What is Dibcase Legal Case Management?
The AWS cloud infrastructure incorporates strong security protocols, leveraging servers and databases in the United States, and implements daily backup procedures to maintain data integrity. This platform boasts advanced document generation features, which include an internal editor and the capability to import PDF merge forms. Users can create documents and forms that work seamlessly with e-signature solutions, such as Adobe E-Sign. It also offers sophisticated task management tools with customizable templates and the ability to create sub-tasks for better organization. The system enables detailed tracking of income and expenses across different practice areas while providing a client portal that supports two-way communication, file sharing, and various interactive functionalities. Additionally, a contact manager serves as a digital Rolodex with tagging options for efficient organization. Features for time tracking come equipped with exportable notes, ensuring smooth reporting processes. Internal storage is enhanced through integrations with cloud platforms like Dropbox and Google Drive, promoting accessibility. Team collaboration is encouraged with features for productivity tracking, role assignments, and exportable reports for comprehensive reviews. A thorough lead management system is integrated, offering a leads pipeline and customizable stages for user flexibility. Users are provided with pre-loaded and formatted SSD and VA merge templates, which are continuously updated by the service. Customizable reports for all practice areas allow for user modifications as needed. Furthermore, digital intake forms can be generated without limits and at no extra cost, while automation tools are available to streamline SSD appeals and denial workflows, ultimately improving operational efficiency. This platform is meticulously designed to enhance productivity and simplify various tasks for its users while fostering a collaborative environment.
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Dibcase Legal Case Management Categories and Features
Legal Case Management Software
Dibcase Legal Case Management Customer Reviews
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Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Exceptional case management program!
Date: Jan 20 2021SummaryThe 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!
PositiveThe 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.
NegativeThere 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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