Advanced Security on the AWS cloud platform. US-based servers and databases with daily backups ensure reliability and compliance.
Powerful Document Management:
* Advanced internal editor or import with PDF merge forms.
* Create e-signature compatible documents and forms for popular services such as Adobe E-Sign.
Task & Workflow Automation:
* Advanced task management with templates and sub-tasks.
* Lead management with its pipeline and user-editable stages.
* SSD Appeal & Denial Automations for added convenience.
Financial & Practice Tools:
* Income & expense tracking across practice areas.
* Pre-loaded and formatted SSD and VA merge templates maintained for users.
* User-editable reports across all practice areas.
Client & Team Collaboration:
* Client portal with two-way messaging, file sharing, and more.
* Contact Manager Rolodex with tags.
* Time-tracking and exportable notes.
* Internal storage plus integrations with Dropbox and Google Drive.
* Team features including productivity tracking, roles, and exportable activity reports.
Digital Intake Forms:
* Unlimited forms at no extra cost.
Αποποίηση ευθύνης: Το WebCatalog δεν συνδέεται ή σχετίζεται με, ούτε έχει εξουσιοδοτηθεί ή εγκριθεί από, ή έχει οποιαδήποτε επίσημη σχέση με το DibCase. Όλα τα ονόματα προϊόντων, τα λογότυπα και οι μάρκες αποτελούν ιδιοκτησία των αντίστοιχων κατόχων τους.
