Client Case Management
Empower your mediation practice with intuitive, all-in-one case management. Keep every detail organized, every document accessible, and every interaction effortless — so you can focus on resolution, not administration.
Feature Overview
Our Client Case Management dashboard was built specifically for mediators. It brings scheduling, communication, and document handling into one secure, streamlined platform. Whether you’re managing one case or a hundred, Scale keeps everything — and everyone — on track.
Key Benefits
Seamless Document Uploads
Clients and attorneys can upload case materials directly into the platform, keeping everything secure, centralized, and easy to access.
Automatic Invoice Creation
Invoices are generated instantly after each mediation and sent to the right parties — no manual data entry or follow-ups required.
Automated Reminders
Scale automatically reminds clients, attorneys, and mediators of upcoming sessions, document deadlines, and outstanding payments.
Brief Collection Simplified
Collect briefs, position statements, and case summaries in one place — organized, timestamped, and ready for review.
Document Signatures
Secure, integrated e-signature capabilities make signing agreements and closing cases simple and compliant.
Zoom Integration
Each booked session generates a unique Zoom link automatically, shared with all participants and logged within the case file.
How It Works?
Client Creates the Case
Clients start the process by submitting a new case through your booking page, providing basic details and preferred dates.
Upload Documents
Both parties can securely upload briefs, exhibits, and supporting materials directly into the case portal.
Automatic Zoom Link Creation
A secure, unique Zoom link is generated and shared instantly, eliminating manual setup or coordination.
Automated Invoicing
Invoices are created instantly, payments processed securely, and reminders sent automatically.
Track & Manage
Mediators oversee every case from one dashboard — reviewing briefs, tracking progress, and collecting digital signatures when complete.
Integrated Communication
Send messages, schedule meetings, and log calls directly within each case.
