Build guide
Bespoke Independent Mediator & Arbitrator OS
Dispute case files, private caucus session logs, signed settlement agreements, and fee allocation billings — built on the Universal Base.
For: Consultancies, marketing and design agencies, real estate agencies, brokers and professional firms
- Linked databases
- 9
- Connections
- 11
- Automatic calculations
- 12
- Ready-made views
- 25
What it saves you
- Weighted pipeline value = deal value x probability, per deal and in total
- Billable hours turn into unbilled value per engagement automatically
- Engagements over budget are flagged as hours are logged
- Overdue invoices and stale deals each have their own list
How the parts work together
- Win work: Log the account and a deal → Set probability at each stage → Keep a dated next step on every open deal
- Deliver: Create an engagement with budget hours → Everyone logs time against it → Watch "Over budget"
- Bill: Invoice from "Ready to invoice" → Tick Invoiced on those entries → Chase "Open invoices" by days overdue
Databases inside
Accounts
Companies and individuals you sell to or serve, with total won value and open pipeline rolled up.
7 fields · 2 calculated automatically · linked to Deals, Engagements, Invoices, Case Folders & Dispute CRM, Arbitration Sessions & Minutes Log, NDA, Settlement & Awards Library, Billable Hours & Fee Allocations
Views: All accounts, By tier
Deals
New business from first call to signed contract. Weighted value uses probability so your forecast is realistic.
11 fields · 3 calculated automatically · linked to Accounts
Views: Pipeline, Forecast, Stale deals
Engagements
Active client work with budget hours and fee. Hours used, unbilled value and over-budget warnings update from the time log.
10 fields · 4 calculated automatically · linked to Accounts, Time Entries
Views: Delivery board, Timeline, Over budget, Unbilled work
Time Entries
Hours by person and engagement. Billable amount and what is still unbilled are calculated from the rate.
10 fields · 2 calculated automatically · linked to Engagements
Views: This week, Ready to invoice
Invoices
Invoices per account with due dates and payment status; overdue invoices surface automatically.
7 fields · 1 calculated automatically · linked to Accounts
Views: Open invoices, All invoices
Case Folders & Dispute CRM
A high-grade legal CRM designed for arbitrators and mediators to manage sensitive case records, dispute parties, counsel contact lists, and formal authorization files.
8 fields · linked to Accounts, Arbitration Sessions & Minutes Log, NDA, Settlement & Awards Library, Billable Hours & Fee Allocations
Views: Active Legal Case Roster, Procedural Stage Board, By Conflict Category
Arbitration Sessions & Minutes Log
A secure chronological database to document dispute joint sessions, private individual caucuses, witness statements, and mediation progress notes.
7 fields · linked to Case Folders & Dispute CRM, Accounts
Views: Chronological Hearing Registry, Confidential Caucus Board, By Session Format
NDA, Settlement & Awards Library
A secure legal document and contract repository to monitor sign-off progress, enforceability clauses, and statutory review deadlines for settlement deeds and final awards.
8 fields · linked to Case Folders & Dispute CRM, Accounts
Views: Contract Status Register, Review Deadlines Queue, By Document Type
Billable Hours & Fee Allocations
A transparent financial register to calculate panel billable hours, monitor claimant and respondent deposit pools, and divide dispute resolution costs based on agreed split ratios.
8 fields · linked to Case Folders & Dispute CRM, Accounts
Views: Deposit Escrow Accounts, Invoice Status Queue, By Cost Split Ratio
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Bespoke Independent Mediator & Arbitrator OS →