Case Management

AI-Powered Mediation Case Management Platform

Client: Regional Mediation Service

4 min read

We built a streamlined case management system for mediators — combining client management, case tracking, invoicing, and document handling into one easy platform, saving hours every week and improving client experience.

Time saved per month

20+ hours

Efficiency gain

88 percent

Average client rating

9.2 / 10

The challenge

A regional mediation service managing family disputes was struggling with scattered data across spreadsheets, emails, and Word documents.

Coordinators spent excessive time preparing case notes, chasing unpaid invoices, and organising client communications. Mediators often entered sessions without full visibility of prior discussions, and administrative overheads were rising sharply.

What we built

We designed a modern, AI-powered mediation case management system that consolidates all case data, tasks, and billing into one secure, intuitive dashboard.

  • Client Management – Track client details, history, and interactions effortlessly.
  • Case Management – Manage meetings, mediation notes, and session outcomes in one timeline.
  • Invoicing & Payment Links – Generate invoices instantly and accept payments online through secure integrations.
  • Task Management – Assign and monitor tasks to keep cases on schedule.
  • Matter File Storage – Upload, store, and retrieve all case documents securely with audit logs.
  • Debt Collection Tools – Track unpaid invoices and send reminders automatically.
  • Bulk Upload CWA – Submit Legal Aid Agency data in seconds.
  • AI Assistance – Generate attendance notes, auto-summarise emails, and surface key insights from past matters.
  • Compliance Ready – Built-in audit trails and secure backups meet professional standards.

The impact

The mediation team now manages all cases, clients, and finances from one system. Preparation time dropped by over 60%, invoicing errors disappeared, and compliance records are automatically generated.

Mediators spend more time resolving disputes and less time handling admin. Clients appreciate faster responses and clearer communication — satisfaction scores rose to 9.2 on average.

The platform pays for itself within the first month — saving each user an estimated £550 per month in reclaimed productive hours.

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AI-Powered Mediation Case Management Platform - Case Study | Softwarised