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Mediate e signature order

the goal of this new iteration of the website is to promote mediators okay to promote them around the world to show people graphically in a vivid visual way that wherever they're located there's a mediator who's near them who's able to help them out but in a way the idea the vision you know sort of conflicts a little bit with the new technology that we're using these days like zoom webex microsoft teams because now it doesn't really matter where you're located you can still meet with customers and potential clients parties lawyers regular people around the world okay so this is one of the benefits that mediators are getting these days and so one of enzo mediation's big push is to go and promote mediators by making it easier to have people find you so find your meter that's one of our themes we want to help mediators be able to be scheduled and booked right from the website we want people to be we want mediators to be able to be paid online we want mediators to be able to start the mediations real easy and real quick and finally you want mediators to be able to get their agreements signed by the parties as quickly and efficiently as possible and we'll go into each step in a minute but the big focus today is on the finding the mediator the marketing portion the um putting yourself out there on a map and so what we've created is basically these profile pages where each mediator gets the opportunity to feature themselves okay and for free that's the big highlight of it so let me go to an example mediator and we'll go to this fake one up here in new york uh called jane doe mediations and i'll open up her page which all right so in jane doe mediations you have a background banner an image that kind of tells the public what she's all about uh what she does what her interests are your banner can basically be anything you want okay the um idea that we had before was to suggest that mediators put something that influences them that they care about maybe a piece of art something that will automatically grab people's attentions and make them want to you know contact you and have you be their mediator this is the biggest uh feature i would say on each mediator page so therefore it's kind of important what you put but it's completely up to you uh we started by putting other types of images like for example my business partner natalia who's up in poland in warsaw she put witchinsky park an image from the park a photo she actually took i've been to warsaw before so i've stood right here and her idea was to be sure she captures her polish clients because they would all know about this specific place my friend yasmin for example we put the city of sugarland um city square that has some beautiful artwork over there so just so people can easily recognize oh she must know all about the courts in this area she must be aware about the local laws around here she must uh be from around here and and knows the community and so it helps build trust it helps build um rapport with the potential parties potential attorneys who might be reaching out to you so that's why we suggest you have a nice piece of art of nice photo just the image of some type that will help connect you with other people okay so this was the example profile the old one for jane doe but anyway so basically that's that part okay you have your piece of imagery back here and we call this the banner okay so this is your banner next we put your name you put your name however you want we are suggesting something like jane doe or jane doe mediations or daniel mediations incorporated something like that so people can know you exactly uh as you might be able to tell on the top there is the um url that's called instantmediations.com forward slash mediator forward slash your name and so we want you to have a name that is as short and succinct as possible so people can know how to get to your page very easily so for example mine is instant mediations.com forward shots mediator forward slash mpr louis i know fran is instant mutations.com forward slash mediator forward slash fran rockstein very simple people can't miss you obviously if we get two friend brought rock box box teams in the world we would have to maybe put a middle name or something else but we want to make sure that people can get to you very very easily okay next you have your photograph so we just ask that you upload a photo no larger than 500 by 500 um well actually i believe it was no more than 200 kilobytes but when you're doing your registration form you'll be able to see it then you have your tabs when you get into the meats you have four tabs up here you got your about me tab where you can put on a video about yourself as well as share a little bit about yourself in writing about me and your procedures and policies and you can put a form or document if you'd like that might help people quickly interact with your office so the next tab is the book mediation and pay here basically just tells people what they need to do to schedule with you and to pay then finally we get to the wall which this person doesn't have anything on their wall but let me go to natalia's wall and on her wall she has that her office is fully operational during covet 19 so on your wall it feels kind of like a social media post you're able to post different things and let people know uh what you're doing what you're up to if you're going on vacation um if your office is open if your office is closed just it lets you it lets each mediator post recent announcements and you can allow on or off comments so people can actually post comments again just like facebook just like other types of social media like instagram or whatever but it feels kind of like social media you're able to post things and you get attributed for it finally we have the messages this message does sync with the email that you use to register and so if somebody uh you know puts their name their email their subject the message and attachment it will go to your email directly okay so instant mediation is just acts like a funnel it just goes through us uh we are not