Dibcase ProApp closed beta opens October 1, 2026 — invite onlyRequest an invite →Dibcase ProApp closed beta opens October 1, 2026 — invite onlyRequest an invite →Dibcase ProApp closed beta opens October 1, 2026 — invite onlyRequest an invite →
Tools & modules

Every tool your firm needs, on one core.

Dibcase Core runs your team dashboard, cases, and clients. Everything below snaps into the same platform, the same login, the same data — turn on only what your firm uses.

Case Work & Client Growth

Project

Plan 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

Explore 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 Chat

Keep 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
Team ChatIllustrative preview

Automation & AI

Agent Workflows

Coming soon

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.

  • Reusable workflow containers
  • Evidence checked before anything is imported
  • Approval steps keep you in control
Automation & AI

Automations

Design “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

AI Agents

Assistants 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

Documents & Time

PDF Editor

Map 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

Clock 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

Wiki

A 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-facing

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

Custom Modules

Don’t see it here? Our team builds bespoke modules on the same Dibcase core, with the same login and data.

  • Designed around how your firm works
  • Shares the same core and login
  • Grows with you, one module at a time
Custom Software

Turn on the tools your firm actually uses.

ProApp closed beta (invite only) opens October 1, 2026 — one login for Dibcase Core and every module.