The Ultimate SSD Workflow & ERE Automation
From automated ERE downloads to hearing-ready documents.
All with total data sovereignty.
"Excellent solution for solo, small, or mid-size practice case management!"
This software is easy to learn and easy to use. The document generation tool is the most efficient and easy to use of any software I have tried or used. The cost fits any small firm budget but does not lack any of the essential elements of the case management software used by large law firms throughout the country. Highly recommended for any firm seeking to simplify their case management process!...
This software is easy to learn and easy to use. The document generation tool is the most efficient and easy to use of any software I have tried or used. The cost fits any small firm budget but does not lack any of the essential elements of the case management software used by large law firms throughout the country. Highly recommended for any firm seeking to simplify their case management process!...
Lori T.
Attorney
Grow Your Practice with Dibcase
Dibcase brings your firm’s operations into one connected workspace so your team can move faster, communicate better, and keep every case on track.
- Client Communication: Manage email and text outreach in one place to reduce phone volume and keep conversations tied to the right case file.
- Task and Workflow Management: Use customizable task templates and team workflows to standardize execution across your staff.
- Document Production and Control: Create, merge, and manage Word and PDF documents with version visibility and integrated storage options.
- Client Portal: Give clients a secure portal for document sharing, updates, and case-progress visibility.
- Digital Intake: Capture cleaner data with mobile-friendly intake forms tailored to your firm’s process.
- Lead Management and API Connectivity: Track prospects from intake through conversion and connect directly with external lead sources.
- Billing and Reporting: Support revenue operations with invoice tools and firm-wide reporting on productivity and outcomes.
- Operational Dashboard: Monitor tasks, hearings, and recent case activity with real-time visibility.
- Contacts and Agency Resources: Maintain a centralized contact directory with quick access to key SSA and VA reference data.
- Automatic Updates and Integrations: Stay current with product updates and connect with tools such as Microsoft 365 and Google Workspace.
The Dibcase ERE Tool: SSA Workflow Automation at Scale
The Dibcase ERE Tool is a Windows desktop application built for high-volume SSA ERE work. It helps reps and support staff run reliable download and upload workflows while keeping document control in your hands.
- Rep and CSR Workflow Support: Separate rep-focused operations from support workflows so teams can collaborate with the right level of access.
- Local Folder Sync Control: Use your preferred local folder structure, including shared sync paths, to keep records accessible and organized.
- Session-Aware ERE Connectivity: Maintains stable login/session handling for day-to-day ERE operations.
- Batch Queue Processing: Run multi-SSN workloads with safeguards, status visibility, and run-level logging.
- Flexible Download Options: Support normal pickups, full-folder retrieval, and full-exhibit pulls based on case need.
- Staged Upload Management: Stage and verify files before upload with confirmation capture and audit-friendly history.
- Client File Index and In-App Viewer: Review indexed client files quickly from a centralized interface.
- Recent Document Visibility: Track document activity by client, date, and section for better follow-up and coordination.
- Dashboard and Export Tools: Monitor hearings and case movement, then export data for internal analysis and reporting.
- License and Firm Controls: Enforce rep authorization, firm scope, trial/paid periods, and SSN limits with machine-level activation.
Affordable pricing, built for growth: plans scale from approximately $3-$5 per active client, compared with alternatives that can run near $15 per client.

