DibCase

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.