Preside — Court ADR Program

Case docket — ADR referrals

Fairfax County GDC · 47 active cases · 8 awaiting mediator assignment

8 pending assignment

Active ADR cases

47

This calendar year

Settled via ADR

78%

37 of 47 resolved

Avg days to resolution

23 days

vs 18 months litigation

Court hours saved

312 hrs

Docket impact YTD

Active referrals 47 cases

Case no.	Parties	Type	Referred	Stage	Mediator	Session	Status
GDC-2026-0441	Johnson v. Apex LLC	Employment	Apr 2	Stage 4	S. Khan	Apr 10 · 10am	Scheduled
GDC-2026-0438	Torres Family Dispute	Family	Apr 1	Stage 3	M. Williams	Apr 12 · 2pm	Mediator pending
GDC-2026-0435	Park v. Seoul Market	Business	Mar 30	Stage 2	—	TBD	Approval needed
GDC-2026-0431	Chen Estate Matter	Elder/Estate	Mar 28	Stage 4	S. Khan	Apr 14 · 11am	Scheduled
GDC-2026-0429	Williams Wage Claim	Employment	Mar 27	Stage 1	—	TBD	Clerk review overdue

Referral intake

New referral triggers the configured approval workflow automatically

8 pending intake

New referral

Case details

Case number

Auto-generated on submit

Referring judge

Case type

Jurisdiction

Virginia — Fairfax County

Party A name

Enter full name...

Party A email

Enter email...

Party B name

Enter full name...

Party B email

Enter email...

Preferred mediator (optional)

On submission: clerk review notification sent instantly · 24hr approval window starts · parties notified only after all stages approved

Current approval workflow — Standard referral

Stage 1 — Clerk review

Verify completeness · 24hr window · auto-escalates if missed

24 hrs

Stage 2 — Coordinator approval

ADR appropriateness check · conflict of interest screen

48 hrs

Stage 3 — Mediator assignment confirmation

Mediator accepts or declines · auto-reassigns if no response

24 hrs

Stage 4 — Party notification

Intake forms + scheduling link sent to all parties

Auto

Intake queue

GDC-2026-0449

Employment · Today · Stage 1 — awaiting clerk review

Due in 22hrs

GDC-2026-0447

Family · Apr 7 · Stage 2 — coordinator approval

Due in 6hrs

GDC-2026-0445

Business · Apr 6 · Stage 3 — mediator confirmation

On track

GDC-2026-0429

Employment · Mar 27 · Stage 1 — OVERDUE 12 days

Escalated

Workflows & approval chains

Configure multi-step approval flows · set triggers · build notification rules

Active workflows

Standard referral intake

4 stages · applies to all new referrals · default workflow

Active

High-value case (>$100K dispute)

5 stages · adds senior coordinator approval · 3 workflow stages

Active

Child custody referral

Adds mandatory child welfare check · guardian ad litem notification

Active

Elder / guardianship referral

Adds capacity verification step · APS notification if indicated

Active

Standard referral workflow — stage builder

1

Stage 1 — Clerk reviewCompleted

Assigned to

Deadline

If missed

Required actionVerify all fields complete

2

Stage 2 — Coordinator approvalIn progress

Assigned to

Deadline

If missed

Rejection reasonRequired — written

3

Stage 3 — Mediator assignment confirmationPending

Assigned toMediator on panel

Deadline

If declined / no response

Conflict checkAuto-run on assign

4

Stage 4 — Party notificationAuto

ActionAuto-triggered — no approval needed

Sends to partiesIntake form · scheduling link · fee info

Sends to mediatorCase summary · prep brief generates

+ Add stage

Trigger & notification rules

Time-based triggers

Stage overdue — escalate to supervisor

Any stage exceeds deadline without action

Immediate

Case unassigned for 7 days

Flag as urgent · notify program director

Day 7

Outcome report overdue

5 days after session close — daily reminder

Day 5+

30-day case review

Flag any active case with no activity in 30 days

Off

Event-based triggers

Party completes intake form

Notify mediator — prep brief auto-generates

Instant

Session marked complete

Start 5-day outcome report countdown

Instant

Settlement agreement signed

Auto-file outcome to court docket

Instant

Condition-based triggers

Case involves minor under 18

Add mandatory child welfare acknowledgment step

On create

Dispute value exceeds $100K

Escalate to senior mediator — bypass standard assignment

On create

Elder case — capacity concern flagged

Notify Adult Protective Services · add guardian verification

Off

Notification center

5 unread · role-based — you only see what requires your action

Your notifications — ADR Coordinator

Escalation — GDC-2026-0429 overdue 12 days

Williams Wage Claim · Stage 1 clerk review was never completed · requires immediate action

