Workplace mediation
Run workplace and employment mediation matters with structured intake, confidential document handling, all-party confirmation, fee coordination, and session logistics — for HR referrals, union matters, and external practitioner appointments.
Employment disputes involve employers, employees, and often representatives. Parties complete intake through secure links — no standing login required. You see who still owes forms, position summaries, or fees before the joint session, instead of chasing HR and union reps through email.
Workplace mediation depends on process fairness. Non-booking parties confirm participation and verify contact details before the slot locks. Automatic reminders reach everyone on the same schedule — session logistics, virtual waiting rooms, and caucus links included.
Built for private workplace and employment mediation where parties have agreed on the mediator — not an HR case management system, employment tribunal, or internal grievance tracker. Two-party matters suit Solo; multi-party workplace disputes (up to six principal disputants) are supported on Practice. Referring lawyers or in-house counsel can use the read-only portal on Practice when external representation is involved.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
When a slot opens, waitlisted parties receive an automatic offer to book — reducing manual coordinator work when calendars shift.
Public booking, consent, onboarding, payment, and matter return flows carry your practice branding — with a clear matter timeline parties can revisit via secure link.
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.
Yes, for private workplace matters where parties have agreed on you as mediator — not for internal HR grievance tracking or tribunal processes. Configure workplace-appropriate session types and intake. Two-party matters suit Solo; up to six principal disputants are supported on Practice when employers, employees, and representatives all need equal process.
Yes. Parties and representatives follow secure email links to confirm participation, complete intake, upload documents, and pay fees — no standing accounts required. HR can book an initial slot; every other participant confirms before the session locks.
Designate a single payer, split fees between parties, or record fees paid outside the platform. Send payment requests with automatic reminders on outstanding balances. Party fees go directly to your practice via Stripe Connect.
No. Neutly is software for mediator-led ADR workflow — booking, intake, documents, fees, session logistics, and matter close. It does not manage internal grievance investigations, performance reviews, or employment tribunal filings.
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.