looking at your messages it just goes from the public to you on the right we have a few items the start mediation zoom button where if you click it it will automatically take you to the instantmediation.zoom.us page basically this is the easiest way for people to start their mediation what we do at my mediation office my legal assistant when she sends out the confirmation letters it includes their meeting id and it tells people just go to my profile i profile the mediator profile page click start mediation zoom and it automatically takes you to where you can click join to enter your meeting id really really really simple and that's one of the things that we started out months ago with our quote unquote start mediation button that allows anybody from anywhere in the world to be able to get on a zoom meeting with you the mediator can also sign into their account this way as well the mediator can begin posting a mediation by signing in through the middle button so basically this just this just makes it easy it's convenient you do not have to have a zoom license through instant mediations you can use any zoom license that you have so basically this portal works for anybody in the world who wants to be able to get on zoom immediately it's it's basically easy access it's just a page that we've set up through zoom um we we call this what zoom calls this business vanity page and so because it's a mediation this organization and it has at least 10 users on its zoom licenses it's able to have this benefit if you are paying for the 14.99 pro zoom license then you're not able to get your own vanity page but that's why we've set one up and so you're welcome to use ours uh whether or not um you have your zoom license through us so again that is a zoom button next we have the e-signatures in docs mediation portal powered by dot hub we've contacted dot hub we did get a special rate from them and so we're able to basically offer all our mediators access to their east siding tool um when somebody clicks on it it will take them to the instant mediations organization page on dot co okay and so it's dothub.com for science sf mediations and you're able to i'm signed in already with this account that's why i automatically logged in but this portal is only accessible by you through your username and your password that you will receive from us okay so and actually let me correct this if you already have a dot hub account and you might or might not be part of another organization maybe another business maybe a law office or whatever then when we invite you to join us once you register to become a pay member you will have access to be part of the instant mediation dot hub organization and now you'll be able to have all the pro features which i really like i mean dot com lets you do unlimited signatures you uh it works just like docusign just like adobe sign and you're able to go i'll show you this in a minute you're able to create your document send it out it'll go people's emails they will be able to sign it electronically with their finger on their phone or their mouse on their computer however they want or they can even type their name as a signature on their ipad or their laptop or their mac or windows pc whatever device that they might use and once everyone has signed everybody will get the finalized document as pdf we um love this tool and i've been using it already it works i've been using daca personally for at least three years i used to use adobe sign when i used to have the adobe cloud suite some some years back but they got a little pricey so we moved over to doc hub and i've been really liking them uh they can have a little bit of sensory overload because they have a lot of you know um features jam-packed um but i've learned to like it and a lot of mediators i know have used it because i was really uh blowing them up some months back when the pandemic started and people were asking on facebook hey what are you using and i told them hey dot com and people started getting on so they weren't very well known but i think they're getting to be really well known now because they do the job and they do it right next um when you register you have the opportunity to put in your contact information and so you you can put your address i know here we put pollen but let me go to um jane doe for example where she put her street address her email her phone number and her website okay and then finally she put her social media profile so people can get to your facebook page your twitter page your linkedin page your youtube page or youtube channel if you have one they're just links okay in your instagram and then finally the map uh fran i don't know if you noticed but we actually used to have an hours tab or opening hours tab on the right over here we have since removed the opening hours uh we've discovered from some feedback that it doesn't really add that much value to this limited real estate that we have uh for the benefit of potential parties we are somebody asking a question yep okay um it doesn't add that much value and so we did away with it so if you want to put to tell people about your working hours or your ability to mediate then you can definitely put it in your about me or under your procedures and policies or even as part as your forms packet that you might upload okay and so that is the basics of the um instant media instant mediator profile pages the biggest benefit of this is absolutely free to create our goal is to grow the community of instant online mediators so that we can grow the map so that parties who are looking for mediators to help them resolve their disputes will be able to quickly go on as a mediations find your name and be able to contact you now there are some upgrades if you are interested um the price sheet which was promised by the end of this week is this like by yesterday is still in the works and it's coming out but i'll give you the gist of it so basically there's a four tier price plan the basic level is completely free and that includes this profile page the next level is called the pro and that is 35 bucks a month and what that gives you is the benefit of being able to