Family Mediation

Updated May 14th, 2025

Task 1 Client Care

Allocate a Custom Questionnaire

Additional Client Details

Allocate a Custom Questionnaire

Children of the Family. Will only run when the dossier field Do the parties have children? is set to yes

Send Standard Document

Client 1 Client Care letter

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Send Standard Document

Client 2 Client Care letter

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Client 1 Mediation Preliminary Info Form

This template has been left blank for you to add your own.

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Send Standard Document

Client 2 Mediation Preliminary Info Form

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Add an automatic keydate to matter

CHASECLI. 1 Week – Client 1 return Client Care pack

Add an automatic keydate to matter

CHASECLI2. 1 Week – Client 2 return Client Care pack

Task 2 Agreement to Mediate

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Agreement to Mediate

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Client 1 Agreement to mediate letter

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Client 2 Agreement to mediate letter

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Task 3 Memorandum of Understanding

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Memo of understanding all issues

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Send Standard Document

Memo of understanding parenting

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Send Standard Document

Client 1 Send Memo of Understanding

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Client 2 Send Memo of Understanding

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Task 4 Instruct Experts

Allocate a Custom Questionnaire

Select Experts

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Blank Expert 1 Letter

Will only run when Expert 1 has a selected entry.

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Blank Expert 2 letter

Will only run when Expert 2 has a selected entry.

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Blank Expert 3 letter

Will only run when Expert 3 has a selected entry.

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Blank Expert 4 letter

Will only run when Expert 4 has a selected entry.

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Blank Expert 5 letter

Will only run when Expert 5 has a selected entry.

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Document pack for this workflow

Agreement to Mediate

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Blank client letter 1

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Blank client letter 2

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Blank Expert 1 Letter

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Blank Expert 2 letter

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Blank Expert 3 letter

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Blank Expert 4 letter

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Blank Expert 5 letter

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Client 1 Agreement to mediate letter

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Client 1 Client Care letter

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Client 1 Mediation Preliminary Info Form

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Client 1 Send Memo of Understanding

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Client 2 Agreement to mediate letter

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Client 2 Client Care letter

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Client 2 Mediation Preliminary Info Form

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Client 2 Send Memo of Understanding

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Memo of understanding all issues

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Memo of understanding parenting

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