Every email the platform sends
Counsel and parties never log in. Everything they receive from a case is on this page. Nothing else is sent to them.
Each email below is sent from its own template.
Who gets copied
Every party can register extra addresses (a paralegal, an assistant). How those are delivered depends on whether the mediator sits on a panel:
| Mediator | Extra addresses arrive as |
|---|---|
| On a case manager's panel | CC on the party's own email — one email, everyone visible |
| Standalone | A separate copy of the same email to each address |
Mediators can also register CC addresses of their own — an assistant, a scheduler. Those addresses receive their own copy of each party's booking confirmation.
The emails
| Goes to | Copied | Sent when | |
|---|---|---|---|
| Mediation Meeting Scheduled | Each party | Party's extra addresses; the mediator's CC addresses | The case is booked |
| Mediation Meeting Scheduled with Signing | Each party | As above | Booking, where the mediator has a mediation agreement configured |
| New Mediator Session | The mediator | — | The case is booked |
| All-parties confirmation | The case manager | Every party on both sides, plus their extra addresses, duplicates removed | Booking, and only where the panel has the all-parties email switched on |
| Onboarding Reminder n/N | Each party who hasn't completed the onboarding form | Extra addresses | See Reminders |
| New Invoice | The party | Extra addresses | That party completes onboarding and their invoice is raised |
| Invoice Created (held for approval) | Nobody, until the mediator approves it | — | The mediator has manual invoice approval on. The invoice email is skipped and the invoice is held |
| Payment Reminder n/N | The party with an unpaid invoice | Extra addresses | See Reminders |
| Revised Invoice | Each already-onboarded party on the case | Extra addresses | A party is added or removed and the mediator chooses to email the updated invoices |
| Mediation — Party Added After Booking | The new party | Extra addresses | A party is added to a booked case |
| Brief Reminder n/N | Each party who hasn't filed a brief | Extra addresses | See Reminders |
| Hourly Invoice | The party | Extra addresses | The mediator raises an hourly invoice |
| Hourly Invoice Reminder n/4 | The party | Extra addresses | The hourly invoice is unpaid |
| Zoom Meeting Scheduled | Every participant on both sides | Extra addresses | The meeting link is created — see Meeting links |
| Zoom Meeting Link (mediator) | The mediator | — | Same moment, with an .ics attachment |
| Zoom Meeting Reminder | Every participant, and the mediator | Extra addresses | The day before the mediation |
| Case Reschedule | Every participant, and the mediator | Extra addresses | The mediation date changes |
| Case Cancelled | Every participant | Extra addresses | The case is cancelled |
| Case Deleted | Every participant | Extra addresses | The case is deleted |
| Mediation Agreement — Signing Request | Every party on the case, primary and additional. Not the mediator | Extra addresses | Sent from the Signatures tab. One signing link per case, shared by all recipients |
| Mediation Agreement Signed | All parties | — | The last signer signs; the executed PDF is attached |
| Hold Released | The firm the date was held for | — | A hold reaches the end of its duration. One email per released date |
| Case Transferred | The receiving mediator | — | A case is moved between mediators |
| Weekly Recap | The mediator | — | Fridays |
| CRM Task Notification | The mediator | — | Mondays |
| Case Outcome Report Reminder | The mediator | — | 48 hours after a completed mediation |
| Key Documents Reminder | Each party | Extra addresses | ODR mediators only |
| Password Reset | The mediator | — | They request it from the portal |
Two things to plan around
The all-parties email is a panel-level switch, not a per-case one. Where it's on, each party receives two emails at booking: their own confirmation and the copy addressed to the case manager. Deleting the template does not stop the send.
There's a record of every email. Scale keeps a history of each send — the case, who received it, which email it was, and any addresses copied. That's what answers "who was told what, and when".