What parties see today
- Fill in a contact form and wait for a reply
- Email back and forth to find a time that works
- No visibility of fees or session types upfront
- You manually check your diary before every reply
Features
Mediation case management software — your whole matter in one place.
From the moment a matter is booked, every party, document, deadline, lawyer, payment, and session detail follows the same clear process. Share a booking link or add live booking to your website — track preparation status, manage relationships and commercial invoicing, run conflict clearance and staff tasks, use optional staff-only AI for prep packs and proactive chase, run virtual or hybrid sessions, and spend less time on admin.
Product preview
See the workflow before you sign up.
Illustrative screens from the mediator workspace and party-facing flows — booking, preparation status, secure intake, and staff-only AI insights.
Live calendar on your website or shared link — parties pick a slot without email ping-pong.
Your website
Turn “contact us for a date” into live booking
Most mediator websites still end with a contact form — then you negotiate times by email. Neutly lets parties book straight from your site: see real availability, choose a session type, and confirm a time without leaving your professional presence.
What parties see with Neutly
- Live calendar on your website — only open times shown
- Session length, fees, and accreditation before they book
- Panel sites: choose the right colleague, then pick a time
- Confirmed booking triggers intake — not another inbox thread
Live in minutes — no web project required
Step 1
Copy from Appointments
Open Appointments in your account and copy the ready-made booking block for your personal page or practice-wide link.
Step 2
Add to your website
Paste it on a “Book a session” page, your contact page, or panel site. Most website builders support this out of the box.
Step 3
Parties book — you prepare
They choose a time on your site. You receive a confirmed matter and the usual intake, payment, and reminder workflow begins automatically.
Included on Solo and Practice — not a paid add-on.
Your booking page shows your practice name and live availability. When you add it to your website, parties complete the same steps as on the standalone page — choose a mediator on practice-wide links, pick a date and time, then enter their details. Copy the ready-made block from Appointments; no custom development required for a standard setup.
Mediation document management, deadlines, and matter records.
Your own booking page
A dedicated page under your practice name — share the link in emails, or add the same booking experience to your own website. Parties see your accreditation, session types, fees, and live availability before they choose a time.
Booking on your website
Add your calendar and booking flow directly to your practice website — on a “Book a session” page, contact page, or panel site. Parties stay on your site while they choose a mediator (if you run a panel), pick a date, and enter their details. Copy the ready-made block from Appointments and paste it where your web person needs it.
All parties, equally informed
Every non-booking party confirms they agree to mediate and verifies their contact details. Automatic reminders keep everyone aligned — for two-party matters or up to six principal disputants on Practice.
Pre-mediation intake and documents
Parties complete intake forms and upload position papers through a secure link in their email. Track what is still outstanding before session day. They can save progress and return later — no passwords, no accounts.
Party return portal
After booking, parties can revisit a secure matter page anytime — check preparation status, outstanding tasks, uploaded documents, payment status, and session logistics without calling your office.
Fees collected your way
Send payment requests, split fees equally or custom between parties, designate a single payer, or mark fees paid manually. Offer a complimentary intro session on your booking page, apply promo codes at booking, or run gift vouchers on Practice. Money goes directly to your practice via Stripe Connect — we never hold client funds.
Flexible scheduling and reminders
Interval availability, multiple session lengths, tier pricing, and session kinds — including complimentary introductory sessions. Hold tentative enquiry slots, join a waitlist when full, and connect Google Calendar or Outlook — external busy times block overlapping slots, and confirmed sessions write back to your calendar. Automatic reminders chase outstanding payments, documents, and upcoming sessions — with optional AI-drafted proactive chase emails you review before sending.
Follow-on sessions
When parties need another session on the same matter, send a secure follow-on booking link — they pick a new time without re-entering case details or starting admin from scratch.
Matter file with audit trail
Reschedule, cancel, or mark a matter complete. When parties have paid, cancellations follow your policy — with partial retains where agreed, card refunds, and confirmation emails so everyone knows what to expect. Record the outcome, send confirmation letters, export revenue, and keep encrypted confidential notes secure. One record with matter history from open to close.
Lawyer updates without the phone tag
Referring solicitors get a read-only portal with matter status, a timeline of key events, secure brief upload, matter pack and proof-of-service exports, and an AI-generated matter summary when your practice has run one — without calling you for every update. Available on Practice.
In-person, virtual, or hybrid
Set session location, waiting room links, and separate caucus room URLs per party. Use your preferred video platform — add links once and parties receive them in session confirmation and calendar invites.
