| Case Name | Type | Status | Status Update | Parties | Next Session | Next Task | Hours | Billed | Unpaid |
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| Name | Role | Contact | Notes |
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| Lead | Attorney | Firm | Office Phone | Cell Phone | Represents |
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| Date | Time | Type | Location / Notes |
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Ask freeform questions about the documents on this case. Claude reads every analyzed document and cites which one each answer comes from. Useful for session prep.
When negotiations stall, click below. Claude will read everything you have on the case (claims, theories, damages, key facts, EV analysis, settlement positions), ask 3–5 short clarifying questions about things it can't see (BATNAs, non-monetary interests, time pressure), and then propose creative bridging moves across structural, substantive, process, and other categories.
You don't draft the term sheet — the attorneys do. But before they go to draft, walk through this checklist with the room so nothing gets missed. Each provision includes when it applies, sub-points to consider, common pitfalls, and Alabama drafting notes. Mark each one Addressed, Raised but Excluded, or N/A. Export the checklist as a PDF to hand counsel as a drafting brief.
| Date | Description | Hours | Fee |
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| Date | Description | Amount |
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| Date | Method | Reference / Note | Amount |
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Check the box to allocate the total fee across parties (e.g., 50/50 plaintiff/defendant). When checked, the allocation appears on the invoice. Default is equal among all parties; adjust at the conclusion of mediation if parties agree to a different split. Leave unchecked to bill without per-party allocation.
Attorneys and other contacts auto-populate from intake forms. When you type an attorney's name on a New Intake, firm and contact info will autofill if they're already here.
Use this for inquiry calls, informal conversations with attorneys, or any other note that doesn't belong to a specific case. Notes are tied to a contact by name; if the contact isn't on file yet, it'll be added to Contacts automatically. Use the search box above for keyword lookup across every note.
Circuit court judges. Court-ordered cases link to a judge here so the case overview shows the judge’s chambers contact (assistant) and any required letters render correctly addressed. Store names plainly — the system prefixes Hon. automatically on letters and email subjects.
Probate court judges. Same schema as circuit judges — chambers contact (via assistant), mailing address for formal letters, intro-letter send. Court-ordered cases can link to either roster.
Curated reference of common claims, theories, and issues encountered in
probate, fiduciary, and complex civil mediations under Alabama law.
The AI document-extraction pipeline (Phase 2) matches extracted claims
by claimType to the entries here, so the Case Map shows
the Alabama standard alongside each document's allegation. Each entry's
Typical Documents list drives the Documents Needed
checklist on every case.
⚠ DRAFT entries are starter drafts pending Alabama-law verification (typically against Fastcase / vLex via Alabama State Bar member access). Each entry shows a Draft or Verified badge; click Edit and clear the Draft checkbox once you've confirmed the citation chain and current standard.
Search across all parties, counsel, firms, and case names from your prior matters. Results are exact substring matches (case-insensitive).
| Type | Cases | Hours | Fees |
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| Status | Cases | Hours | Fees |
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| Month | Hours | Fees | Expenses |
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| Case | Invoice # | Invoice Date | Billed | Paid | Balance Due |
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| Bucket | Cases | Balance Due | % of Total AR |
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| Case | Status | Un-invoiced Hours | Un-invoiced Fees | Expenses | Total | Oldest Entry |
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| Activity | Entries | Hours | Fees | % of WIP Fees |
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| Payer (party) | Counsel / firm | Direct (1099-NEC) | Via Stripe (1099-K) | Total received | Expect 1099-NEC? | Form on file? |
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| Tax year | Payer | Payer TIN | Form | Amount reported | Received |
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Your day-by-day plan for the attorney introduction emails. Each contact's status fills in automatically from when you send the intro — no manual tracking. Send from any row below (uses the same Send Intro flow, with CV and vCard attached). Star (★) the people you know so they go out in the early batches. The warm-up ramp (lighter first week) protects your sending domain.
Capture a mediation session — live from the mic, an uploaded recording, or a pasted transcript — and turn it into a neutral summary, follow-ups, and a draft billing entry. Live cues surface interests, tentative agreements, and questions you might ask. Built for a neutral: no advice, no taking sides.
Uses your browser's speech recognition (Chrome recommended). Best for in-person sessions with a room mic. Requires the consent box above.
Appears at the top of every invoice and agreement.
