Guide
Pre-mediation intake forms for mediators
Intake is where preparation starts. When forms live in email attachments, you never know what is missing until you search your inbox the night before. Structured intake on the matter record shows exactly who has completed what — with reminders on anything outstanding.
General information only — not legal advice, mediation advice, or a substitute for professional judgment. Neutly is administrative software for mediator practices; it does not host live video or select court neutrals. Mediators and lawyers remain responsible for their work.
Updated
What belongs in pre-mediation intake?
Intake should gather information every party needs to provide before session day — contact details, dispute context, safety or accessibility needs, and lawyer representatives where relevant.
- Verified contact details for each party
- Agreement to mediate and process acknowledgement
- Dispute summary and desired outcomes (where appropriate)
- Interpreter, accessibility, or safety considerations
- Lawyer or advisor contacts (not extra principal disputants)
Parties complete intake via secure links
Parties do not create standing accounts. They receive branded emails with secure links, complete forms at their own pace, and can save progress and return later.
After booking, they can also revisit a matter page to check what is still outstanding — reducing status calls to your office.
Intake and position papers together
Intake forms and document uploads belong on the same matter timeline. Track missing position papers alongside incomplete forms so session-day surprises are visible early.
Automatic reminders
Configure reminder timing once; the system follows up on missing intake and documents so you are not chasing by phone. You see preparation status on one screen.
Multi-party matters
On Practice, matters with up to six principal disputants use the same structured intake path with all-party confirmation before the slot locks — preserving process fairness.