Multi-mediator practices, one account
Invite up to three colleagues on the Practice plan. Each mediator gets their own booking slug and Stripe Connect account. Run co-mediator matters with shared case access.
Grow your reach
Opt in to the public mediator directory on Practice — each listed colleague gets a profile page with photo, pitch, credentials, and practice areas. Parties browse, shortlist favourites, then book via a personal page or your practice-wide link. Panel registry deep-links to mediator profiles are available on the Panel plan.
Court and firm workflows
Record court referral details, track trust deposits (internal workflow — not trust accounting), and export outcome data for registries — alongside standard private booking. Panel registry deep-links and institutional volume are on the Panel plan.
Staff-only practice AI
Optional AI for mediators and practice administrators — practice copilot, intake briefs, downloadable session prep packs with AI timeline narratives, proactive chase drafts, readiness insights, and enquiry reply drafts. Opt-in, disabled by default, human review on every output. Parties never interact with AI.
Conflict clearance
Record conflict checks on parties and representatives, flag blocked matters, and clear conflicts with an audit trail before the matter progresses — so panel principals can demonstrate process without a separate spreadsheet.
Matter tasks and smart defaults
Track staff tasks per matter with due dates and assignees. When a matter activates, default tasks from your practice template appear automatically — customise templates once, then let every new matter start with the same professional checklist.
Typed acknowledgement
Send agreement and consent documents for parties to acknowledge by typing their name on a secure link. Status is tracked on the matter record alongside uploaded position papers. This is not a DocuSign-class e-signature platform.
Document templates
Maintain a library of reusable document and agreement templates in Account — fee arrangements, consent forms, and practice-standard wording — ready to attach or send without retyping from last month’s matter.
Financial insights
Revenue KPIs, AR aging, trends, and breakdowns by mediator, session kind, and fee basis — in your practice currency and timezone. Practice administrators see firm-wide party fees; mediators see assigned matters. Download CSV for your accountant; platform subscription stays separate from party revenue charts.
Outcome reporting
Filter outcome statistics by date range, mediator, matter type, and result — useful for panel reporting, registry returns, and practice principals who need visibility across colleagues without exporting spreadsheets.
Data retention controls
Configure how long closed matter data is retained and request confidential data purge when your obligations allow — with audit logging so compliance decisions stay on the record.
Accounting integrations
Connect QuickBooks Online (worldwide), Xero, or MYOB from Account → Integrations on any plan — push paid session fees to your books in your practice currency when party payments clear. Reduces double entry alongside Stripe Connect payouts; platform subscription billing stays separate.
Practice relationships and CRM
Track referring firms, contacts, and organisations alongside your matters — log activities, link enquiries to bookers, detect repeat clients, and see referrer intelligence on Insights. Not a generic CRM pasted onto mediation.
Enquiry inbox
Incoming enquiries land in a staff inbox — assign to a mediator, convert to a hold or booking, and link the booker to your relationship directory. Per-mediator filters on Practice keep panel intake organised.
Commercial invoicing
Issue post-session invoices with branded PDFs and secure payment links — hourly templates and overdue reminders. Complements booking-time Stripe Connect fees for lawyer-referred and corporate matters (Practice).
Document inbox and upload alerts
See new party and representative uploads in one feed — with email and in-app notifications, batched digests, and deep links straight to the matter document. Selective matter pack export when you need a filtered ZIP.
Session capacity by session kind
Cap daily bookings by session kind and see utilisation on Financial insights — so panel principals can protect prep time for full-day commercial matters without closing the whole calendar.
Smart integrations
Connect Google Calendar, Outlook, and Zoom through a guided setup wizard — busy times block booking slots, confirmed sessions write back, and Zoom meetings can auto-create on book. Integration health alerts when sync fails.
Waitlist auto-offer
When a slot opens, waitlisted parties receive an automatic offer to book — reducing manual coordinator work when calendars shift.
Branded party journey
Public booking, consent, onboarding, payment, and matter return flows carry your practice branding — with a clear matter timeline parties can revisit via secure link.
Practice webhooks and API
Register webhooks for matter lifecycle events on Practice — HMAC-signed delivery with retries. Combine with the public booking API for panel sites and registry integrations.
Practice operations
Beyond booking — run the whole matter lifecycle
Neutly is not just a calendar. Conflict clearance, staff tasks, typed document acknowledgement, templates, reporting, retention controls, and accounting sync sit alongside booking and intake — so panel principals and solo practitioners stay audit-ready.
