Mediation services

Mediation services automation templates

10 ready-made workflows for Mediation services. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: ADR Notable, Slack and Outlook.

Mediation services
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Automated Closed-Matter Balance Tracking
Every Monday, WebRun cross-checks closed cases in ADR Notable against QuickBooks, finds matters that were resolved but still carry an unpaid balance, and posts your team a ranked Slack list so no closed case is forgotten while it is still owed.
ADR NotableQuickBooksSlack
Automated Split-Fee Invoice Drafts
After a session, WebRun reads the billable time and fee split from ADR Notable, drafts a separate invoice for each party's share in QuickBooks, and leaves both invoices for you to review and send.
ADR NotableQuickBooks
Automated Executed Agreement Notices
When DocuSign shows a mediation agreement fully executed, WebRun updates the case in ADR Notable and drafts a confirmation to each party's counsel in Outlook with the effective date and next steps, leaving every message for you to send.
ADR NotableDocuSignOutlook+1
Automated Settlement Memorandum Drafts
After a session, WebRun reads the case and session notes in ADR Notable, drafts a structured settlement memorandum in Google Docs capturing the agreed terms, and leaves it for the mediator to review, refine, and finalize.
ADR NotableGoogle Docs
Automated Position Statement Collection
Ahead of each session, WebRun finds cases in ADR Notable that still owe a confidential position statement, drafts a secure request in Outlook to each party's counsel, and tracks arrivals in a Dropbox folder, leaving every request unsent for your review.
ADR NotableOutlookDropbox
Automated Mediation Caseload Digest
Every Monday, WebRun reads all open matters in ADR Notable, groups them by stage, writes the counts and case lists into a Google Sheet, and posts a short summary to Slack so your weekly caseload review starts ready.
ADR NotableGoogle SheetsSlack
Automated Unscheduled Case Flagging
Each morning, WebRun scans open matters in ADR Notable, finds any active case with no future session on the calendar, and posts your team a Slack list of cases that risk stalling so someone can book the next date.
ADR NotableSlack
Automated Mediation Session Reminders
Each morning, WebRun reads tomorrow's mediation sessions from ADR Notable and Google Calendar, drafts a reminder in Outlook to each party covering the time, location, and documents to bring, and leaves every message unsent for your review.
ADR NotableGoogle CalendarOutlook
Automated Agreement to Mediate Chasing
WebRun checks DocuSign each day for agreements to mediate that are still unsigned, matches each to its case in ADR Notable, and drafts a polite reminder in Outlook to whichever party has not signed, leaving it for you to send.
ADR NotableDocuSignOutlook
Automated Mediation Intake Reply Drafts
When a new referral lands in ADR Notable, WebRun reads the party and dispute details, drafts a professional intake reply in Outlook that explains next steps and requests missing information, and leaves it unsent for you to review.
ADR NotableOutlookSlack

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