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Mediation Request Form

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Mediation Request Form

This Mediation Request Form is submitted by Requesting Party: (Primary Contact: ) and Responding Party: (Primary Contact: ). Date of Request:

RECITALS

WHEREAS, the Requesting Party and the Responding Party (collectively, the Parties) are engaged in a dispute arising out of: ;

WHEREAS, the dispute relates to an agreement, transaction, event, or relationship dated: and identified as: ;

WHEREAS, the Parties seek to resolve the dispute through mediation to avoid litigation and to preserve the Parties' business relationship where possible.

NOW, THEREFORE, in consideration of the mutual promises set forth herein, the Parties agree as follows:

1. APPOINTMENT OF MEDIATOR

1.1 Selection. The Parties agree to refer the dispute to mediation. The Parties propose the following mediator(s) by name and consent to the mediator's disclosure obligations and conflicts check:

1.2 Appointment Procedure. If the Parties cannot agree on a mediator within seven (7) days of the date of this Request, either Party may notify the other in writing and request appointment under the agreed mediation procedure set forth in Section 9.

2. SCOPE OF MEDIATION

2.1 Subject Matter. The Parties agree that the mediation shall address the disputes identified in Section 1 and any related claims reasonably connected to the same transaction or occurrence, including claims for:

3. CONFIDENTIALITY

3.1 Confidentiality Obligation. All communications, offers, proposals, statements, writings, and documents produced for or during the mediation are confidential settlement discussions and shall be inadmissible in any subsequent litigation or arbitration to the fullest extent permitted by law. The Parties agree not to subpoena or otherwise compel the mediator to disclose mediation communications except as required by law.

3.2 Exceptions. Confidentiality shall not apply to information that (a) is or becomes publicly available through no fault of a Party, (b) is independently developed or obtained by a Party outside the mediation, or (c) must be disclosed by statute or court order, provided the disclosing Party gives prompt written notice to the other Party and, if feasible, seeks protective relief.

4. AUTHORITY TO SETTLE

4.1 Representative Authority. Each Party represents and warrants that the individual(s) attending the mediation on its behalf will have full authority to negotiate settlement, or that a person with such authority will be available by telephone or in person during the mediation.

4.2 Corporate or Agency Authorization. If a Party is a corporation, partnership, or other entity, the individual signing this form certifies that they have been authorized to request mediation and, if applicable, to execute settlement documents binding on the entity.

5. FEES AND COSTS

5.1 Mediator Fees. The Parties agree that mediator fees and administrative costs will be allocated as follows (select one or describe alternative allocation):

Equal share by Parties    Requesting Party pays    Responding Party pays

5.2 Estimated Amount. Estimated total mediation fees and costs:

6. PROCEDURES AND SCHEDULING

6.1 Format. The Parties agree that mediation will occur in the following format (check all that apply):

In person    Virtual / Teleconference    Hybrid

6.2 Availability. The Parties submit the following dates on which they are available for mediation:

From:   To:

7. PRIOR SETTLEMENT EFFORTS

8. RELIEF SOUGHT

8.1 Description of Relief. The Requesting Party seeks the following relief:

8.2 Monetary Amount Claimed:

9. MEDIATION RULES

9.1 Applicable Rules. The Parties agree that mediation will be conducted under the Parties' agreed rules. If no specific rules are selected, the mediator's customary procedures will apply.

Select rule basis: Agreed commercial mediation procedure    Court-connected program rules    Ad hoc procedure as directed by the mediator

10. NOTICES

Requesting Party - Notice Address

Responding Party - Notice Address

Notices required under this form shall be in writing and delivered by hand, certified mail, or electronic mail to the addresses set forth above. A notice is effective upon receipt.

11. GOVERNING LAW

This Mediation Request Form shall be governed by and construed in accordance with the laws of: , without regard to conflict of law principles.

12. ENTIRE AGREEMENT

This form constitutes the entire mediation request agreement between the Parties with respect to the subject matter hereof and supersedes all prior understandings, whether oral or written, relating to the arbitration/mediation referral described herein.

13. SEVERABILITY

If any provision of this Form is held to be invalid, illegal, or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby.

14. AMENDMENTS; WAIVER; COUNTERPARTS

Any amendment to this Form must be in writing signed by both Parties. Failure or delay by either Party in exercising any right under this Form shall not operate as a waiver of that right. This Form may be executed in counterparts, each of which shall be an original and all of which together shall constitute one instrument.

