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Found 13 results

  1. We have added the ability to upload and share multimedia images in your portal announcements feed. This feature will give it a more social media type experience. However, due to privacy issues, announcements are read only.
  2. We just completed the Dibcase dashboard announcements panel and the client portal dashboard. These updates are implemented in the application for Dibcase Plus and Teams users. Here is a screenshot of our portal dashboard which lays out what a client can do and provides easy shortcuts to these options:
  3. We are making excellent progress on our client portal. Soon we'll be posting some login credentials for you to check out the progress. Client Portal Feature List: Updated: 09/07/2021 Claim Status - Implemented Client account creation and login - Implemented Client Contact information updating - Implemented Dashboard - Implemented Events - Implemented Client File Uploading - Implemented Intake and Client Forms - Implemented Firm Portal Announcements - Implemented Note sharing - Implemented Admin interface - Implemented (Portal announcement panel) *Client notifications - Pending
  4. Thanks to the dev team for some amazing work... Web Form Feature With the new web forms, you can now merge any field from any form into a merge document. This document can be a retainer agreement, NDA, or any type of legal agreement you need. NDA Example Step 1: Create form and add the fields you need to complete your document. Note: You can also add help text for users completing the form. Step 2: Create merge document using our standard document template editor Step 3: Merge your new document into a document as usual Note: Form link we be selectable based on submit date and time. Step 4: View and edit your final merge document and attach to client Note: You can print, save as PDF, and attach to client like any other Dibcase document
  5. We are adding the ability to create merge documents from forms. This exciting feature allows you to use fields from forms to create legal agreements and other documents at not extra cost and inside the Dibcase application. Example forms: Legal Pleadings, Demand Letters, Retainer Agreements, Legal Client Engagement Letters, and more.
  6. We are making enhancements to make it easier to search for and add contacts to claims. Now, you will be able to search for a provider's name, city, and facility simultaneously.
  7. The team is working on the internal parts of the portal now. The account creation and login features are complete. Stay tuned....
  8. Admin

    New Note Filtering

    You can now filter Screen Recording 2021-07-06 at 3.13.44 AM.mov
  9. Dibcase up until now limited users to certain SSD specific pre-defined appointment types. Now, users can create new event types and assign custom colors to those events. Those new event types will also appear on the dashboard. We are working towards pushing out custom event colors to Google calendar.
  10. We've got the mockups done and were in development on this awesome new feature. It will have 2-way client chat, case statuses, upcoming appointments, files, and more. Stay tuned!
  11. We've got our intake and client forms ready to go... Contact us to find out more details about how to gain access.
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