Dibcase Legal Case Management Description
Robust security measures are implemented on the AWS cloud infrastructure, utilizing servers and databases located in the United States, along with daily backup protocols to ensure data integrity. The platform offers sophisticated document generation capabilities, featuring an internal editor and the option to import PDF merge forms. Users can create documents and forms that are compatible with e-signature services, including popular options like Adobe E-Sign. Advanced task management tools are available, complete with customizable templates and sub-task functionalities. The system allows for meticulous tracking of income and expenses across various practice areas. Additionally, it provides a client portal that facilitates two-way messaging, file sharing, and other interactive features. A contact manager is included, functioning like a digital Rolodex with tagging capabilities for easy organization. Time-tracking features come with exportable notes for seamless reporting. Internal storage is complemented by integrations with cloud services such as Dropbox and Google Drive. The platform also supports team collaboration with features like productivity tracking, role assignments, and reports that can be exported for review. A comprehensive lead management system is in place, complete with a leads pipeline and customizable stages for user convenience. Users benefit from pre-loaded and formatted SSD and VA merge templates that are maintained by the service. Customizable reports across all practice areas are readily available for user editing. Digital intake forms can be created without limits, incurring no additional costs, and automation tools are provided for SSD appeals and denial processes to enhance operational efficiency. Overall, this platform is designed to streamline various tasks and enhance productivity for its users.
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Dibcase Legal Case Management Features and Options
Legal Case Management Software
Dibcase Legal Case Management User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Exceptional case management program! Date: Jan 20 2021
Summary: The software is extremely easy and has provided a great tool to manage the workflow and tasks for clients. The program provides the same if not better management than the companies servicing large firms so for the cost, it provides smaller firms with efficiency and excellence without the prohibitive price tag. Highly recommended for anyone needing case management software!
Positive: The ease of use and the cost make this the perfect solution for my small practice. As a solo practitioner, I look for ways to save time and provide the most excellent service to my clients. Dibcase provides a way to not only save time and money, but provide the best representation and organization for their cases.
Negative: There have been no parts that I do not like at this time. The integration of other practice areas and the addition of more documents to the generation tool will be an exciting addition for any firm growing their practice into other areas.
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