15. CERTIFICATION

By signing below, each Party certifies that the information provided in this form is true and correct to the best of their knowledge; that they request good faith participation in mediation; and that they understand and accept the confidentiality, fee, and authority provisions set forth above.

Requesting Party — Print Name:

By:

Date:

Responding Party — Print Name:

By:

Date:

Enter text✕

What a Mediation Request Form Is

The Mediation Request Form is a standardized document used to start a mediation process between disputing parties. It captures essential case details, contact information, the nature of the dispute, proposed remedies, and scheduling preferences. Courts, ADR providers, employers, and private mediators commonly require a completed form to assess eligibility and assign a mediator. The form also documents jurisdictional and confidentiality choices and identifies any preliminary procedural agreements. Completed forms become part of the mediation intake record and support administrative steps such as fees assessment, calendar coordination, and pre-mediation exchanges of information.

Why the Form Matters for Faster Intake

The Mediation Request Form streamlines intake, preserves case facts, and clarifies parties' interests before sessions. It reduces administrative delays, helps determine mediator suitability, and documents confidentiality preferences and scheduling constraints to support efficient case management and fair resolution planning.

Why the Form Matters for Faster Intake

Who Typically Completes This Form

Use this form when initiating mediation with a court, private ADR provider, workplace program, or community mediation service.

  • Individual litigants and their attorneys seeking voluntary or court-referred mediation.
  • Businesses, landlords, and tenants resolving contractual, property, or lease disputes outside formal litigation.
  • Employers and HR departments using internal mediation for workplace complaints or policy disputes.

Complete the form accurately to avoid scheduling delays and ensure the mediator has necessary background to plan the session.

Core Elements of an Effective Mediation Request Form

A professional Mediation Request Form organizes case facts, identifies decision-makers, documents confidentiality agreements, and provides clear scheduling and contact details for efficient intake.

Case Details

Include claim type, key dates, contract references, and a concise statement of disputed issues to give the mediator context for evaluating case complexity and potential mediation approaches.

Parties

List full legal names, roles (plaintiff/defendant or claimant/respondent), counsel contact information, and preferred contact methods to ensure efficient communications prior to the session and availability windows.

Relief Requested

Specify monetary amounts, injunctions, or other remedies sought. Be precise; vague descriptions increase follow-up and may affect mediator selection for complex equitable remedies.

Confidentiality

Indicate whether communications or settlement discussions are confidential or subject to court reporting; include any stipulated confidentiality agreements or protective order requests and specify permitted disclosures for counsel or insurers.

Attachments

Attach relevant exhibits such as contracts, invoices, photographs, and chronology of events. Label each exhibit and reference it within the dispute summary for clarity and authentication details.

Scheduling

Provide preferred dates, windows of availability, estimated session length, and any hard scheduling constraints to expedite calendar coordination and avoid multiple rescheduling attempts including time zone and participant time restrictions.

Four Practical Priorities When Preparing the Form

These core elements make a Mediation Request Form effective: clear parties, precise dispute summary, attachments, and explicit scheduling and confidentiality terms.

Clear Parties

Identify each party with full legal name, role, representative contact, and authority to settle to reduce confusion, streamline mediator communications, and prevent later verification delays.

Concise Summary

Provide a focused statement of the dispute limited to essential facts, claims, and legal basis so the mediator can quickly assess case issues without reading voluminous attachments.

Document List

Include an indexed list of attachments with short descriptions and exhibit numbers so parties and mediator reference evidence efficiently during scheduling and pre-mediation and reduce administrative back-and-forth.

Logistics

Specify location (in-person or virtual), platform preferences, interpreter needs, estimated duration, and any accessibility accommodations to support smooth session planning and technology checks required in advance.

Step-by-Step: From Drafting to Submission

Follow these steps to complete and submit a Mediation Request Form to an ADR provider or court administrative office.

  • 01
    Prepare Documents: Gather contracts, correspondence, and evidence summary for attachment.
  • 02
    Complete Form: Enter parties, case details, contact info, and scheduling preferences.
  • 03
    Attach Support: Upload exhibits or concise chronologies; label attachments clearly.
  • 04
    Submit & Confirm: Send to provider or clerk and retain receipt or confirmation.

What Happens After You Submit the Form

This outlines the routing and processing after submitting a Mediation Request Form to an ADR provider or court intake unit.

