Document Assembly

  • Use our template editor or import your custom PDF documents
  • Includes standard SSA & VA forms and you can import your own
  • Merge fields from client, claims, 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 document 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 the Dropbox desktop or mobile app with clients.
  • Request files from clients and share case updates
  • Clients can upload documents, notices, and records from their phone to their secure Dropbox folder.
  • 256-bit AES and SSL/TLS encryption
  • HIPAA compliance & 2-Factor authentication options
  • Email notifications when clients upload or comment on documents

*Requires Dropbox or Google Drive Subscription


Exclusive Report Builder

  • Use our reports or create your own
  • Generate reports from client fields, claims, 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


Import Your OHO and A/C Spreadsheets

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


Integrated Communications

Communicate more effectively with integrated Email and text messaging:

  • Dibcase email boxes included with all subscriptions
  • 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
"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
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