Product Update
ACT Tool JSON Creation Now Built Into the ERE Tool
We’ve integrated ACT Tool `.json` creation directly into the ERE Tool so your team can generate required files in the same workflow used for ERE processing.
What’s New
- Native `.json` creation inside the ERE Tool interface.
- chatGPT integration allows you to use the latest fronter models to create chronologies, summaries, and briefs
- Case data stays in one connected workflow from prep to processing.
- Improved consistency across team members and case runs.
Benefits for Your Firm
- Faster processing with fewer handoffs between tools.
- Reduced manual errors caused by duplicate entry steps.
- Better operational control for high-volume ERE work.
- Cleaner, repeatable workflow for reps and support staff.
Available now in the latest ERE Tool update.
View Medical Records and ERE Documents In-App
The Dibcase ERE Tool
The Dibcase ERE Tool is a Windows and Mac desktop application that helps Social Security disability firms manage their own SSA ERE workflows. Your staff remains in control of ERE access, downloads, uploads, syncing, and verification — while the tool helps organize the process, reduce manual tracking, and keep document control in your hands.
Unlike managed ERE services, the Dibcase ERE Tool is not a done-for-you download service. It is software your firm uses to perform its own ERE work more efficiently, without per-case download charges, outside credential sharing, or managed-service dependency.
View the Dibcase ERE Quick Start Guide
What the ERE Tool Helps Your Firm Do
- Manage ERE work in-house: Give your staff a structured desktop workflow for handling ERE downloads, uploads, reports, and document organization.
- Keep SSA credentials under firm control: Users access ERE with their own authorized credentials. Dibcase does not request, collect, or store SSA usernames, passwords, or two-factor codes.
- Designed for high-volume SSD practices: Built to support firms managing large active caseloads, with capacity for up to 10,000 clients.
- Import clients from SSA spreadsheets: Add clients manually or import them from SSA reports and spreadsheets to reduce duplicate data entry.
- Download and organize ERE records: Support normal pickups, full-folder retrieval, and full-exhibit pulls based on case need.
- Stage and track uploads: Prepare files for upload, verify them before submission, capture confirmations, and maintain an audit-friendly history.
- Sync data on your schedule: A designated person at your firm can run downloads, sync activity, and keep case information current.
- Use local folder control: Store and organize records using your preferred local folder structure, including shared sync paths, Dropbox, or Google Drive workflows.
- Separate rep and support workflows: Help representatives and support staff work from the same organized system while maintaining role-appropriate responsibilities.
- Track recent document activity: See recent documents by client, date, and section so your team can follow up more efficiently.
- Review files inside the app: Use the client file index and in-app viewer to quickly locate and review downloaded records.
- Use ChatGPT with your own API key: Generate medical chronologies, summaries, briefs, and other documents using your firm’s API key and Dibcase prompt library.
- Monitor case activity and export data: Use dashboard and export tools to review hearings, case movement, and internal workflow activity.
What It Is Not
- It is not a managed ERE download service.
- It is not outsourced ERE staffing.
- It does not replace your firm’s duty to verify SSA submissions and deadlines.
- It does not require your firm to share SSA credentials with Dibcase.
- It is not priced per downloaded case.
The Dibcase ERE Tool is built for firms that want to keep ERE work inside the firm while giving staff better software, better organization, and a predictable monthly cost.
Windows, Mac, & Linux Versions
Beta Coming Soon...
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.