Conflict and compliance
- Record conflict checks and clear blocks before matters progress
- Configurable data retention and confidential matter purge
- Full audit trail on downloads, outreach, and document access
Documents and acknowledgement
- Reusable document and agreement templates
- Typed document acknowledgement on a secure link (not DocuSign-class e-sign)
- Downloadable session prep packs — optionally with AI brief and timeline appendices
Tasks and follow-up
- Staff task lists per matter with due dates and assignees
- Smart default tasks when matters activate — customise templates per practice
- Proactive chase for stale payments, intake, and unsigned agreements
Reporting and integrations
- Financial insights — revenue KPIs, AR aging, trends, and CSV export
- Outcome stats with filters for registry and panel reporting
- QuickBooks Online (worldwide), Xero, and MYOB sync when party fees are paid — on Solo and Practice
- Practice webhooks and public booking API on Practice
Relationships and referrals
- Organisations, contacts, and activity logging
- Enquiry inbox with CRM linking and repeat-client detection
- Referrer intelligence and director relationship exports
- CRM nurture reminders linked to matter tasks
Commercial billing
- Post-session invoices with branded PDFs and payment links
- Overdue invoice reminders and refund queue management
- Accountant read-only portal with optional AI narratives
- Insights wallboard for ops display in the office
Integrations and automation
- OAuth setup for Google Calendar, Outlook, and Zoom
- Calendar busy sync, session write-back, and Zoom auto-create
- Waitlist auto-offer and hold or consent expiry workers
- Integration health monitoring and webhook delivery
Background automation
What runs while you prepare for session day
Neutly includes background workers for the admin you would otherwise chase manually — from waitlist offers and hold expiry to invoice overdue reminders and integration health checks.
Booking and scheduling
- Hold and consent expiry when parties do not confirm in time
- Waitlist auto-offer when a slot opens
- Follow-on and retainer nudge reminders
- Calendar busy sync and external write-back
Payments and invoicing
- Partially-paid chase for outstanding session fees
- Overdue commercial invoice reminders
- Refund retry when card refunds fail
- Monthly financial summary emails for administrators
Relationships and documents
- CRM nurture follow-up tasks after matter close
- Document upload digest notifications
- Monthly relationship summary for practice principals
- Confidential data purge when retention expires
Platform and integrations
- Integration health monitoring and token refresh
- Practice webhook delivery with retries
- Trial expiry and subscription dunning
- AI low-balance alerts and retention purge
Commercial excellence
Promotions, vouchers, refunds — built in
Public booking shows a live fee preview as parties apply promo codes or gift vouchers. Staff booking compares list price vs collected when discounts apply. Retainer sessions and package follow-on links keep multi-session matters moving without manual chasing.
- On Practice: promo codes and gift vouchers at booking
- Split fees, hourly tiers, and complimentary intro sessions
- Stripe Connect checkout with clean refund and credit-note trails
Court referral fields, trust deposit tracking (internal workflow — not trust accounting), and outcome export are available today. Panel registry deep-links and institutional volume workflows are on the Panel plan — contact us if that is your primary channel. Full automated registry filing is not claimed.
Feature questions
Can I add booking to my existing website?
Yes. Every practice gets a booking page under your name. From Appointments, copy a ready-made block and add it to your site — on a “Book a session” page, your contact page, or panel website. Parties stay on your site while they see live availability, choose a mediator if you run a panel, pick a time, and enter their details. Prefer not to embed? Share the same booking page as a direct link instead.
Can parties book different session lengths?
Yes. Set your availability on an interval grid and let parties choose session duration and pick from available times — useful when family and commercial matters need different formats.
What reminders are sent automatically?
Outstanding payments, missing intake or documents, and upcoming session details. You configure timing; the system sends branded reminders so you are not chasing by phone. SMS session reminders are available on Practice.
Is there a directory of mediators?
Practices on the Practice plan can opt in to the public directory. Each listed mediator gets a public profile page with photo, bio, credentials, and practice areas. Parties can filter the directory, save favourites to a shortlist, and book from a profile or a practice-wide link.
Do mediators get a public profile page?
Yes, on Practice when you opt in to directory listing. Each listed colleague has a public profile with photo, pitch, credentials, and a book link — separate from their personal booking page, which focuses on scheduling. You edit profile content and preview it in Account before it goes live.
What is practice-wide booking?
