Dibcase is Your Complete Case Management Solution, From Intake to Invoice
Document Generation
- Use our template editor for letters, paste from Word, or import your custom PDF documents
- Includes standard SSA & VA forms or import your own
- Merge fields from client, matters, contacts, and custom fields directly into your documents.
- Use your custom header and add your signature to documents
- Robust template editor allows you to create your own documents or use our library of included templates 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
Internal 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 for any practice area
- Get counts of cases that match your custom criteria
- Medical records reports
- 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)
You can update your cases by simply downloading your spreadsheets from the SSA ERE website. This will save you time and avoid any potential conflicts using 3rd party vendors.
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
- Use with our pipelines feature to send automated SMS messages
Integrated Communications
Built-in Text Messaging
- Send and receive text message from the client’s page and get notifications when incoming messages are received
- 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
"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