Document Assembly

  • Use our internal template editor or import your customized PDF documents
  • Includes standard SSA forms and your can import your own
  • Merge fields from client, claims, contacts, and custom fields directly into your 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

  • Attach documents created with our template editor directly to the client
  • Dropbox and Google Drive integrations allow to view files from within the application and synchronize your files for easy access


Calendar and Task Management

  • Automated time entries are added to clients whenever you schedule appointments
  • Integrates with Google Calendar so you can see your tasks due and daily agenda on any device.
  • Calendar events and appeal deadlines appear on dashboard and calendar
  • Task templates can standardize workflows and can be easily attached to intakes, appeals, and more.


Import Your OHO and A/C Spreadsheets

Simply download your spreadsheets from the SSA ERE website and Dibcase will auto-update all of the cases for you.

This will save your firm a ton of time and eliminate data transcription errors.


List Based Design

Sort and filter your clients and claims (shown) by:
Practice Area / Custom Field Group
Tags
Representative
Case Manager
Claim Level
Status (all, active, inactive, deferred, closed)
Pending Fees
Representation Status
Appeals
Easy export in .csv format for printing and further analysis

 

"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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