- 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
- 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
Status (all, active, inactive, deferred, closed)
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."