CRM for Mediators
Your job doesn’t end when the case is over.
Scale Mediation’s built-in CRM automatically pulls every participant from your mediations into an organized, trackable contact list — no manual entry or spreadsheets required. All case details and outcomes flow seamlessly into your CRM, helping you stay connected and manage your practice more efficiently.
Feature Overview
Every time a mediation is booked, all participants are automatically added to your CRM with full context — who they are, which case they were part of, and how it concluded.
You can track outcomes, review history, and follow up easily — all without duplicate work or extra admin.
Key Benefits
Automatic Contact Capture
Every participant in your mediations is instantly added to your CRM — no need to enter contacts manually.
Seamless Data Integration
Case information already in your Scale dashboard like documents, invoices, and outcomes syncs automatically into the CRM.
Case Outcome Reporting
Log settlements and rank participants or firms in the Case Outcome Report to identify key insights about your caseload.
Relationship Insights
View contact history, past cases, and communications in one place for better organization and visibility.
Follow-Up Reminders
Set automatic reminders to follow up with clients or firms after mediations and keep relationships active.
Seamlessly Integrated
Your CRM is not a separate tool to manage. It’s fully integrated into the case lifecycle, with data flowing automatically from your case management dashboard.
How It Works?
Contacts Added Automatically
Every party, attorney, and case manager is synced into your CRM instantly.
Case Data Flows Seamlessly
Case details and outcomes automatically populate your CRM — no manual re-entry.
Track Case Outcomes
Use the Case Outcome Report to log settlements, rank participants, and track performance.
Stay Organized
Access case histories and follow-up reminders from one clean dashboard.
Nurture Your Relationships
Receive timely reminders to make follow-up calls, send check-in emails, or connect with past clients.
Drive Repeat Business
By staying organized and top-of-mind, you transform one-time clients into a reliable source of future cases.
