Casedoc - Mediation and case management

Alternative Dispute Resolution (ADR) is playing an increasingly important role across the UK justice system. The Government has expanded the use of mediation in civil disputes to reduce pressure on courts and encourage earlier, less adversarial resolutions. According to the Ministry of Justice, mandatory mediation for eligible small claims is expected to reduce court hearings by 15–55%, freeing up between 1,400 and 5,200 judicial sitting days each year, while delivering estimated benefits to businesses of £25–£92 million annually through earlier settlements. 

As mediation and arbitration services continue to grow, many public sector organisations, including local authorities, ombudsman services, universities, NHS complaints teams and regulators, are finding that spreadsheets, Outlook and shared drives are no longer sufficient for managing increasingly complex caseloads. 

This guide explains how UK public bodies can successfully procure ADR case management software, what features to prioritise, and the procurement routes available to help organisations select the right solution. 

Casedoc - Mediation and case management

Why ADR Services Need Dedicated Case Management Software 

Alternative dispute resolution involves far more than recording case details. Teams must coordinate multiple parties, manage confidential documents, schedule hearings or mediation sessions, track deadlines and produce management reports. 

The scale of digital transformation across the justice sector continues to increase. HM Courts & Tribunals Service publishes regular management information covering digital service uptake, workload volumes and user satisfaction across civil, family and tribunal services, demonstrating the growing reliance on digital case management and online services throughout the justice system. 

Using disconnected systems often results in: 

  • Information scattered across multiple systems 
  • Duplicate data entry 
  • Missed deadlines and appointments 
  • Limited visibility of case progress 
  • Difficult reporting 
  • Inconsistent processes between teams 
  • Increased compliance risks 

Dedicated ADR case management software provides a single platform for managing the entire case lifecycle, from initial referral through to resolution and reporting. 

Challenges Facing Public Sector ADR Teams 

Increasing Caseloads 

Demand for mediation and dispute resolution continues to grow across many public services. Manual administration becomes increasingly difficult as caseloads increase, creating bottlenecks and reducing staff productivity. 

Regulatory Reporting 

Public sector organisations often need to report on performance indicators such as case volumes, resolution rates, response times and service outcomes. Producing these reports manually can consume significant staff time. 

Hybrid and Online Mediation 

Many organisations now offer a combination of in-person and online mediation. Managing appointments, virtual meetings and communications requires systems that support modern hybrid working. 

Audit and Accountability 

Public bodies must demonstrate that cases have been managed fairly, consistently and transparently. Comprehensive audit trails help organisations evidence every action taken throughout a case. 

Managing Confidential Information 

ADR cases frequently involve sensitive personal and legal information. Robust access controls, permissions and secure document management are essential. 

Multiple Stakeholders 

A single case may involve mediators, administrators, legal teams, external organisations and multiple parties. Dedicated case management software ensures everyone works from the same up-to-date information while maintaining appropriate security. 

Why Public Sector ADR Technology Matters More Than Ever 

Several trends are increasing demand for modern ADR case management software: 

  • Hybrid working has become standard across many public services, requiring secure online collaboration.  
  • Public bodies face increasing expectations around transparency, auditability and reporting.  
  • Citizens increasingly expect digital services comparable to those available in other sectors.  
  • Modern procurement frameworks make cloud software significantly easier to purchase than in previous years. 

Procurement Routes Available to UK Public Bodies 

Several procurement routes are available when purchasing ADR case management software. 

G-Cloud Framework 

Frameworks such as G-Cloud were designed to simplify the procurement of cloud services, reducing procurement complexity while giving buyers access to pre-approved suppliers that meet public sector procurement requirements. This enables organisations to focus more on evaluating functionality and implementation than on lengthy procurement exercises. 

Find Casedoc Mediation and Arbitration on G-Cloud.

Solutions available through the framework have already undergone commercial and compliance assessment, helping buyers reduce procurement times while remaining compliant with public procurement requirements. 

Organisations looking for mediation or dispute resolution software should check whether suppliers are listed on G-Cloud, as this can significantly simplify procurement. 

Open Procurement 

Where framework purchasing is not appropriate, organisations may conduct a full competitive procurement process. This route allows buyers to define detailed requirements and evaluate suppliers against predetermined criteria. 

Existing Framework Agreements 

Many public sector organisations have access to sector-specific procurement frameworks that include case management solutions. These frameworks can reduce procurement effort while offering a competitive supplier marketplace. 

Direct Awards 

Depending on procurement rules and organisational policies, some purchases may qualify for direct award under an existing framework where appropriate. 

Buyers should always consult their procurement teams to determine the most suitable route. 

Building Your Requirements Specification 

A well-defined requirements specification helps suppliers provide accurate proposals and ensures solutions can be evaluated consistently. 

The following capabilities are commonly included in successful ADR software procurements. 

Workflow Management 

Look for configurable workflows that allow different mediation or arbitration processes to be managed without requiring software development. 

Document Management 

The solution should provide secure storage for case files, evidence, correspondence and supporting documents while maintaining version history. 

Automated Notifications 

Automatic reminders help reduce missed deadlines by notifying staff, mediators and participants about upcoming tasks and appointments. 

Scheduling 

Integrated scheduling simplifies hearing and mediation booking while reducing administrative effort. 

Reporting and Dashboards 

Management should be able to monitor workloads, resolution times, case status and performance indicators through configurable dashboards and reports. 

Integration Capabilities 

Modern platforms should offer APIs to integrate with existing systems including identity management, finance, document management or communication platforms. 

Role-Based Security 

Different users require different levels of access. Granular permissions help protect confidential information while enabling collaboration. 