Used in agreement signature blocks and as fallback contact info.
Configurable list of billable activities. When you pick an activity on the time-entry form, the description prefills and the fee calculates from the activity's rate. Leave the rate at $0 to inherit the case's hourly rate (most activities). Set a non-zero rate to override per activity (e.g. Travel at a discounted rate).
One-click sets of tasks and events. Apply a workflow to any case from the case Overview to seed the standard mediation lifecycle without manually typing each item. Date offsets are days relative to a base date you pick at apply-time (defaults to today).
Single-use scheduling links sent to counsel from any case. Bookings appear automatically on the case overview when counsel completes the form. Calendly account is managed at calendly.com/eastern-shore-mediation.
Scope of this integration: bookings flow Calendly → Case Manager only. To make Calendly avoid double-booking your blocked time, the Case Manager pushes block-out events to your Eastern Shore Google Calendar (Settings → Google Calendar), and Calendly reads that calendar for "Check for conflicts." This card does not push directly to Calendly — Calendly's API doesn't accept availability changes.
When you upload a PDF or scanned document on a case, the Documents tab can call the Anthropic API on your behalf to:
Bring-your-own-key: the API key below stays on this browser (same trust model as your case data) and is sent
directly to api.anthropic.com from your machine. Typical cost per document with Haiku is a few cents.
Leave the key empty to disable AI calls — text extraction from digital PDFs still works locally.
Get a key at console.anthropic.com.
When configured, every PDF generation (invoice, agreement, session notice, reminder, court report) is routed through a Cloudflare Worker running headless Chrome instead of the in-browser html2pdf library. The Worker produces clean multi-page PDFs with proper pagination and no horizontal clipping. Falls back to the local html2pdf path if the Worker is unconfigured or unreachable.
Push your case data to a Cloudflare KV store after every edit and pull it on app boot. Lets you work on Mac, iPad, and iPhone with a shared dataset. Uses the same Worker URL as PDF rendering but a separate sync key (so a leaked PDF key can't read your cases). Auto-resolves "cloud unchanged" silently; prompts you when both devices have edited since the last sync.
The Worker URL above is reused (no separate URL needed). On a fresh device: install the app to your home screen, open Settings, paste the sync key, check Enable, hit Save — your data will pull from the cloud automatically. Subsequent edits push within ~3 seconds.
When configured, every "Send by Email" button (invoice, agreement, session notice, reminder, court report) generates a PDF in memory, attaches it, and sends from your Eastern Shore Mediation Gmail account — no manual print-and-attach step. Falls back to the regular mailto: behavior if not configured or not signed in.
The Client ID comes from your Google Cloud project (Console → APIs & Services → Credentials).
The app must be loaded over http://localhost:8080 for OAuth to work — open it via the local Python server, not by double-clicking the file.
When connected, blocks you create on the Calendar tab (OOO, conferences, personal holds, travel) push to your Eastern Shore Google Calendar. Calendly reads that calendar for "Check for conflicts," so blocking time in Case Manager also removes those slots from your Calendly booking page.
Uses the same OAuth client as Gmail above. The first time you create a block, Google may prompt for an additional calendar permission. Events created directly in Google Calendar (e.g., from your phone) flow back into Case Manager automatically — polled every 5 minutes while this app is open.
All your data lives in this browser's localStorage and (if you've set a backup folder) is auto-mirrored to a folder of your choice on every change. Use Export / Import to move data between machines or browsers.
The cloud copy of your case data has changed since this device last synced. To avoid silently overwriting work from another device, pick which version to keep.
) separator on the right). Leave blank to omit the In re line entirely.Single post-session time entry for the mediation itself. No timer — Jim enters total hours after the session.
Creates a Stripe Checkout link this invoice's recipient can use to pay by credit card or US bank ACH transfer. The link goes on the invoice PDF and in the Send-by-Email body. When payment lands, it auto-records as a payment on this case.
The agreement PDF will be rendered, then submitted to DocuSign as an envelope. Counsel of record sign on behalf of their represented parties, with authority to bind under Section I.C of the Agreement. Each side's lead counsel receives the envelope and signs in their own audit trail; parties are not separately routed.
Creates a single-use Calendly link per counsel and emails each one from your jim@easternshoremediation.com account. When counsel completes the form, the booking appears automatically on this case's Overview.