Case Caption
Full court name and docket number at the top so the mediator and court staff immediately identify the file; include counsel names and contact details for day-of communication.
A well-crafted mediation statement clarifies litigation posture, assists the mediator in prioritizing issues, and signals readiness to negotiate while preserving positions for counsel and the court.
Both parties and the mediator rely on the statement to streamline the conference and reduce repetitive briefing during settlement discussions.
Full court name and docket number at the top so the mediator and court staff immediately identify the file; include counsel names and contact details for day-of communication.
Briefly state the stage of litigation (motions pending, discovery status, trial date) to help the mediator prioritize settlement issues and understand scheduling constraints.
Concise chronology of material facts, focusing on disputed facts and key supporting documents; cite exhibit numbers and dates for quick reference during discussion.
List controlling claims or defenses with succinct citations if helpful; avoid extended legal briefing but note any dispositive issues that could inform settlement value.
Provide an indexed exhibit list and identify witnesses expected to be referenced; note any foundational objections or authentication issues known in advance.
State baseline and realistic range, any non-monetary priorities, and confidentiality or reservation-of-rights language to guide negotiations without disclosing privileged strategy.
| Upload Document | Upload final PDF with exhibits attached in the order referenced |
|---|---|
| Add Recipients | Enter mediator and opposing counsel emails with role (recipient/viewer) |
| Set Authentication | Choose email or SMS code authentication per mediator requirements |
| Add Confidentiality Note | Attach mediator’s confidentiality protocol or protective order |
| Deliver & Archive | Send to recipients and retain a dated copy for the case file |
Verify any platform security certifications or business associate agreements before transmitting sensitive or health-related information to meet privacy obligations.
Often 7–14 days before mediation for statements and exhibits
Commonly 3–7 days before the mediation session
Some mediators request confidential position letters 3 days prior
Confirm attendance, estimated session length, and breakout plan
File settlement documents or proposed orders within agreed timeframe
Complete initial draft and circulate internally for edits.
Index and paginate exhibits; resolve any authenticity disputes.
Provide copies to opposing counsel per scheduling order.
Send confidential copy and confirm receipt and instructions.
A landlord summarizes damages and rent history to show exposure
A vendor outlines breach claims and deliverables timeline to establish remedy priorities
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