customize the book mediation in pay tab so that it no longer says welcome product my office to book and pay will work with you to embed your tool of choice to get people to book you right on this website and we will provide you a link that will go out to where you can be paid so let me show you for example my page okay so on my page on my book mediation and pay i basically give some instructions that if you're seeking a mediation you can agree with your opposing party on a date and time and you can select the dates and times right here my on my calendar that i use i use square appointments this is what we are recommending um i spent a lot of time on the phone with square and so i think their service is going to provide the biggest bang for everyone's buck namely here's why we were using at one point acuity mixed with stripe um we were promoting that however we found that stripe charges 2.9 cents per transaction plus i'm sorry let me start over strive charges 2.9 percent plus 30 cents per transaction square charges the exact same thing however square is not simply a payment processing company much like strife or paypal square also provides you with some additional benefits like they do payroll something i actually never knew about actually but square also does this they will give you a completely free um a square appointment account where you are able to set up something like this so for example let's say parties want to book me for four hour mediation and for four hundred dollars so they will select it and they can select a location either at my office or their office obviously it doesn't it won't really matter if we're going to be doing zoom so they will select the location and then it comes it brings up my calendar and because i did have a couple vacation letters on the file through the chords my calendar is not as busy at the end of the month as it normally would be but the person will then be able to select the date let's say they select tuesday the 18th okay and it allows them based on their time zone to book me either at nine in the morning or one pm and i've already told square my predetermined rules about how i want people to book me first off it's syncing with my google calendar i have like four of them so it's thinking with my google calendars secondly it is following the rules that i set up namely i don't want people to be able to schedule me um within eight hours of starting the mediation because i need a little bit of time okay so in theory somebody could schedule me really really early in the morning to begin at 1 pm for mediation but my other rule is i don't want people to be able to schedule me further than 90 days out so i told square under my settings uh those parameters then i also told square under its settings just how much gap time i need between appointments and so i when you go to your square settings you're able to set this up and look this isn't you know exclusive proprietary technology most of these companies do the same basic thing whether you use appointee or calendly or acuity appointments um whether you use some kind of other private program there's a ton of them out there we just prefer square because again it comes as an added benefit to the service the credit card processing company and so when somebody picks let's say they pick 9 am they're able to put in their cell phone their email their first name and last name and in the appointments box i gave them directions to please be sure to include the appointments box the names emails and phone numbers of all official parties for the mediation because i have to do my due diligence and confirm that the other side actually agrees to mediate i can't just send out confirmation letters to parties unless i've actually spoken or gotten written confirmation from the other side as well so this is part of my workflow in terms of having people um book me online okay you got to protect yourself as a mediator and you don't want to have conflict of interest so this is a good way to do some conflict check and to make sure that you communicated with all parties before you go ahead and accept their booking finally um when they're ready they can book the appointment i'll get an email and i will have my assistant follow up with both sides and send out my mediation confirmation letter by the way people didn't have to use this at all they could have just looked over here and seen my email on the side if they wanted to but this is supposed to make their life easier it's supposed to help them book me quickly efficiently without a bunch of back and forth they can both get together and they can go to the calendar and see my calendar one of the number one problems i i've always encountered the last few years and mediating are the constant calls you get from one or two sides asking you for dates we're all used to that right hey can i get some dates that you have a bit of a mediation well that can finally end all you gotta do is tell the parties go to my instantmutations.com forwards class mediator forward slash my name page my profile page and right there there's all my available dates you can't double book me because it's already syncing with my google calendar and google calendars plural and it will make sure that i receive the booking notification it doesn't mean the mediation is confirmed yet it just means that now i get to confirm yep that date is good or no that day is not good can you guys pick something else so once the parties have received their mediation confirmation letter now they are ready to pay when will they pay well that's kind of up to you and that would be under your about me section but under your policies your procedures or your mediation letter should also explain that right but my rule is the parties just need to pay at least 24 hours before the mediation begins okay so when my letter simply says when you are done and you're ready to mediate just 24 hours before please go back to my page click pay to click to pay now and it will open up my mediation payment page again we're using square payments somebody else might do something else we can link up whatever payment portal you might have some people might