The Dibcase ERE Tool: SSA Workflow Automation at Scale
The Dibcase ERE Tool is a Windows & Mac 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 with a 30-day free trial, Compare with alternatives that can run near $15 per client.
ERE Tool FAQ
The ERE Tool helps Social Security disability representatives securely retrieve, organize, and store case data from SSA's ERE portal in an SSA-compliant way.
No. Dibcase CRM is not required to use the ERE Tool.
Not at this time. The ERE Tool is currently separate from Dibcase CRM and does not require a Dibcase CRM account.
The ERE Tool is built for Social Security disability attorneys, advocates, representatives, paralegals, and staff who work with SSA electronic records.
No. The ERE Tool is designed for SSA disability cases and records from SSA's ERE portal.
The ERE Tool securely retrieves, organizes, and stores data and documents from SSA's ERE portal so authorized users can manage case records more efficiently.
Yes. The tool is designed to help organize ERE case data and documents after they are retrieved from SSA's portal.
Yes. Secure storage is a core purpose of the ERE Tool, with workflows designed around SSA compliance requirements.
The ERE Tool is designed to support SSA-compliant retrieval, organization, and storage of ERE portal data.
No. The tool supports compliant workflows, but representatives and firms remain responsible for following SSA's current rules, policies, and access requirements.
Yes. The tool can support authorized team members who help retrieve, organize, or manage SSA case records.
The ERE Tool helps reduce manual work, keeps ERE data organized, and supports secure storage practices for sensitive SSA records.
