Everything you need to run mediations on Scale

You have joined the panel through C.A.R. The Scale platform is where you actually run your mediations. Your profile, calendar, cases, Zoom links, invoicing, and payouts all live here.

Your first three things

• Onboard on Scale, set up your account (full guide).
• Set your rates so cases bill correctly (rate rules).
• Connect Zoom and Stripe so meetings and payments work automatically (how and why).

After that, when a case is assigned you manage it from your portal. See When a case is assigned.

Account → Pricing: your rates, per-party pricing rules, and corporate codes.

Pricing types

• Fixed: you set a half-day and full-day rate. Per-party pricing scales with the number of parties (a 2-party base, higher for 3 and 4 parties).
• Hourly: you bill by time, common for ongoing or complex matters.

C.A.R. rate & admin fee

• Your C.A.R. rate applies to C.A.R. matters and is what parties are billed on those cases.
• Scale's admin fee (per party) is added on top, so your rate is always yours in full.

One click each connects Zoom and Stripe. The same controls live under Account → Integrations afterward.

Fully onboarded vs. not fully onboarded

Your account is "fully onboarded" once both Zoom and Stripe are connected. That single difference decides what each new case can do.

While Zoom or Stripe is missing, the portal looks different: a setup banner sits at the top of every page, the menu is reduced, and case actions stay locked until you finish connecting.

How the portal looks when you're not fully onboarded: a yellow setup banner across the top, a reduced menu (only C.A.R. Cases and Profile), and limited sections until you connect the missing integration.

Account → Integrations with one service not connected: a "Connect" button for it, while already-connected services show as connected.

Account → Integrations once connected: each service shows as connected.

Account → Profile: your bio, photo, and credentials.

The Account area is your settings hub. It holds everything about you and how your account behaves:

• Profile: your bio, photo, and credentials, the same details parties see.
• Pricing: your rates and per-party rules (see Setting your rates).
• Reminders: the automatic emails sent to parties before a session.
• Integrations: connect or reconnect Zoom and Stripe (see Connecting Zoom & Stripe).
• Email templates: the wording of the emails parties receive (see Email templates).

Home (your dashboard)

Your landing page. It shows your upcoming mediations, headline stats, and a per-case status indicator, a quick read on what is outstanding (onboarding, payment, and brief) before each session.

The Home dashboard: headline stats, your next case, upcoming cases, and recent payments.

From Home you can branch into each area of the portal:

• Schedule: your calendar of mediations (details).
• Cases & C.A.R. Cases: your matters (details).
• Billing: invoices and payments (details).
• Booking link: a shareable scheduling link (details).
• CRM: contacts and notes (details).
• Account: your profile, pricing, reminders, and integrations (details).

The Schedule calendar, showing your booked and upcoming mediations.

The Schedule shows every mediation on a calendar so you can read your week at a glance. Use it to confirm session dates and times, spot conflicts, and see what is coming up. Parties book against your availability through your booking link, and confirmed sessions appear here automatically.

The Cases list, with each matter and its current status.

Your matters are split across two tabs: Cases for standard matters and C.A.R. Cases for matters that came in through C.A.R. Each row shows the parties and the case status so you can see at a glance what needs attention.

The C.A.R. Cases tab, listing matters received through C.A.R.

Open any case to see everything in one place. That detail view is covered in When a case is assigned.

When admin assigns you a case, it appears under Cases (or C.A.R. Cases) and you are notified. Open the case to see everything in one place: the parties and their counsel, the mediation date, uploaded documents, the Zoom link, and the case's status indicators.

A case detail view: parties, status indicators, onboarding links, Zoom controls, and the Case Progress Tracker.

Reading the status indicators

Each case shows three at-a-glance signals, per party, so you always know what is outstanding:

• Onboarding: whether the party has completed their intake.
• Payment: whether the invoice has been sent and paid.
• Brief: whether that side has submitted its brief.

The Onboarding, Payment, and Brief indicators for each party.

The Case Progress Tracker

The right rail keeps a running record of every action on the case, per party, so nothing slips: what is completed, what is pending, and which reminders have gone out.

The Case Progress Tracker, showing completed and pending steps for each party.

Choosing the mediation date

Confirm the mediation date and time with the parties, then set it on the case. Confirmed sessions flow into your Schedule, and party reminders are timed off this date.

Working the case, in order

• Review the parties and their counsel for accuracy.
• Confirm the Zoom link for the session, auto-created if Zoom is connected, added manually if not.
• Collect briefs from each side ahead of the date (reminders go out automatically).
• Confirm the schedule and that party reminders are set.
• Invoice the parties from Billing (see Billing & invoices).
• Hold the mediation on the scheduled date via the Zoom link.
• File the outcome report afterward to close out the case.

What you can do on a new case depends on whether your account is fully set up. See Connecting Zoom & Stripe for the fully-onboarded vs. not-fully-onboarded difference.

The Billing section: every invoice and payment across your cases.

The Billing section lists every invoice and payment across your cases. From here you create and send invoices, track what is paid versus outstanding, and view payment history. On C.A.R. matters, your C.A.R. rate plus Scale's per-party admin fee determine the amount billed.

Viewing an invoice

You generate and send invoices from Billing, and payments are handled by Stripe. Open an invoice to see its detail: the amount, status, parties, and payment method. The invoice itself is hosted by Stripe, so the detail view opens in a secure Stripe page.

An invoice detail: amount, status, and payment, hosted securely by Stripe.

The Booking link page, where you copy and share your scheduling link.

Your Booking link is a shareable URL you can send to parties so they book a mediation slot directly against your availability. Bookings made through it appear in your Schedule automatically, so you do not have to coordinate times by email.

CRM: your contacts, with the details and notes tied to each.

The CRM is a lightweight contact manager. It keeps your contacts, the notes tied to them, and their relationship to your cases in one place, so the people side of a matter is easy to track alongside the case itself.

Account → Email Templates: edit the emails sent to parties.

Scale sends parties a series of emails across a case: onboarding invites, reminders, and payment requests. Email templates let you control that wording so the messages match your voice. Edit a template under Account → Email Templates, and your changes apply to the emails sent on your cases.