Inquiries
What It Covers:
Intake (auto/manual), online calendar population, contact data, case metadata, dates offered, holds, priority flags, wait lists, dormancy rules, full/half days, am/pm start times
Why It Matters:
Centralizes all pre case activity and automates early workflow
Inquiry Automations
What It Covers:
Auto populate fields/neutrals, availability search, templated replies, rate/CV attachments, follow ups, auto case creation
Why It Matters:
Eliminates repetitive admin work
Tasks
What It Covers:
Due dates, categories, assignees, notes, status, auto triggered tasks (filings, invoices, payments)
Why It Matters:
Ensures nothing slips through the cracks
Accounting
What It Covers:
Auto/manual payment entries, deposits, reimbursements, invoice tracking, case linked financials
Why It Matters:
Full financial tracking
Calendar
What It Covers:
Monthly mediator view, color coded, filterable
Why It Matters:
Fast scheduling clarity
Attorneys
What It Covers:
Full profiles, assistants, notes, history – case/name/firm, duplication logic
Why It Matters:
Clean, reusable attorney data
Reports
What It Covers:
Inquiries, summaries, tasks, case stats, fees, AR, audits, attorney exports
Why It Matters:
High level and granular insights
Cases
What It Covers:
600+ datapoints: general info, attorneys, parties, attendees, carriers, docs, notes, overrides, timecards, billing, settlement, court docs, reminders
Why It Matters:
The entire mediation lifecycle in one place
Documents
What It Covers:
Uploads, grouping, sorting, auto generated docs, timed deletion, Outlook drag drop
Why It Matters:
Total document control
Zoom Integration
What It Covers:
Auto create meetings, return credentials, delete meetings, breakout CSV
Why It Matters:
Zero effort virtual mediation setup
Overrides
What It Covers:
Case specific fee/time/admin overrides, post dated docs
Why It Matters:
Flexibility for edge cases
Settlement Tracking
What It Covers:
Results, proposals, follow ups, flags, auto task clearing, settlement math
Why It Matters:
Post mediation clarity
Carrier Management
What It Covers:
Carrier + rep tracking for reporting
Why It Matters:
Insurance heavy cases simplified
Reminders
What It Covers:
Automated/manual reminders for fees, briefs, attendees, agreements, notices, Zoom
Why It Matters:
Keeps participants compliant
Case Info Packet
What It Covers:
Day of PDF with attorneys, attendees, fees, briefs, history
Why It Matters:
Mediator ready briefing
Notice Generator
What It Covers:
One click notices, invoices, agreements, templates, attachments
Why It Matters:
Fast, consistent communication
Billing
What It Covers:
Pre mediation (Rate Card), post mediation (Timecard), dynamic party fees
Why It Matters:
Accurate, automated billing
Split Calculator
What It Covers:
Equal/unequal splits, extra dollar logic, payment visualization
Why It Matters:
Transparent cost allocation
Timecard
What It Covers:
Task based time entries, overrides, no charge flags, invoice ready summaries
Why It Matters:
Tracks mediator time precisely
Dashboards
What It Covers:
Login dashboard + case dashboard, alerts, icons, signal lights
Why It Matters:
Instant operational awareness
Search Tools
What It Covers:
Case, attorney, inquiry, task search across all fields
Why It Matters:
Fast retrieval of data
Save the Date
What It Covers:
Calendar file attachments per mediator
Why It Matters:
Client convenience
Wait Lists
What It Covers:
Inquiry wait list + calendared wait list
Why It Matters:
Fill cancellations efficiently
Integrations
What It Covers:
Zoom, QuickBooks, Outlook Calendar, Google Calendar
Why It Matters:
Smooth cross platform workflow
Website Calendar
What It Covers:
Embeddable availability calendar with dynamic data capture
Why It Matters:
Client facing scheduling
Two Factor Login
What It Covers:
Enhanced security
Why It Matters:
Protects sensitive case data
Rate Card
What It Covers:
Mediator specific fees, durations, case types, start times, prep hours, admin fees, invoice numbers, due date windows, 16 email templates
Why It Matters:
Automates billing logic + communication
Color Picker
What It Covers:
Account wide color scheme customization
Why It Matters:
Branding + usability