2 hrs ago

Your approval needed — GDC-2026-0447 Stage 2

Torres Family Dispute · coordinator approval due in 6 hours · ADR appropriateness check required

4 hrs ago

Mediator declined — GDC-2026-0445 reassignment needed

Marcus Williams declined Park v. Seoul Market · conflict of interest · next available mediator must be selected

Yesterday

Outcome report overdue — GDC-2026-0412

Morrison v. GreenTech · session ended Apr 3 · outcome not filed · 5-day deadline passed

2 days ago

Settlement filed — GDC-2026-0424 Kumar Family

Full agreement reached · outcome auto-filed to docket · referring judge notified

2 days ago

New referral received — GDC-2026-0449

Employment case · referred by Hon. M. Patel · Stage 1 clerk review started

3 days ago

Intake form completed — GDC-2026-0441 Party B

Johnson v. Apex LLC · both parties now complete · prep brief generated for S. Khan

3 days ago

Notification settings — by role

Court clerk

New referral assigned for review

Email + in-app · immediate

Incomplete referral — missing fields

Email + in-app · bounced back for correction

Daily docket summary

Email · 8am weekdays

ADR Coordinator

Stage 2 approval needed

Email + in-app · immediate

Escalation alerts

Email + in-app · when any stage is overdue

Mediator conflict detected

In-app · immediate · requires manual reassignment

Weekly ADR program summary

Email · Fridays at 8am

Program Director / Judge

Escalation — 7+ day unassigned case

Email only · director-level alert

High-value case (>$100K) approved

Email · FYI only · no action required

Monthly ADR outcomes report

Email · 1st of each month · PDF attached

Individual case settlements

Email · off by default for director role

Mediator roster

Fairfax County ADR panel · 8 active mediators

Active panel mediators

SK

Sara Khan, JD

Employment · Family · Elder & Estate

4 active cases

Tue/Thu/Fri

MW

Marcus Williams, MSW

Family · Business

6 active cases

Fully booked

DO

Diane Okonkwo, Esq.

Employment · Business · Family · Elder

5 active cases

Mon/Wed

RP

Robert Patel

Business · Elder & Estate

3 active cases

Mon–Thu

Settlement rate — YTD

Sara Khan

84%

Diane Okonkwo

81%

Marcus Williams

74%

Robert Patel

71%

Outcome reporting

Filed automatically to court docket on session close · confidential terms excluded

3 pending filing

File outcome — GDC-2026-0412

Morrison v. GreenTech · Employment · Apr 8

Case number

GDC-2026-0412

Mediator

Sara Khan, JD

Session date

April 8, 2026

Duration

3 hrs 15 min

Outcome

Mediator summary (not filed verbatim — for court record only)

Recently filed

GDC-2026-0424 — Kumar Family

Filed Apr 8 · Settled · M. Williams

Filed

GDC-2026-0409 — Reed v. Atlas

Filed Apr 5 · Impasse · S. Khan

Filed

GDC-2026-0401 — Lopez Divorce

Filed Apr 3 · Partial settlement · D. Okonkwo

Filed

ADR analytics

Fairfax County GDC · January – April 2026

Total referrals YTD

147

+22% vs 2025

Settlement rate

78%

115 of 147 resolved

Court hours saved

312 hrs

Est. docket impact

Avg cost per resolution

$1,240

vs $18,400 litigation

Settlement rate by type

Employment

82%

Family

75%

Business

71%

Elder/Estate

68%

Referral volume by type

Employment

58 cases (39%)

Family

47 cases (32%)

Business

28 cases (19%)

Elder / Estate

14 cases (10%)

Time to resolution

Referral to 1st session

11 days

Sessions per case avg

1.4

Total resolution time

23 days

Fastest resolution

1 day

Longest active case

67 days

Migration guide — old system to Preside

Realistic timeline by court size and system type · Fairfax County in Phase 2

Phase 2 — Data import active

Court size

Mid-size

Fairfax GDC · 147 cases/yr

Old system

Spreadsheets + email

No prior case mgmt software

Est. total migration

8–10 weeks

From kickoff to fully live

Current phase

Phase 2

Data import · Week 3 of 10

Migration timeline — Fairfax County

Phase 1 — Discovery & setup

Weeks 1–2 · Complete

Preside team maps your existing data — active case list, mediator roster, workflow rules. Admin accounts created. Staff training scheduled.

