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Common CRM problems in Alternative Dispute Resolution

Why most CRMs
don't work for
Alternative Dispute Resolution

Most CRMs lack the workflow flexibility and automation needed to support the non-linear, highly regulated, and multi-step processes common in alternative dispute resolution, leading to poor support for compliance-heavy case management.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Alternative Dispute Resolution field

"We spend too much time forcing our unique process into a rigid CRM structure."

"There’s no easy way to automate multi-stage, branching workflows for our cases."

"Tracking regulatory requirements and compliance steps is a manual nightmare."

"Our CRM doesn’t handle complex, non-linear dispute timelines or documentation."

Monday.com CRM solution for Alternative Dispute Resolution

So, What makes monday CRM
perfect for Alternative Dispute Resolution?

Centralizes Case Information

All case documents, updates, and communications are organized in one place for easy access.

Automates Routine Processes

Workflows, reminders, and follow-ups are automated, letting you focus on resolving disputes.

Flexible and Customizable

Easily tailor workflows to match the unique processes and needs of your mediation practice.

Enhances Team Collaboration

Real-time updates and shared boards keep everyone aligned and streamline communication on every case.

Use cases for Alternative Dispute Resolution

Key use cases

Teams in the alternative dispute resolution industry use monday CRM to streamline case management, centralize client information, and enhance workflow efficiency.

📋

Centralized Case Management

Easily track and organize all ADR cases, documentation, and deadlines in one unified dashboard for better oversight and collaboration.

🧑‍💼

Client Intake & Profiling

Automate client onboarding, gather essential information via custom forms, and maintain detailed, accessible client profiles.

📑

Document Storage & Retrieval

Securely attach, categorize, and retrieve agreements, briefs, and mediation notes, ensuring quick access to critical documents.

🔗

Workflow Automation

Automate reminders, follow-ups, and status updates to reduce manual tasks and keep mediation or arbitration processes moving forward.

📊

Reporting & Analytics

Generate reports on case outcomes, timelines, and client satisfaction to identify trends and improve resolution strategies.

💬

Collaboration & Communication

Facilitate secure, real-time communication among mediators, clients, and team members for smoother dispute resolution.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

Yes, monday CRM lets you customize case pipelines so you can easily follow each dispute from intake through to final resolution.

You can securely store all case-related files in one place and control access, making it simple to organize, share, and retrieve documents when needed.

Absolutely – with automation tools, monday CRM can send scheduled reminders and follow-ups so you never miss important deadlines or sessions.

Yes, monday CRM enables you to log billable hours directly in the system and generate invoices based on accurate time tracking.

monday CRM offers a client portal where clients can see progress, share documents, and communicate securely with your team in real time.

monday CRM is highly customizable, allowing you to tailor boards, forms, and processes to fit your organization's exact needs.

With built-in intake forms and lead management tools, you can easily collect new client information and manage the intake process smoothly.

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