Client Case Management
Empower your mediation practice with robust, easy-to-use client case management. Keep every detail organized, every document accessible, and every interaction on track—so you can focus on helping your clients reach resolution.
Feature Overview
Our Client Case Management tool is designed specifically for mediators. Manage all your client information, case notes, documents, and communication in one secure, centralized location. Whether you’re handling a single case or juggling dozens, our intuitive interface ensures nothing falls through the cracks.
Key Benefits
Centralized Case Records
Store and retrieve all case information—contacts, notes, timelines, and documents—in one secure place.
Activity Timeline
View a chronological history of all case activities, messages, and updates for complete transparency.
Automated Reminders:
Never miss a deadline. Set reminders for important dates, tasks, and follow-ups.
Secure Document Storage
Upload, organize, and share documents with encrypted cloud storage.
Effortless Collaboration
Share case files and updates with clients and colleagues, with customizable access controls.
Integrated Communication
Send messages, schedule meetings, and log calls directly within each case.
How It Works?
Create a New Case
Start by adding a new client and opening a case file with just a few clicks.
Track Every Detail
Input client contact info, case notes, and upload relevant documents.
Set Tasks & Reminders
Assign tasks to yourself or team members and set automatic reminders for key actions.
Collaborate Securely
Share access with clients, colleagues, or co-mediators, controlling who sees what.
Monitor Progress
Use the interactive timeline and dashboard to keep tabs on every case milestone.
Integrated Communication
Send messages, schedule meetings, and log calls directly within each case.
Use Case Example
Sarah, a family mediator, uses Client Case Management to streamline her workflow:
She creates a new case for each mediation, attaches intake forms, logs session notes, and shares parenting plan drafts with clients securely. Automated reminders ensure she never misses follow-ups, and the activity timeline gives her an at-a-glance view of each case’s history.
