When a leading provider of high-stakes Alternative Dispute Resolution (ADR) approached us, their panel of distinguished professionals—including former federal judges and senior litigators—needed a better way to manage their work inside Salesforce. The challenge was clear: create a centralized, secure space where ADR professionals could log their time, view their calendars, and stay on top of upcoming hearings and events.
The Challenge
ADR professionals handle sensitive, complex cases that demand precision and efficiency. Yet, without a dedicated system, they were juggling multiple tools to track time, manage schedules, and prepare for meetings. This created inefficiency and increased the risk of missed details.
Our Salesforce Solution
We designed and deployed a Salesforce Community tailored to the firm’s needs, creating a seamless digital hub for their panelists. Key features included:
- Secure Login & User Experience – Each professional accesses the community through secure Salesforce authentication, ensuring confidentiality and ease of use.
- Time Logging – Built-in functionality to record time spent on specific matters, directly linked to cases and activities in Salesforce.
- Calendar Integration – A centralized view of hearings, mediations, and events, fully aligned with Salesforce events and case timelines.
- Event Visibility & Reminders – Professionals can easily see what’s coming up and receive automated notifications to stay on track.
The Outcome
By leveraging Salesforce Community, the ADR firm gained a scalable and secure portal that empowers their panelists to work more efficiently. This solution not only streamlined time tracking and scheduling but also reinforced their reputation as an innovative ADR provider that equips its professionals with best-in-class tools.
Why It Matters
For ADR organizations, technology isn’t about bells and whistles—it’s about clarity, efficiency, and trust. With Salesforce at the core, we transformed how ADR professionals engage with their work, helping them focus less on administration and more on resolving disputes.
For questions or more information on how you can build your own Salesforce community, don’t hesitate to reach out to us.
Roy Wimer
