persistent table preferences.
• Client Page Command Center: Work from a single-client profile with case information, hearing data, document history, ERE sync status, internal notes, appeal deadlines, tags, lifecycle controls, and file actions.
• Client Notes and File History: Save searchable internal notes, export notes to CSV or PDF, review downloaded documents and uploads, and maintain a clearer local history of client activity.
• Calendar and Deadline Visibility: Track hearings, appeal deadlines, CE appointments, case status dates, and other spreadsheet-derived events in day, week, month, and agenda views.
• Operational Reporting: Build, edit, group, sort, save, and reopen custom reports, including hearing-level reports, stale case reports, and other firm management views.
• AI-Assisted Review: Use Dashboard AI, Client AI, AI Prompts, and AI Doc Assembly to query client data, selected JSON files, PDFs, spreadsheets, and saved prompt libraries.
• Shared Firm Workspace: Keep settings, indexes, reports, download manifests, upload manifests, staged uploads, and client folders aligned through a shared firm data root.
• Webhook Connectivity: Send selected events to outside systems such as Dibcase, Zapier, Make, CRMs, or custom firm endpoints when cases change, reports download, files are added, uploads submit, or runs complete.

The Dibcase ERE Tool: SSA Workflow Automation at Scale

The Dibcase ERE Tool is a Windows desktop application built for high-volume SSA ERE operations. It helps representatives and support staff download reports, compare ERE file indexes, identify new documents, stage uploads, request full files, and preserve firm-controlled records through a server-style workstation workflow.

• Controlled ERE Connection: Use a Chrome-based ERE automation session with session verification, login status visibility, representative controls, and safeguards against overlapping runs.
• Representative-Based Workflows: Manage active representative profiles, credentials, queues, downloads, upload history, licensing, and firm scope so work is performed under the correct rep.
• Daily Run Queue: Build an active sync queue from clients with saved SSNs, skip archived or no-match clients, preview selected cases, and run downloads with live status visibility.
• Smart ZIP Refresh: Refresh local client folders from ERE ZIP packages and flag documents that were not seen in prior downloads.
• Target New Documents Beta: Compare ERE index snapshots to detect newly appearing documents, prefer friendly ERE document names, and avoid unnecessary full ZIP churn when individual document retrieval is available.
• Real Document Date Handling: Recent Documents prioritizes actual ERE document dates and avoids treating ZIP download dates as medical or exhibit document dates.
• Client ERE Sync: Refresh one client’s ERE index state, compare Case Documents, Exhibit List, and Multimedia sections, and see what ERE currently lists before deciding what to download.
• Full File Queue: Stage and run complete case file requests for one or more clients when a full file is needed instead of a routine incremental refresh.
• Staged Upload Management: Prepare files before submission, confirm client and document metadata, run pending uploads, capture confirmation details, and preserve upload history.
• Upload Safety Checks: Verify SSNs, local files, upload-compatible filenames, document type, retained attachments, form data, and confirmation information before and after ERE submission.
• Report Download Automation: Download SSA status spreadsheets, parse case rows, update snapshots, detect transitions, create operational history, and optionally auto-stage ZIP refreshes after report changes.
• Scheduled New Document Checks: When enabled on the server workstation, the app can refresh reports, compare ERE index snapshots, and identify newly appearing ERE documents on a scheduled interval.
• Local Index and File Control: Maintain a local/shared ERE index, parse saved SSA index.html data, preserve friendly document labels, connect PDFs to client folders, and support backup and repair workflows.
• Secure Handling of Sensitive Data: Store credential-like values separately where possible, avoid broad exposure of full SSNs, sanitize webhook payloads, and keep firm document control local to the workstation/shared folder model.

Affordable pricing, built for growth: plans scale with your firm and include a 30-day free trial. Compare with alternatives that can run near $15 per client.