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About Dibcase Legal Case Management

  • Document Generation with our internal html editor, MS Word merge, and PDF filler
  • Calendar that syncs with Google Calendar with SMS, email, and popup alerts for clients and staff
  • Advanced Task Management with templates
  • Invoice Creation with expense and time tracking
  • Clause Library create your collections of clauses for easy document assembly
  • Income, Expense, and Evidence Tracking across practice areas
  • Two-way SMS (text) messaging
  • Client Portal with two-way messaging, file sharing, and more
  • Contact Manager Rolodex with tags
  • Internal Storage and integrations with DropBox and Google Drive
  • Team Features including productivity tracking, roles, and exportable activities reports
  • Automation Tools New custom process pipelines (with kanban style interface) unlimited boards with aging feature
  • Lead Management with our leads pipeline and user editable stages
  • User Editable Reports across all practice areas
  • Unlimited Digital Intake Forms at no extra cost
  • Send automated SMS & email Messages with our Twilio integration
  • SSD Appeal & Denial Automations for your convenience
  • Pipelines/Processes for tracking case stages and sending automated status updates to clients
  • Client Medical Report makes it easy to update DAS and OHO of recent treatments, conditions, medications, and providers
  • Exportable Statement of Services Rendered for fee petitions
  • Import OHO and AC Case Statuses from SSA spreadsheets for mass case updates
  • Track Medical Providers and medical record requests with dedicated functionality
  • Pre-loaded and Formatted SSD and VA Merge Templates that we maintain for you
  • Custom Fee Tracking Modules can track fees from all sources and create custom reports
  • Interactive Portal enables clients to track their symptoms, update their conditions, providers, tests, send secure messages, upload files, and more

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