Commercial referrals without spreadsheet tracking
Commercial litigation teams refer clients with tight timelines. Track preparation status, outstanding documents, and fee status on one matter record instead of email chains.
Commercial dispute resolution
Commercial mediation matter management for ADR practices
Manage lawyer-referred commercial matters with document collection, custom fee splitting, session coordination, co-mediator support, and a matter audit trail — from booking through post-mediation close.
Lawyer coordination built in
Referring solicitors upload briefs through a secure portal and see key milestones — including matter pack and proof-of-service exports, plus an AI matter summary when prepared. You control the mediation process; they get visibility without daily phone calls.
Session day and close
Send location, waiting room, or caucus video links to all participants from the matter file. Record outcomes and final correspondence after the session — keeping encrypted confidential notes on the matter record.
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.
Party fees are collected through Stripe Connect and go directly to your practice. Neutly never holds client money. Platform subscription (Solo or Practice) is separate from party fee collection. When a matter is cancelled or fees are reduced after payment, your practice initiates refunds; parties receive clear emails at cancellation and again when a card refund is confirmed. Refunds are staff-managed — parties cannot self-serve refund requests.
Virtual and hybrid sessions use your preferred video platform — waiting room and caucus links are distributed from the matter file. Neutly does not host live video; it coordinates links and session-day comms.
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.
Commercial mediation software questions
Is Neutly built for lawyer-referred commercial matters?
Yes. Commercial mediators use the same workflow for referred matters: booking, all-party confirmation, document collection, custom fee splitting, session coordination, and a matter audit trail through close.
Can commercial litigation teams upload mediation briefs securely?
Yes, on Practice. Referring solicitors get a read-only portal with secure brief upload and timeline exports — complementing your matter record without replacing their firm systems.
Can parties book commercial mediation on my website?
Yes. Share a booking link or add the full booking flow to your commercial mediation website — live availability, session types, and fees visible before parties confirm.
How do fee splits work for commercial matters?
Configure equal splits, custom amounts per party, or a single payer. Send payment requests with automatic reminders on outstanding balances. Party fees go directly to your practice via Stripe Connect.
Can we run co-mediator commercial matters?
Yes, on Practice. Assign primary and co-mediator on one matter record with shared access to preparation status, documents, and session logistics.
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.