use law pay for example it would be super easy to actually just link up your click to pay to your your law pay page so it doesn't really matter what service you use um we want this payment process to be seamless in terms of getting to it but we also don't want to be in the middle between you and your money between you and your clients paying you so this is why we prefer the um outsourcing of it or if you will the window reopening to a different tab letting people be able to pay you directly and so here parties will put their name with their email and they'll put their credit card and they'll click pay you could choose to give them a payment options you could say 400 or 500 up here however i prefer to do the zero and let people input the price themselves first off they never make a mistake most people will put the correct amount i mean they're not gonna put four thousand instead of four hundred if they put four dollars obviously they made a mistake but i like this ability because let's say i'm a financial party has significant financial difficulties and i give a discount well this allows the flexibility for there to be a number that's different from what you had actually published online there are many reasons for this okay uh also when you're what what always happens whenever people go over time in the mediation we've all been through this where our letters say something like please bring cash please bring a money order they come to the office to do the mediation but then they go over and now they're supposed to pay you the additional 100 or the additional 150 per hour to do the overages well wouldn't it be really easy instead of forcing them to be bringing cash just in case they gotta pay you extra money to be able to just go right back to your to your uh checkout page and pay right there and then you can continue so i really like this it makes it really super easy everything's right here okay one hub for my about me how they get to know me uh my my policies and my procedures are right here um about me my video my booking my payments and then my wall whatever i might be wanting to announce and then finding my messages if people want to message me and when they are ready to start again they can come right back to the same page click stop mediation and it takes them to the zoom entry page where they can type in their meeting id and when we're finally finished with the mediation i will log in to my mediator portal uh via doc hub and create the msa the mediation settlement agreement so that i can send it out for them to sign all five steps finding you booking you paying you zooming you and finally e-signing with you all here in the centralized hub let's go back to the prices for a second so just repeat basic is free you have your page next level pro 35 bucks a month to make your book mediation and pay tab live next is the the zooming and the signatures we have another level called premium and that is 65 a month if you sign up for this you'll be able to have your doc hub license to be able to do unlimited e-signatures okay and finally the last option is the complete option and that is starting at 85 bucks a month although the price has not completely been set yet under complete we provide you with a zoom license through instant mediations if you prefer to just use your own zoom license then that's fine you still have access to the zoom button and if you prefer you still want to just do your own docusign or whatever that's fine you don't need to do the premium either and if you prefer to do your own booking on your own website or i'm accept payments through some other method that's fine we can keep your book mediation and pay button as simply showing the welcome contact my office to book and pay and ultimately all you are left with is the basic account which is completely free and so we want to grow the pool and if we can have more people like that that's great however if you want to use the tools with one monthly payment so that you can have basically the full suite then we would encourage you to sign up for the complete at the starting at 85 bucks a month but it's completely voluntary completely up to you um what we're trying to do is grow more than necessarily sell okay this tool we believe is going to help make life easier for potential parties and attorneys all over the place when they just want to fund a mediator who can quickly take them through the booking paying zooming and e-signing process all right let me before i get the questions let me go through the e-signing real quick all right let me go to [Music] let me sign out of this other docuson dot hub page in one moment here okay back so now let's say i have finished my mediation the parties are in agreement and and i know i saw another chat okay great the parties are an agreement you have been typing up your msa on microsoft word or google docs whatever you use to type up your msa your immediate settlement agreement on your computer while the parties were doing the mediation which we recommend obviously because you don't want to take too much time so you should be typing away drafting up your msa and maybe you do a screen sharing to show the parties the first or second draft or maybe you email the document the proposed document of you know in word version so the party's giving you the draft and let's say you've made your changes and now everyone agrees yes this copy is what we're going to sign we will you will simply go to your e-signatures and docs portal and it will allow you to log in top right corner to your account i have mine to sign in with google and let me go to a google account for mediation office and since i was already pre-signed before it ought to be like let me in so i'm going to go not to instant mediations which i can see here if i want to share documents with the organization let's say i have samples i like to share everybody else you can put it here okay or let's say i have documents i want to make public to the world you can do the same thing you can change your privacy but if you're doing your own mediation obviously you're going to want to keep it only between you and your parties right so you just