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.
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.
Use this form when initiating mediation with a court, private ADR provider, workplace program, or community mediation service.
Complete the form accurately to avoid scheduling delays and ensure the mediator has necessary background to plan the session.
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.
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.
Specify monetary amounts, injunctions, or other remedies sought. Be precise; vague descriptions increase follow-up and may affect mediator selection for complex equitable remedies.
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.
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.
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.
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.
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.
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.
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.
| 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. |
The Mediation Request Form can be shared through multiple digital platforms; choose the channel compatible with your provider's intake process.
Date you submit the form determines scheduling priority.
Providers typically respond within 7–14 business days.
Exchange of statements often due 3–7 days before session.
Follow timelines specified in the court order precisely.
Request extensions early to avoid missed mediation windows.
Intake logs receipt and begins administrative review.
Administrator confirms required fields and attachments, requests missing items.
Provider selects mediator based on specialty and availability.
Parties deliver statements and exhibits per schedule.
Optica Ventures used a Mediation Request Form to consolidate contract disputes across portfolio properties and centralize communications for counsel and tenants.
Xerox integrated the Mediation Request Form into NetSuite workflows to auto-populate client and contract data for faster mediator assignment.
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| 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 |