Marketing & Strategic Planning
We gather and analyze information in the marketplace from available information including recent trends and current laws to understand the neutrals market. Thereafter, we create and implement user-friendly methods to achieve established goals and assist in tracking efforts to ensure feasibility and viability of methods.
Maintaining and developing business from existing clients is a critical factor in a successful practice. We Identify and track existing clients and evaluate/create opportunities to connect with these clients to encourage and expand continued business. Plans are created to assist neutrals to stay on course with development of their business.
We create infrastructure necessary for each neutral’s practice. It is important at Edge to create effective and efficient processes from case inquiry to case conversion to case conclusion. We make sure our case management consists of user-friendly methods for billing/payment, document management and transfer of information while ensuring individualized top-level client service.
Meet Sonia Patel Dalton, Esq.
From creating the basic infrastructure to retention and growth of existing, seasoned ADR Firms, Sonia has the expertise, passion and tenacity to build and exceed growth and revenue expectations.
“Sonia truly knows the business of mediation. She took the time to learn about me and my particular interests and goals, then applied her experience and insights to craft individualized recommendations, action items, milestones and follow-up to motivate and launch my practice. Without Sonia’s guidance, I’d still only be thinking about mediating, and not mediating.”
“Sonia’s sophistication in the ADR world, ability to connect with people, and organizational skills make her the ultimate case manager. The depth of her experience lets her easily move from managing to marketing. Her professional but personal demeanor make her an absolute pleasure to work with.”
“As an unaffiliated neutral, it is critical that I am able to work with an independent case administrator who is knowledgeable, resourceful, responsive and diligent. Sonia Patel meets all those criteria – and more. My practice has grown in significant part because of her input. Simply put – Sonia is the best in every category that a neutral would require.”
“Sonia has been my go-to case manager and marketing consultant for the past several years as my independent mediation practice continued to expand. Throughout, Sonia has provided the infrastructure needed to be independent and manage the practice, including intake, calendaring, setting, and invoicing. Sonia is not only highly experienced and knowledgeable in the evolving Southern California mediation landscape, but is also great with clients, responsive, professional and insightful. I wholeheartedly recommend Sonia for any and all ADR support needs.”
“Having worked with Sonia for over a decade, I can say — without reservation – that my independent practice could not survive without her. As a former case manager, Operations Director at a boutique ADR provider, and as a former practicing attorney herself, Sonia “gets” my clients and my practice well beyond any other case manager I’ve had. And I say that as someone who mediated for almost two decades at major ADR providers before launching my own independent mediation practice.”