Microsoft 365 Integration 

Many organisations already rely on Microsoft Outlook, Teams and SharePoint. Integration with existing Microsoft environments can improve user adoption and reduce duplicate work. 

Comprehensive Audit Trails 

Every action performed within the system should be recorded to support compliance and governance requirements. 

Cloud Hosting 

Cloud-hosted solutions reduce infrastructure management while supporting regular updates and secure remote access. 

Accessibility 

Ensure the solution supports recognised accessibility standards so it can be used effectively by all staff and service users. 

Configurable Forms 

Different organisations often require different intake forms, workflows and approval processes. Configurable forms allow these changes without expensive software development. 

Questions Every Supplier Should Be Able to Answer 

Before selecting a solution, buyers should ask suppliers practical questions about implementation, flexibility and long-term support. 

For example: 

  • Can workflows be configured without software development? 
  • Can business users modify forms and templates themselves? 
  • Is data migration included within the implementation? 
  • What standard reports are available? 
  • Can we build our own reports? 
  • How are software updates delivered? 
  • Where is customer data hosted? 
  • What integrations are available? 
  • What training is included? 
  • What is a typical implementation timescale? 
  • How is ongoing support provided? 

Clear answers to these questions often reveal significant differences between suppliers. 

 

Procurement Scorecard: 

Evaluation Area 

Suggested Weight 

Functional fit 

30% 

Ease of configuration 

20% 

Security & compliance 

15% 

Reporting & analytics 

10% 

User experience 

10% 

Supplier support 

10% 

Implementation approach 

5% 

Emerging Trends in Public Sector ADR 

When procuring software today, buyers should consider not only today’s requirements but also future developments, including: 

  • AI-assisted document classification  
  • Automated workflow routing  
  • E-filing citizen portals  
  • Online dispute resolution (ODR)  
  • Power BI integration  
  • Low-code workflow configuration  
  • Digital signatures  
  • Real-time performance dashboards  
  • E-mail integration 

Selecting a configurable mediation and arbitration case management software helps organisations adapt as requirements evolve. 

Common Procurement Mistakes 

Choosing on Price Alone 

The lowest-cost solution may require extensive manual work or expensive customisation later. 

Buying Generic CRM Software 

Customer relationship management platforms are designed primarily for sales processes rather than dispute resolution. Significant configuration is often required to replicate specialist ADR functionality. 

Underestimating Reporting Requirements 

Reporting is frequently overlooked during procurement but becomes critical once systems are operational. 

Ignoring Future Growth 

Today’s requirements may differ significantly in three or five years. Select software that can evolve as services expand. 

Over-Specifying Custom Development 

Many modern case management platforms provide extensive configuration capabilities without requiring bespoke software development. Prioritising configurable functionality can reduce implementation costs and simplify future upgrades. 

What Does a Typical Implementation Look Like? 

While every project differs, a cloud-based ADR case management implementation can often be delivered within a matter of weeks. 

 

Week 

Typical Activities 

Week 1 

Discovery workshops, process mapping and requirements review 

Week 2 

Workflow configuration, user roles, forms and permissions 

Week 3 

Data migration, document import and system testing 

Week 4 

User training, user acceptance testing and final adjustments 

Week 5 

Go-live, support and transition to business as usual 

Choosing configurable software rather than heavily customised solutions can significantly reduce implementation times while making future enhancements easier. 

Final Thoughts 

Selecting ADR case management software is about more than replacing spreadsheets or improving administration. The right platform can help public sector organisations standardise processes, improve transparency, reduce manual work and deliver better outcomes for citizens. 

Whether your organisation manages mediation, arbitration, complaints or other dispute resolution services, investing time in defining clear requirements and selecting an experienced supplier will help ensure long-term success. 

If you’re planning a procurement, consider preparing a structured evaluation checklist before approaching suppliers. This will help ensure every solution is assessed consistently against your operational, technical and compliance requirements. 

Frequently Asked Questions 

What is ADR case management software? 

ADR case management software is a specialised platform that helps organisations manage mediation, arbitration, conciliation and other dispute resolution processes. It centralises case records, documents, communications, scheduling, workflows and reporting into a single secure system. 

Can ADR software be procured through G-Cloud? 

Yes. Many cloud-based case management solutions are available through UK government procurement frameworks such as G-Cloud, allowing eligible public sector organisations to procure software more quickly than through a full open procurement exercise. Buyers should always confirm the supplier’s current framework status and follow their organisation’s procurement policies.  

What should be included in an ADR software specification? 

A comprehensive specification should include requirements for: 

  • configurable workflows  
  • secure document management  
  • audit trails  
  • role-based permissions  
  • reporting dashboards  
  • Microsoft 365 integration  
  • APIs  
  • accessibility  
  • configurable forms  
  • cloud hosting  
  • automated notifications  
  • implementation services  
  • user training  
  • ongoing support  

What is the difference between legal case management software and ADR software? 

Legal case management software is often designed for litigation and legal practice management. ADR case management software focuses on mediation and arbitration workflows, including case intake, scheduling, settlement tracking, mediator allocation and outcome reporting. 

How long does ADR software implementation take? 

Implementation depends on complexity, but many configurable cloud platforms can be deployed in approximately 4–8 weeks, including discovery, configuration, migration, training and go-live. Larger organisations or projects involving complex integrations may require longer. 

Is cloud-based ADR software secure enough for public sector organisations? 

Most enterprise cloud platforms provide encryption, role-based permissions, audit logs, regular security updates and compliance with recognised security standards. Buyers should always assess a supplier’s security certifications, hosting arrangements and data governance during procurement. 

Leave a Reply

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Spotify
Consent to display content from - Spotify
Sound Cloud
Consent to display content from - Sound