Mediation Case Management Software Streamline Your Workflow

Built by mediators, case managers, and expert developers, our mediation case management software automates tedious manual tasks and simplifies complex coordination in dispute resolution—saving time, increasing accuracy, and improving productivity.

Dashboard

Centralized dashboard integrates scheduling, case tracking, tasks and inquires, giving mediators complete visibility into practice operations.

Cases Hub

Centralized hub presenting upcoming mediations, participant details, and deadlines, with structured data and automated alerts for smooth case management.

Cases

Capture 300+ structured data points per mediation, automate document templates, and streamline agreements with rule based workflows.

Attorneys

Maintain detailed records of attorneys, firms, and mediation histories, enabling quick reference and transparent case collaboration.

Tasks

Assign and track tasks based on category, case, personnel and date. Creates central hub for efficiency and organization.

Inquiries

Multi source intake captures inquiries via email, phone, or website calendar, automatically logging and routing them for follow up.

Calendar

Smart calendar engine manages mediation schedules, detects conflicts, and sends automated reminders to participants and attorneys.

Reports

Generate 20+ customizable reports, including session attendance, case outcomes, and annual financial summaries for operational insight.

Metrics

Analytics engine tracks mediation volumes, settlement rates, and revenue trends, with comparative dashboards for year over year performance.

Rate Card

Update mediator rates, availability, CVs, W9s and automated communication templates instantly, ensuring accurate information across all channels.

Mediation Case Management Software: Streamline Every Step from Intake to Close

State-of-the-art mediation case management software delivering a fully integrated, intuitive system — from client intake to final settlement correspondence.

Unified Case Dashboard

Gain instant oversight of every case detail from a single, centralized dashboard—complete with direct links to contacts, documents, calendar events, and notes.

Smart Contact Management

Keep every client profile in one secure place, including full mediation history, preferences, past firms, assistants, and all communications—for faster decisions and stronger relationships.

Centralized Document Hub

Boost productivity with secure, anywhere-accessible storage for confirmations, invoices, confidentiality agreements, briefs, exhibits, and settlement agreements—all in one organized location.

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Automated Workflow Engine

Eliminate manual data entry. Sync case data to auto-populate documents, generate PDFs, and send emails instantly—increasing accuracy and accelerating turnaround.

Inquiry-to-Case Pipeline

Track inquiries, manage availability, handle date holds and waitlists—all from one screen. Convert to active case files with a single click when confirmed.

Intelligent Calendaring

Share your real-time availability with clients. View all scheduled mediations at a glance with live links to case dashboards. Auto-send calendar invites that sync seamlessly with Outlook, Google, and more.

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Proactive Task Management

Assign tasks, set deadlines, monitor progress, and balance team workloads—all from an intuitive dashboard designed for clarity and control.

Fully Customizable Platform

Tailor features, branding, and layout to match your practice. We’ll migrate your historical data from any legacy system—creating a seamless transition.

Insightful Custom Reports

Generate practice-defining reports instantly: ‘Day Of’ attendee sheets with attorney history, accounts receivable, wait lists, client histories, client firm histories, revenue projections, case type percentages, busiest months, inquiry summaries, mailing lists, etc.

Unlimited Users

Add mediators, case managers, accountants, and support staff. Each gets secure, two-factor, role-based access.

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Enterprise-Grade Security

Hosted on Google Cloud with military-grade encryption, daily on- and off-site backups, 99.99% uptime, and optional daily data exports to your local server.

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Integrated Time Tracking & Invoicing

Log time by case, client, or task. Generate invoices, track payments, issue refunds, and send reminders—all within the platform.

Seamless Outlook Email Integration

Drag, drop, save, and search emails effortlessly. Attachments are filed into digital case folders for instant retrieval—anytime, anywhere.

One-Click Zoom Scheduling

Create Zoom rooms, invite participants, and send login details with one click. Supports multi-mediator firms and sends automated reminders.

Full Accounting Suite

Automate invoicing, payment tracking, refunds, cancellations, and aging reports. Stay in control of your finances without leaving the platform.

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Purpose-Built for Mediators

Our mediation case management software is engineered exclusively for dispute resolution—family, civil, or your specialized niche. No generic tools. Just precision features that adapt to your practice.

Master Every Edge Case

From duplicate attorney names to uneven fee splits, cancel/reschedule/rebook workflows, flexible invoice timing, case name vs. case number preferences, and admin fees (or none)—we’ve built the system to handle it all, flawlessly.

Upcoming: Even Smarter Automation

Look forward to attorney portals that eliminate endless email threads, seamless DocuSign integration for instant e-signatures, auto-respond availability emails and text reminders—plus more time-saving innovations designed by mediators, for mediators.

Why Over 100 Mediators Choose Our Mediation Case Management Software

  • Proven ROI – Save hours per case for less than the cost of one billable hour/month.
  • True Cloud Flexibility – Access your mediation case management software securely from any device, anywhere, anytime—no installations, no downtime.
  • Smart Automation– Streamline routine tasks to increase accuracy, boost productivity, and enhance data quality across every case.
  • Unlimited Users – Add your entire team—mediators, case managers, admins, and accountants.

Pricing

No cost data migration until September 30th!

Essential

$199/month

  • Contact Management
  • Case Administration
  • Task Management
  • Prospect Tracking
  • Calendar Waitlist
  • Centralized Document Storage
  • Customer Support
  • Live Onboarding

Pro

$299/month

  • Everything from Basic, PLUS
  • Automated Document Generation (Confirmations, Invoices, Reminders, Confidentiality Agreements, “Day of” Case Info, Thank you’s)
  • Accounts Receivable Tracking
  • Custom Fields
  • Custom Colors

 

Premier

$399/month

  • Everything from Pro, PLUS
  • Report Generation
  • Fully Customized and Automated Documents (Confirmations, Invoices, Reminders, Confidentiality Agreements, “Day of” Case Info, Thank you’s)
  • Integrations – Calendars, Zoom, iCal, LawPay

*Billed Annually

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