  • Intake Review: Administrator reviews completeness and assigns case priority.
  • Mediator Match: Provider evaluates conflict checks and selects an appropriate mediator.
  • Scheduling: Coordinator proposes session dates and communicates logistics to parties.
  • Pre-Mediation: Parties exchange statements and any agreed procedural rules.

Configuring an Online Intake Workflow

Configure online intake workflows to mirror the paper Mediation Request Form and automate routing to mediators and administrators.

Field Configuration
Notification Settings Email and SMS reminders to parties.
Routing Rules Auto-assign by case type or manual selection.
Attachment Handling Require exhibits uploaded as PDF; max file size per upload.
Privacy Settings Mark shared documents confidential when privacy required.

Supported Distribution Channels and Security Considerations

The Mediation Request Form can be shared through multiple digital platforms; choose the channel compatible with your provider's intake process.

  • Email: Attach PDF or include signing link.
  • Portal: Upload via provider secure intake portal.
  • eSignature: Use compliant platform with audit trail.

Common Preparation Pitfalls to Avoid

  • Incomplete party information delays intake, requires follow-up, and can result in missed deadlines or reassignment of the case to a later session.
  • Vague dispute summaries force mediators to request additional documents, increasing preparation time and reducing the efficiency of the mediation session.
  • Failing to indicate confidentiality preferences may expose sensitive settlement discussions to unintended disclosure or inconsistent protections.
  • Missing or incorrectly labeled attachments create verification issues and can delay or invalidate evidence considered by the mediator.

Consequences of Errors or Missing Information

Processing Delays: Scheduling postponed
Fee Forfeiture: Late fees may apply
Evidence Loss: Attachments omitted
Invalid Request: Form returned incomplete
Confidentiality Risk: Unclear protections
Administrative Costs: Additional filings required

Security and Compliance Considerations for Electronic Intake

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest.
Audit Trail: Record timestamps, IPs, and signer actions.
HIPAA BAA: Business associate agreement required for PHI.
Authentication: Email, SMS code, or advanced methods available.
Retention: Store electronic records per legal retention rules.
Access Controls: Role-based permissions limit who views requests.

Important Timing and Deadlines to Track

Key deadlines vary by provider and jurisdiction; track filing date, scheduling windows, and any court-ordered mediation timelines to avoid penalties.

Filing Date:

Date you submit the form determines scheduling priority.

Provider Response Window:

Providers typically respond within 7–14 business days.

Pre-Mediation Exchange:

Exchange of statements often due 3–7 days before session.

Court-Ordered Deadlines:

Follow timelines specified in the court order precisely.

Extension Requests:

Request extensions early to avoid missed mediation windows.

Key Milestones From Submission to Session

Key processing milestones after submission help parties track intake, mediator assignment, scheduling, and pre-mediation exchange deadlines.

01

Submission Received

Intake logs receipt and begins administrative review.

02

Completeness Check

Administrator confirms required fields and attachments, requests missing items.

03

Mediator Assigned

Provider selects mediator based on specialty and availability.

04

Pre-Mediation Exchange

Parties deliver statements and exhibits per schedule.

Real-World Examples of Form Use

These examples show typical uses of Mediation Request Forms in different contexts and how they shaped intake and scheduling.

Optica Ventures

Optica Ventures used a Mediation Request Form to consolidate contract disputes across portfolio properties and centralize communications for counsel and tenants.

  • Intake reduced scheduling time and confusion.
  • By attaching concise chronologies and labeled exhibits to the form, the provider assigned an appropriate mediator quickly, reduced pre-mediation document requests, and the parties scheduled a single half-day session that resolved the matter without protracted discovery.

Xerox

Xerox integrated the Mediation Request Form into NetSuite workflows to auto-populate client and contract data for faster mediator assignment.

  • Pre-filled fields reduced manual entry.
  • Automated routing and consistent attachment labeling shortened intake cycles, improved audit trails for compliance, and allowed case managers to prioritize high-value disputes, reducing overall time to schedule and increasing transparency for in-house counsel.

eSignature Pricing and Feature Comparison

Comparison of common eSignature plans and capabilities to consider when choosing a platform for Mediation Request Form electronic workflows.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About the Mediation Request Form

Common questions about completion, signatures, confidentiality, and corrections with clear, practical answers to help avoid intake delays.


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