Mediation Case Management Made Simple
Built from the ground up by a team of mediators, case managers and seasoned programmers, our goal is to automate the many manual and ‘cat herding’ aspects of mediation case management.
Features
State-of-the-art mediation case management software, providing a seamlessly integrated system, from client intake to case closing correspondence.
Case Administration
Allows an overview of all case information from a single dashboard, with links to every contact, document, calendar event and note.
Contact Management
Provides a single location with a comprehensive overview of your client, including previous mediation history, assistants, preferences, past firms and communications.
Centralized Document Storage
Drives productivity by storing all case documents (confirmations, invoices, confidentiality agreements, briefs, exhibits and settlement agreements) all in one place and accessible from anywhere.
Automated Workflow
Increases accuracy and efficiency on routine workflow by syncing data to automatically populate documents without cutting and pasting, creating PDFs and generating emails.
Prospect Tracking
Tracks, organizes and easily manages your prospects from one central location. Manages availability, date holds and wait lists. Converts to case file when confirmed.
Calendaring
Allows access to your availability calendar for clients and gives you an at-a-glance overview of all scheduled mediations with active links to the case’s dashboard. Calendar invites delivered with confirmations that sync with client calendars.
Task Management
Assigns tasks and due dates, reviews progress, manages team workload and organizes to-do lists from a single dashboard.
Database Customization
Choose all the features you need, the look and feel you want and make it your own. We will also migrate all historical data from you existing system.
Reports
Creates and manages custom reports that tell the story of your mediation practice – ‘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.
Multi User
Offers a single price for unlimited users, per mediator database. Unique login accounts for mediators, case managers, accountants, part-timer help, etc.
Security
Hosted on the industry leading Google Cloud platform. Provides unparalleled security, scalability and uptime. Multiple daily backups both on and off-site. Data can be transferred to your local server daily.
Integrated Timecard
Track by case, client or task. Integrated invoicing and AR.
Outlook Email Integration
Drag/drop window allows save, preview and search functionality. Attachments are renamed and saved in corresponding digital case files for comprehensive consolidation and quick access anywhere/anytime.
Zoom Scheduling
Single-click feature sets meetings, creates Zoom Rooms and invites guests. Distinguishes accounts between firms with multiple mediators. Sends reminder emails with login details anytime.
Accounting Suite
Generates invoices, tracks payments, processes refunds and cancellations, sends reminders, full reporting.
Focus
Our software is designed from the ground up specifically for mediations. Whether family or civil or your unique niche, we accommodate the diverse needs of your practice.
Details
We’ve seen hundreds of edge cases and unique firm practices. Two attorneys with the same name, uneven fee divisions, cancel/reschedule/rebook, varied invoice layouts, case name vs case number, invoice before session vs after, admin fee vs none, etc. We have the system to accommodate them all.
Coming Soon
Attorney portals to limit endless email cycles, Docusign integration, automated availability response email generators, text reminders, save-the-date calendar reminders … and much more.
Benefits
- ROI – Saves 3-4 hours per case for less than the cost of 1 hour of your time per month.
- Platform independent – Allows access to all files online from any device, at any time, and from any location, using Cloud-based mediation software.
- Automated– Streamlines routine processes for increased accuracy, efficiency, and data quality, while boosting productivity.
- Multi-User – A single price for unlimited users, per mediator database.
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