From Intake to Invoice, Dibcase is Your Complete Case Management Solution

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)

To protect your client’s privacy, you can manually update cases by simply downloading your spreadsheets from the SSA ERE website. Our ERE import automation will auto-update all hearing or appeals council related fields for your cases.

This Dibcase exclusive feature will save your firm time and eliminate potential errors.

This totally secure method of updating your cases doesn’t require you to share your SSA login credentials with any 3rd party vendors that may monetize your data.


Lead Stages

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
  • 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

© Copyright Dibcase Software, LLC 2019. All right reserved.