Create folders, navigate, and open Dropbox and GDrive files from Dibcase
Exchange files and messages securely through our portal
Request files from clients and share case updates via our portal
Clients can upload documents, notices, and records directly into their portal
256-bit AES and SSL/TLS encryption
Email and alert notifications when clients upload documents
Report Builder
Use our reports or create your own
Generate reports from client, mudules (practice areas), contacts, tags, and more
Get counts of cases that match your custom criteria
Export reports to Excel
Examples included reports : Initial claims pending over 180 days, cases with outstanding fees, leads older than 30 days, and much more
Reports cover any practice area and are completely user editable
Import Your OHO and A/C Spreadsheets (SSA)
You can update your cases by simply downloading your spreadsheets from the SSA ERE website. You will save time and avoid any mistakes thanks to this Dibcase-exclusive functionality.
Lead Stages
Processing leads efficiently and effectively is critical to running your business. With Dibcase you can:
Customize lead stages
Rearrange and re-order stages
Move matters via kanban style cards
Convert leads to active clients with a single click
Integrated Communications
Communicate more effectively with Dibcase:
Dibcase email boxes included with all subscriptions
Send email from Dibcase or forward to your Dibcase inbox
Manage messages with our integrated email manager
Automated time entries added when messages are sent and received
Merge client and claims data with email and SMS templates
"I made the switch to dibcase a few months ago. It is a great program. Lot of integration with forms-and dropbox. The setup is great. Powerful program.
Customer service has been superb!
So far-I do not for-see switching again."