A Suite of Tools To Help You Win More Cases and
Make More Money
Document Generation
- Use our template editor for letters, paste from Word, or import your custom PDF documents
- Includes standard SSA & VA forms import your own
- Merge fields from client, matters, contacts, and custom fields directly into your documents. We update the forms for you so they’re always up to date.
- Use your custom header and add your signature to documents
- Robust template editor allows you to create your own documents from scratch or use our library of included samples to get you started.
- Use our Document Manager to easily search for and organize your documents by tags such as favorites.
- Copy and paste from Word documents directly into the template editor
Document Storage, Client Communication, & File Sharing*
- 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)
Simply download your spreadsheets from the SSA ERE website and Dibcase will auto-update all hearing or appeals council related fields for you.
This Dibcase exclusive feature will save your firm a ton of time and eliminate data transcription errors.
Lead Stages
Processing leads efficiently and effectively is critical to running your business. With Dibcase you can:
- Create your own lead stages
- Rearrange stages
- Move matters via Kanban style cards
- If you need more flexibility, you can create a custom leads pipeline for any practice area using our custom pipelines feature.
Integrated Communications
Communicate more effectively with integrated Email and Text Messaging:
- 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 sent and received
- Merge client and claims data with email and SMS templates
- Create your own email and SMS templates
- Send case updates via email or text message
- Communicate via two-way SMS messaging
"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."
Teri M.
EDPNA