Fowler: Online ADR case and program management

1. Online
ADR
Case
&
Program
Management
ACR
2014
Dr.
Clare
Fowler
Mediate.com

2. Cloud-­‐based
case
management
for
ADR
programs
and
prac<ces
80+
Systems
Deployed
/
2,000+
Panelists
Using
CaseloadManager.com

3. RIS/Mediate’s
ODR
“Ver<cal”
is
the
“Tradi<onal”
ADR
Industry
ODR
tools
&
technology
for
media<on
&
arbitra<on
programs
&
professionals

4. 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?

5. Notably,
even
if
an
ADR
program
or
professional
offers
exclusively
FTF
services,
those
services
are
ever
more
likely
to
be
managed
“in
the
cloud.”

6. 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)

7. ADR
as
ODR:
Assump<ons
&
Observa<ons
Ø Unlimited
number
of
users
online
(ADR
professionals,
par<cipants,
aorneys,
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.

9. Caseload
Manager
is
our
Cloud-­‐Based
“Back
Office”

10. 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,
hps
encryp<on

11. Caseload
Manager’s
Integrated
Interface
Manage
cases,
contacts,
calendar,
email,
ac>vi>es
&
reports
from
an
Integrated
Interface

12. Five
Centers
Ø
Case
R
ecord
Ø
Ac<vi<es
Ø
Calendar
Ø
Email
Center
Ø
Reports

13. Case
Record
Sec>ons
Ø Case
Record
Data
Ø People
(Contacts
&
Staff)
Ø Notes
Ø Downloaded
Files
Ø Calendar
Entries
Ø Ac<vi<es

14. Case
Record
View
related
calendar,
ac<vi<es,
documents,
email,
staff
and
par<es
all
on
single
screen

15. Custom
Fields
Create
custom
fields
for
cases,
people,
calendar
&
ac<vi<es.
Automated
repor<ng
on
custom
fields.

16. Ac>vity
Center
Track
<me
and
export
ac<vity
reports

17. Calendar
Center
Day,
month,
full-­‐screen
&
mouse-­‐over
views.
Schedule
mee<ngs,
resources
&
assign
staff.

18. Email
Center
Create,
edit
&
send
email
templates
Sent
and
received
emails
saved
in
email
log

19. Report
Center:
Real-­‐Time
Repor>ng

20. “A
Virtual
Space
for
Every
Case”
Mee>ngSpace
is
our
Cloud-­‐Based
“Front
Office”

21. Mee>ngSpace
Welcome
Page

22. Create
Clickable
Working
Agreement
or
Award

23. Ongoing
Development
Ø
Market
Driven
Ø
Automated
Updates
Ø
Model
Spaces
Ø
Model
Solu<ons
Ø
Mul<-­‐Language

24. Cloud-­‐based
case
management
for
ADR
programs
and
prac<ces
CaseloadManager.com