1. Assess Your Practice Volume: If you are a solo mediator, a lightweight, user-friendly platform may suffice. High-volume firms or departments handling complex commercial litigation may require the robust, enterprise-level integration found in tools like Odyssey File & Serve or comprehensive practice management suites.
2. Evaluate Integration Needs: Consider your current tech stack. If you already use Clio or Smokeball for accounting and general practice management, ensure your new mediation tool integrates seamlessly with these systems to prevent double data entry.
3. Prioritize User Experience for Non-Lawyers: Mediation involves parties who may not be tech-savvy. Choose software with an intuitive interface that allows disputing parties to join sessions or upload documents without requiring extensive training or technical support.
4. Check Compliance Standards: Ensure the software meets US cybersecurity standards relevant to your jurisdiction. Look for SOC 2 Type II compliance and robust data encryption, especially if you handle sensitive financial or healthcare-related disputes.
5. Request a Sandbox Demo: Never purchase based on marketing collateral alone. Request a sandbox environment to test the workflow from the perspective of both the mediator and the client.