Case Work & Client Growth
Plan projects with tasks, milestones, and Gantt schedules. Keep assignments, deadlines, and progress together as work moves forward.
Explore 12,741 occupations in the Selected Characteristics of Occupations (SCO), indexed by Dictionary of Occupational Titles (DOT) code.
A drag-and-drop board that follows prospective clients from first contact to signed case, with the age of every lead in view.
Keep case conversations in shared channels instead of scattered across email and text, with the files and context right beside them.
Automation & AI
Build step-by-step workflows that an AI agent carries out for you. Ready-made workflows such as Find new leads research prospects by practice area and location.
Design “when this happens, do that” automations on a visual canvas, with no AI involved. Preview each design against sample event data.
Assistants that work alongside your team in Dibcase online, using only the tools you allow.
Documents & Time
Map form fields once and reuse them across matters with a library of reusable templates.
Clock in, track activity, and capture time against a case without leaving your workflow.
A living knowledge base for firm procedures, templates, and training, kept beside the work.
A local Dibcase Plugins app for preparing a complete client document packet from one questionnaire. Import Word and PDF files, reuse shared answers, preview the results, and collect electronic signatures.
Client-facing
Give clients a secure, branded view of their case: messages, events, forms, and shared files, with a privacy mode for shared screens.
Don’t see it here? Our team builds bespoke modules on the same Dibcase core, with the same login and data.
ProApp closed beta (invite only) opens October 1, 2026 — one login for Dibcase Core and every module.