Scope of Services
Define the mediation purpose, issues to be mediated, expected deliverables, number and length of sessions, and whether shuttle or joint sessions are planned. Clear scope prevents later scope creep and billing disputes.
A clear Mediation Services Proposal aligns expectations, documents fees and timelines, and establishes confidentiality and dispute-resolution procedures. It reduces administrative delays, supports professional accountability, and creates an auditable record for later reference if disagreements arise.
Organizations and professionals who manage disputes use Mediation Services Proposals to document terms before mediation begins.
Proposals are also used by insurance adjusters, HR, and independent neutrals to standardize engagement terms and reduce later disputes.
Define the mediation purpose, issues to be mediated, expected deliverables, number and length of sessions, and whether shuttle or joint sessions are planned. Clear scope prevents later scope creep and billing disputes.
Provide proposed dates for initial session, follow-up meetings, and deadlines for preparation materials. Specify turnaround for scheduling changes and any cancellation windows with associated fees.
State rates (hourly or flat), retainer amounts, billing cycles, what expenses are reimbursable, and refund or hold policy. Include accepted payment methods and late-payment terms.
Include a confidentiality clause specifying scope, duration, permitted disclosures, and exceptions for legal process. Note whether mediation communications are protected under applicable state mediation privilege.
List documents each party must provide in advance, required witness attendees, and pre-mediation statements. Define how confidential or privileged information should be shared and labeled.
Specify how the proposal is accepted — signed physical copy, eSignature, or written email confirmation — and include the deadline and any conditions that trigger automatic expiration.
| Workflow Field and Configuration Settings | How to configure each workflow setting |
|---|---|
| Preferred Signer Authentication Method Type | Email link, SMS code, or KBA |
| Routing Order and Parallel Signers | Sequential or parallel signer routing choices |
| Conditional Fields and Visibility Logic | Show or hide fields based on prior answers |
| Document Retention Period and Metadata | Store executed copies, add tags, and export logs |
| 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 | 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Date the proposal is sent to all parties
Typical 7–14-day review window unless otherwise stated
Deadline for signatures to preserve quoted rates or schedule
Schedule within 30 days of acceptance unless parties agree otherwise
Specify notice period and any associated cancellation fee