Practice-wide booking is a single link for your whole panel — useful on your website or panel materials. Add it to your site so parties stay on your professional presence, see shared team availability, choose their mediator when several colleagues are bookable, then pick a date and time. Each colleague still has their own personal booking slug for direct referrals.
Can parties book a follow-on session on the same matter?
Yes. After a matter is underway, you can send a secure follow-on booking link so parties pick a new session time without re-entering case details. Useful for adjourned mediations or additional sessions on the same dispute.
Can I connect Google Calendar or Outlook?
Yes, from Account → Integrations. When connected, external calendar busy times can block overlapping availability on your booking grid — and confirmed sessions write back to your Google or Outlook calendar when the slot locks, reschedules, or cancels. Privacy-safe event titles are available if you prefer less detail on shared calendars.
Does Neutly include financial reporting?
Yes. Financial insights shows party fee KPIs — gross collected, net, AR aging, refunds, and trends — with breakdowns by mediator, session kind, and fee basis. Practice administrators see firm-wide figures; mediators see assigned matters. Download CSV for your accountant. Party revenue is separate from your Neutly platform subscription.
How do I manage my subscription?
Solo includes a 14-day trial with no card upfront. After signup, manage your plan, billing details, and upgrades in Account → Subscription. Upgrade to Practice when you need colleagues, public profiles, or multi-party workflows — existing matters and booking links stay in place.
Can referring lawyers stay across the matter?
Yes, on Practice. Solicitors receive a secure link to a read-only portal — matter status, a timeline of key events, brief upload, matter pack and proof-of-service exports, and an AI matter summary when prepared. They get answers without calling you for every update.
Does Neutly support conflict clearance?
Yes. Record conflict checks on parties and representatives, block matter progression when a conflict is declared, and clear the block with an audit trail when appropriate — so principals can demonstrate process without a separate spreadsheet.
Can I track staff tasks on a matter?
Yes. Each matter has a staff task list with due dates and assignees. When a matter activates, default tasks from your practice template can appear automatically — customise the template once in Account.
Does it support electronic signatures?
Parties can acknowledge documents by typing their name on a secure link — status is tracked on the matter. This is a typed acknowledgement, not DocuSign, Adobe Sign, or another third-party e-signature platform. A full provider integration is on the roadmap.
Can I connect QuickBooks or Xero?
Yes — on Solo, Practice, Duo, and Panel. Connect QuickBooks Online (worldwide), Xero, or MYOB from Account → Integrations to push paid session fees to your books in your practice currency when party payments clear. Reduces double entry alongside Stripe Connect payouts; platform subscription billing stays separate.
Can parties check their own progress?
Yes. After booking, each party can return via secure link to a matter page showing preparation status, outstanding tasks, documents, payment status, and session logistics — without creating an account.
What happens when a matter is cancelled?
Your practice sets the cancellation policy. When you cancel, refunds are initiated for collected fees where your policy applies — with partial retains where agreed. Parties receive email confirmation at cancellation and again when card refunds complete. Staff manage any refunds that need manual follow-up.
Does it support multi-party disputes?
Yes, on Practice — up to six principal disputants with all-party consent before the slot locks. Solo remains available for practices that primarily run two-party matters; both paths are first-class.
Can I run virtual or hybrid sessions?
Yes. Set session mode, waiting room links, and separate caucus URLs per party. Use your preferred video platform — links are sent in session confirmation and calendar invites. Neutly coordinates logistics; it does not host live video.
Does Neutly include AI features?
Yes — optional staff-only AI for authenticated mediators and practice admins. Practice insights, intake gap detection, case prep summaries, enquiry drafts, and a practice copilot. Disabled by default until your practice admin enables it; every output is reviewed before you act or send anything to parties.
Does Neutly include practice CRM for referrers?
Yes — on Practice. Track organisations, contacts, and activities; link enquiries to bookers; detect repeat referrers; flag returning disputants on matters; and see referrer intelligence on Financial insights. Solo includes the enquiry inbox; full CRM and intelligence reporting unlock on Practice.
Can I invoice after the mediation session?
Yes — on Practice. Issue post-session invoices with branded PDFs and secure payment links, use hourly templates, and let overdue reminders run automatically. Booking-time Stripe Connect fees still suit many private matters; invoicing complements them for commercial workflows.
Run your mediation practice from one place.
Start a 14-day trial on Solo, or book a 30-minute walkthrough with a live workspace. See booking, intake, payments, matter prep, and optional staff-only AI — family matters, commercial referrals, fee arrangements, and multi-mediator practices welcome.