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Online ADR Case & Program Management
ACR 2014
Dr. Clare Fowler Mediate.com
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Cloud-‐based case management for ADR programs and prac<ces
80+ Systems Deployed / 2,000+ Panelists Using
CaseloadManager.com
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RIS/Mediate’s ODR “Ver<cal” is the
“Tradi<onal” ADR Industry
ODR tools & technology for media<on & arbitra<on programs & professionals
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Is the goal for ODR in the “tradi<onal” ADR context
100% “Pure” ODR?
Or, perhaps, more realis<cally, a best opportunity to incrementally u<lize valuable online capaci<es?
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Notably, even if an ADR program or professional offers exclusively FTF
services, those services are ever more likely to be managed “in the cloud.”
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In this context, our goal:
To most effec<vely manage caseloads online and create an effec<ve
virtual space “with a single click.”
“A Virtual Space for Every Case” (whether that space is u<lized or not)
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Ø Unlimited number of users online (ADR professionals, par<cipants, a\orneys, interns)
Ø For Media>on, use of ODR will be strategic, not necessarily complete
Ø For Media>on, new opportuni<es with shared knowledge base of solu<ons that have worked for similar situated others.
Ø For Arbitra>on, a complete process: all contribu<ons need to be within the ODR space
Ø For Arbitra>on, new opportuni<es to “bundle case data” for addi<onal review.
ADR as ODR: Assump<ons & Observa<ons
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Caseload Manager is our Cloud-‐Based “Back Office”
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Quali>es
Ø Reliable – up-‐<me, back-‐ups & updates Ø Scalable -‐ no limits on fields, cases, people … Ø Customizable – edit, add, delete all fields Ø Confiden>al – the right people see the right informa<on & nothing but the right informa<on
Ø Secure – AWS, ID/PW, h\ps encryp<on
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Caseload Manager’s Integrated Interface
Manage cases, contacts, calendar, email, ac>vi>es & reports from an Integrated Interface
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Five Centers Ø Case Record
Ø Ac<vi<es Ø Calendar Ø Email Center Ø Reports
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Ø Case Record Data Ø People (Contacts & Staff) Ø Notes Ø Downloaded Files Ø Calendar Entries Ø Ac<vi<es
Case Record Sec>ons
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Case Record View related calendar, ac<vi<es, documents, email, staff and par<es all on single screen
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Custom Fields Create custom fields for cases, people, calendar & ac<vi<es. Automated repor<ng on custom fields.
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Ac>vity Center Track <me and export ac<vity reports
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Calendar Center Day, month, full-‐screen & mouse-‐over views. Schedule mee<ngs, resources & assign staff.
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Email Center Create, edit & send email templates
Sent and received emails saved in email log
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Report Center: Real-‐Time Repor>ng
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“A Virtual Space for Every Case”
Mee>ngSpace is our Cloud-‐Based “Front Office”
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Mee>ngSpace Welcome Page
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Create Clickable Working Agreement or Award
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Ongoing Development
Ø Market Driven Ø Automated Updates Ø Model Spaces Ø Model Solu<ons Ø Mul<-‐Language
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Cloud-‐based case management for ADR programs and prac<ces
CaseloadManager.com