go to your own account mac plu and let me move this down here only because i do have some other personal documents that i have been working on but i am going to open up a sample document i'll bring it right back up here one moment okay best way to do this all right let me close back up so all i did was i went to new and it allowed me to upload my document so this is just a sample document once i uploaded it automatically opened it up and by the way if i uploaded a word version it automatically pdfs it as well okay because um dot hub really focuses on the pdf experience so let's say this is my sample agreement and i have i want the parties to sign so i'll show you the signing process but first let me go and do the page controls and show you on the on the left i'm able to let me make this a little bigger just so you guys can be sure you can see it really well on the left i'm able to see with the page controls all the documents all the pages of document i can actually take this and i can move pages around which is pretty cool you're basically able to edit the pdf document it's something that you don't get unless you're paying premium for adobe or other pdf manipulative software and you're able to also add pages to the pdf document which i really really like you're able to delete pages from the pdf document okay you can rotate pages so i really love dot hub for this feature it's pretty it's not well known but dot hub is not just an e-signing tool it the reason they call it doc hub is because they want to be all things for your document in the cloud and so um the other window here is a managed field where you're able to open up the signature spots let me go i want to start over and basically uh create for you the signatures from scratch just so you can see let me say let me delete roll let me delete roll and let me delete raw let me do this and i should take care of it okay [Music] see delete delete delete and finally delete and i think there were in initials here i guess not all right let me back up a little bit so now that i'm on my document the parties want to sign it we're going to have them sign way down here so here's what i'm going to do i'm going to prepare a sign request and i'm going to add my signers let's say i have john doe jane doe jondo's lawyer jane those lawyer and i'm going in myself if i'm gonna sign it some mediators do some mediators don't so one two three and four so here are the four slots i'm gonna do for john doe jane doe jondo's lawyer jane doe's lawyer so john doe at example.com jane doe example dot com john the lawyer at example.com and jane bill lawyer at example.com so now i have my four signers okay and of course i always want them to be able to sign all at once i don't want to wait for each one to be i'm waiting for the other okay so now let me manage the fields so now i have to actually create using my left tool the actual signature fields and initial fields so let's start with let me let me go ahead and click signature and i'll go to petitioner let's say john doe click it and i go to john doe's name click and now it's marked green for him next responded click jane doe and it's marked blue for her next on the line attorney john the lawyer orange for him and finally jane the lawyer this bluish for her finally let me say i want to sign it i can but i'm not going to in this instance so here are the four each one is a required field and it's very important that it says required because if it doesn't then it's going to say optional which is a little confusing to parties so it's just required automatically and then let me do some initials uh let me say the initial is going to be right here agreed by petitioner and agreed by respondent i go to my initials click and that's going to be john doe the petitioner and click that's going to be jane bill the respondent so now i have john doe doing two things signing and initially and jane though doing signing and initially and the attorneys will only be signing okay and let's say um i wanted dates as well you can also put uh dates so let's say i don't have it right here on this form but let's say i want um john dale to put his date so date button goes here and it's going to be assigned to john doe respondent date button goes here is going to be assigned to jane though so now i have everybody ready to go and i'm just going to go to my prepare sign requests and it says john doe has three things to do jane doe three things to do john doe lawyer one thing to do jane the lawyer one thing to do and all i have to do is send is click send now i'm not going to because of the fact that we're using example.com emails they're not true emails but when you click send it goes to all parties and you can do this while you are in the mediation they simply need to go on the device i prefer the telephone if they use your mobile phone they can use your finger with a little more control than if they're using their mouse the other thing is they have the option of typing in their name which will be created into cursive but i personally don't recommend that i think they need to put their finger to the glass i've seen at least one judge reject a divorce decree um because it didn't have finger to glass it only had the parties typing their names so i mean anybody could do that that's not very secure in my opinion so we want to recognize people's signatures and this is why we recommend you encourage them to use their smartphones or their tablets so they can sign with their finger um you can when you you can have them get permissions you can put a customized message you can remind them um if they don't sign it obviously you don't want your parties to be leaving um the mediation without having signed the agreement this causes all sorts of problems right so this is why it will really help you to just get people to sign off right before you close out the mediation and once you're done you are finished with all five steps and again you can do all of this right by right from having your own mediator profile page okay about me book and pay your wall your messages zoom start to mdh and your e-signature portal and everything else you need is right there