Bring your own email addresses into Dibcase Pro and access email within your practice workspace.
- Connect your own email addresses
- Add multiple addresses
- Access email inside Dibcase
Case Work
Tools & modules
Explore the plugins coming to Dibcase.
Case Work & Client Growth
Project
Coming soonPlan projects with tasks, milestones, and Gantt schedules. Keep assignments, deadlines, and progress together as work moves forward.
- Assign tasks with dates, priorities, and progress
- Plan milestones and task dependencies
- Review Gantt schedules and calendar views
Case Work
DOT Tool
Coming soonExplore 12,741 occupations in the Selected Characteristics of Occupations (SCO), indexed by Dictionary of Occupational Titles (DOT) code.
- Search by job title or DOT code
- Filter strength, SVP, and 33 physical and environmental ratings
- Organize selected jobs in List, Grid, Kanban, or Timeline views
Case Work
Leads Pipeline
A drag-and-drop board that follows prospective clients from first contact to signed case, with the age of every lead in view.
- Rename, add, and reorder stages to fit your intake
- Separate pipelines for each product or service
- Stage shows on the contact record
Client Growth
Team ChatIllustrative preview
Automation & AI
Team Chat
Coming soonKeep case conversations in shared channels instead of scattered across email and text, with the files and context right beside them.
- Named channels; invite only the people who need in
- Attach files, quote replies, and react
- Unread badges so nothing gets missed
Case Work
Agent Workflows
Coming soonBuild 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.
- Reusable workflow containers
- Evidence checked before anything is imported
- Approval steps keep you in control
Automation & AI
Automations
Coming soonDesign “when this happens, do that” automations on a visual canvas, with no AI involved. Preview each design against sample event data.
- Triggers: manual, event, or incoming webhook
- If/else branches on event fields
- Actions: contacts, notes, SMS, calendar, Zapier
Automation & AI
Documents & Time
AI Agents
Coming soonAssistants that work alongside your team in Dibcase online, using only the tools you allow.
- Reads dashboards, tasks, and inbox without changing them
- Asks for approval before writing files or submitting forms
- A shared, redacted App Log of what it did
Automation & AI
PDF Editor
Coming soonMap form fields once and reuse them across matters with a library of reusable templates.
- Reusable templates with mapped fields
- Tags and practice-area filters
- Project backup, import, and restore
Documents & Time
Timekeeper
Coming soonClock in, track activity, and capture time against a case without leaving your workflow.
- Timers tied to a matter
- Always visible in the sidebar
- Entries ready for billing
Documents & Time
Formo — Document Packets & E-Sign
Coming soonA 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.
- Fill shared answers once across Word and PDF documents
- Capture signatures and initials by typing, drawing, or uploading
- Save signed PDFs with signing reports and an audit history
Documents & Time
Client-facing
Wiki
Coming soonA living knowledge base for firm procedures, templates, and training, kept beside the work.
- Write down how your firm does things
- Onboard new staff faster
- Update once, everyone sees it
Documents & Time
Client Portal
Give clients a secure, branded view of their case: messages, events, forms, and shared files, with a privacy mode for shared screens.
- Firm announcements and upcoming events
- Secure messages, forms, and file sharing
- English and Spanish
Client Portal
Get updates on upcoming plugins.
ProApp closed beta (invite only) opens October 1, 2026 — one login for Dibcase Core and every module.