Export active case list from Excel/email

Mediator panel profiles created in Preside

Approval workflow configured to match current process

Admin and coordinator accounts provisioned

Phase 2 — Data import

Weeks 3–4 · In progress

Active cases imported. Historical case data migrated for reporting continuity. Staff trained on new intake flow.

47 active cases imported with party data

3 years historical outcomes migrated for analytics

Clerk and coordinator training — 2hr session

Parallel run begins — both systems active

Phase 3 — Parallel run

Weeks 5–7 · Upcoming

New referrals go into Preside. Old system used only as backup reference. Staff get comfortable. Workflow triggers tested with real cases.

All new referrals processed in Preside only

Approval workflow stress-tested with real volume

Notification rules adjusted based on staff feedback

Integration with court docket system tested

Phase 4 — Full cutover

Weeks 8–9 · Upcoming

Old system retired. Preside is the system of record. All workflows, notifications, and docket integrations fully live.

Phase 5 — Optimization

Week 10+ · Ongoing

30-day check-in. Workflow refinements. State reporting configured. Analytics reviewed with program director.

Migration time by court type

Estimated timelines

No prior software — spreadsheets/email

Like Fairfax County · simplest migration

6–8 weeks

Basic case tracking software (Caseload Mgr)

CSV export available · structured data import

8–10 weeks

Legacy court software (custom/old)

Data extraction needed · format mapping required

10–14 weeks

Tyler Technologies Odyssey

API integration available · data bridge built

12–16 weeks

Statewide deployment

Multiple courts · phased rollout · training at scale

6–12 months

What Preside handles for you

Data extraction from old system

Preside team

Data cleaning and formatting

Preside team

Workflow configuration

Preside team + court admin

Staff training

Preside team (2hr session)

Docket system integration

Preside team

Historical data import

Up to 5 years

What the court provides

Active case list (any format)

Excel, CSV, PDF, email chain — we work with what you have

Mediator panel contact information

Names, emails, practice areas, availability

Current workflow rules and approval chain

Written policy or verbal walkthrough — we document it

2–3 staff hours for training sessions

Clerk, coordinator, and director — separate sessions

IT contact for docket integration

One meeting with Preside tech team

Compliance dashboard

Mandatory reporting · confidentiality · ADR program requirements · audit trail

All systems compliant

Mandatory reporting log — YTD

Child abuse concerns reported

Family cases · VA Code §63.2-1509

2

Elder abuse concerns reported

Elder/Estate cases · VA Code §63.2-1606

1

All reports within required timeframe

VA requires immediate reporting

100%

Approval workflow audit trail

GDC-2026-0441 — Stage 1 approved

Apr 2, 9:14am · Clerk J. Torres · 18 min after referral

Logged

GDC-2026-0441 — Stage 2 approved

Apr 2, 2:30pm · Coordinator M. Singh · 5 hrs after Stage 1

Logged

GDC-2026-0429 — Stage 1 overdue

Mar 27 → escalated Apr 3 · clerk never actioned · logged

Escalated

GDC-2026-0445 — Mediator declined

Apr 6, 11am · M. Williams · conflict of interest noted · logged

Logged

ADR program requirements

Mediator certification verified

Virginia Supreme Court certified

8 / 8

Outcome reports filed within 5 days

Court ADR program requirement

98%

Referral acknowledgment within 48hrs

Program requirement

100%

Verified statute database

Employment — Virginia

Last verified Apr 1 · law.lis.virginia.gov

Current

Family — Virginia

Last verified Apr 1 · law.lis.virginia.gov

Current

Elder / Estate — Virginia

Last verified Apr 1 · law.lis.virginia.gov

Current

Federal statutes

Last verified Apr 1 · eeoc.gov · dol.gov

Current

Next quarterly review

July 1, 2026

Scheduled