*New Account Registration Link*

  • Once you register your account, please utilize the help resources below.
  • Please schedule a demo or sales call if you sign up for a free trial.
  • New accounts must be authorized before activation.
  • Contact us to see if you qualify for a free account

  • Use our onboarding help app to learn important workflows

  • In-AppHELP



    Support Procedures

    1. The best way to submit bug reports is here - Our dev team reads the bug reports

    2. For emergency issues, please register with the chat system on this website so we know how you are and we can responder faster

    3. For non-emergency issues, please email us at support@dibcase.com

    4. Visit our community page for helpful articles and instructions Here (https://community.dibcase.com/)

    Free Training Resources
    Sort Training Resources

    Click the button to sort the training resources by category:

    Category Subject In-App Help Forums Resource User Manual Notes
    Webinar Web Forms and Custom Field Groups 10/14/2021 - - Video - -
    Document Generation Document Merge Templates With Word - Article Video - -
    Forms Using Client Forms - Article Video - -
    Manuals Dibcase User Manual - 09/2021 - - Word - -
    Case Management ODAR & AC Importing - Article - - -
    Email & SMS Email & SMS Yes Article Video - -
    Intakes Lead Stages Yes - Video - -
    Forms Creating Custom Intake Forms - Article - Yes -
    Case Management Creating Custom Field Groups and New Practice Areas - - - Yes -
    Case Management SSA Appeal & Denial Automations - - - - Coming Soon
    Case Management Adding Notes and Billable Time Entries - - - - Coming Soon
    Reports Report Generation Yes Yes Video - -
    Portal Client Portal Guide - - PDF - -
    Portal Staff Client Portal Guide - - PDF - -
    Setup Adding Employees Yes - - Yes -
    Contacts Adding Contacts Yes Article Video - -
    Document Generation Basic Document Generation Using Templates Yes Yes Video - -
    Document Generation Advanced PDF Document Editing Yes Article Video - -
    Document Generation Dibcase Merge Fields Yes Yes PDF - -
    Document Generation Adobe E-Sign Yes Yes Video - -
    Setup Importing clients Yes Yes - Yes -
    Setup Firm Settings Yes Yes - Yes -
    Navigation Searching for Clients, Leads, & Contacts Yes - - - -
    Portal Client Portal Demonstration - - Video - Coming Soon
    Setup Onboarding Checklist - - Word - -
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