Spend your time deciding cases — not scheduling them.
A client books on your website. You click Accept . The folders, the Zoom, the calendar, and every invoice simply happen — on the Microsoft 365, Zoom, and payment tools you already use.
See how it works
The whole booking-to-billing workflow, drawn out start to finish.
Booking a mediation used to be its own little case.
Phone tag with three attorneys. A dozen "does the 14th work?" emails. Then an afternoon of what we'll politely call administrative cardio — and the whole thing starts over the moment someone reschedules.
Every step is a chance to forget one. Every case is an hour you don't get back.
- Open the case folder
- Schedule the Zoom
- Build a breakout room for every party
- Draft each invoice — card and ACH
- Email everybody
- Do it all again when someone reschedules
Three steps. You do one of them.
Book it. Accept it. Forget it.
They book
A client picks a time and completes intake right on your website — no phone tag, no back-and-forth.
You accept
You get a one-line request with the parties, the date, and the total. One click to accept.
It's done
Folders, secure links, Zoom, calendar, and every invoice are created and sent automatically.
Everything the software handles for you
From the moment a client books to the last invoice paid, here's what runs on its own.
What happens when you click Accept
Case & folders, built
Opens the case and builds the full folder structure the instant you accept — nothing to set up by hand.
Private upload links
Each party gets a secure, password-protected upload link — so no one reads anyone else's exhibits.
Zoom with breakout rooms
Sets up the meeting with a breakout room per party — ready before anyone joins.
Calendar, labeled
Drops the appointment on your calendar with your internal case number right in the title — never hunt for it again.
Card & ACH invoices
Sends every party their invoice — card or bank transfer, with the ACH discount already calculated. No spreadsheet, no long division.
One form for changes
Cancel, reschedule, add a charge, change an amount, or swap an attorney — your assistant fills out one form and never touches the system.
Every invoice, tracked and reconciled
The moment an invoice goes out — or gets paid — your ledger already knows. No spreadsheet to babysit.
Card & ACH, tracked
Each party's credit-card and bank-transfer invoice is recorded the instant it's issued — nothing entered by hand.
Marks itself paid
When a payment lands, the matching line is marked paid automatically — with the method and date recorded for you.
Separate per neutral
Each mediator's invoices stay on their own track, so two neutrals' numbers never get mixed together.
Always-current ledger
One workbook that's always up to date, backed by a database of record — export a clean report whenever you need one.
Overage, calculated
Any overage is calculated at your rate — no long division, no "who owes what?"
Every mid-case change, from a single form
Your assistant fills out one form and never touches the automation. Every downstream update — Zoom, calendar, folders, invoices, emails — happens on its own. Money actions stay behind your approval.
Cancel a case
Cancels the Zoom, clears the calendar, voids the unpaid invoices, archives the folder, and notifies every party.
Reschedule
Moves the date and time everywhere at once — Zoom, calendar, and each party's notice.
Add a charge
Issues a new card and ACH invoice to the right party and emails them the pay links.
Change an amount
Adjusts an existing invoice without leaving the form. Reserved for approved users.
Void a charge
Cancels an invoice that shouldn't have gone out, and reconciles the ledger to match.
Issue a refund
Sends a refund through an approval step, so nothing goes back out unreviewed.
Replace counsel
Swaps an attorney, re-shares the secure folder to the new firm, and updates the Zoom and calendar.
Premediation calls
Schedules, reschedules, or cancels a premediation phone call on the right neutral's calendar — and emails that side.
It watches what still needs attention
The details that used to live in your head — and your assistant's — get a quiet nudge when something's waiting.
Overdue invoices
Flags unpaid invoices past their due date. Your assistant reviews the list and, on your say-so, emails counsel a gentle payment reminder with the pay link.
Requests awaiting a decision
Re-sends a booking's accept/decline request so a new matter never sits waiting on your yes or no.
On your schedule
Set how often each nudge repeats — frequent enough to catch things, quiet enough not to nag.
Your cases, kept private
Access is gated to your firm, each party's files stay walled off from the others, and anything that moves money needs a person to approve it.
Firm sign-in required
The booking and assistant tools sit behind your Microsoft 365 sign-in — only people on your firm's domain can open them.
Private per-party access
Each party gets an authenticated link to their own folder, opened with a one-time code — so no one can see another party's exhibits.
Approvals on money moves
Changing, voiding, or refunding an invoice is limited to approved users, and every refund is queued for your review before it goes out with one time passwords required.
Your data stays with you
All client information — folders, exhibits, calendars, and records — remains in your own Microsoft 365 Business account. Nothing is copied to a third-party platform.
It runs on the tools you already have — quietly in the background, without the duct-tape automations that break every other Tuesday.
See your own docket run itself.
Click through the full workflow — booking, folders, Zoom, calendar, and billing — in a live sandbox. No signup.
Try the live demo