Use our Custom Modules to create new practice areas and track custom workloads... Document Generation Don’t settle for word templates or PDF documents that are not editable once createdUse our template editor for letters, paste from word, or import your custom PDF documentsIncludes standard SSA & VA forms import your ownMerge 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 documentsRobust 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 DibcaseExchange files and messages securely through the Dropbox desktop or mobile app with clients.Request files from clients and share case updates via our portalClients can upload documents, notices, and records from their phone to their secure Dropbox folder or our portal256-bit AES and SSL/TLS encryptionEmail notifications when clients upload or comment on documents*Requires Dropbox or Google Drive Subscription Report Builder Use our reports or create your ownGenerate reports from client, mudules (practice areas), contacts, tags, and moreGet counts of cases that match your custom criteriaExport reports to ExcelExamples included reports : Initial claims pending over 180 days, cases with outstanding fees, leads older than 30 days, and much moreReports 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 stagesRearrange stagesMove matters via Kanban style cardsIf 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 subscriptionsSend email from Dibcase of foward to your Dibcase inboxManage messages with our integrated email managerAutomated time entries added when messages sent and receivedMerge client and claims data with email and SMS templatesCreate your own email and SMS templatesSend case updates via email or text message Start Feature Tour "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 Contact Us