Family Mediation Focused Workflow
Updated Feb 10th, 2022
Allocate a Custom Questionnaire
Additional Client Details

Allocate a Custom Questionnaire
Children of the Family


Send Standard Document
Send Client 1 Client Care Letter
Send Standard Document
Send Client 2 Client Care Letter
Send Standard Document
Client 1 Mediation Preliminary Information Form
This template has been left blank for you to add your own.
Send Standard Document
Client 2 Mediation Preliminary Information Form
This template has been left blank for you to add your own.
Add an automatic keydate to matter
Automatic keydate – 1 week – CHASECLI1: Client 1 return Client Care pack
Add an automatic keydate to matter
Automatic keydate – 1 week – CHASECLI2: Client 2 return Client Care pack
Send Standard Document
Agreement to Mediate
This template has been left blank for you to add your own.
Send Standard Document
Client 1 Agreement to Mediate letter
Send Standard Document
Client 2 Agreement to Mediate Letter
Send Standard Document
Memo of understanding: all issues FWMEDF
This template has been left blank for you to add your own.
Send Standard Document
Memo of understanding: shared care & co-parenting arrangements FWMEDF
This template has been left blank for you to add your own.
Send Standard Document
Send Letter with Memo of understanding to client 1
Send Standard Document
Send Letter with Memo of Understanding to Client 2
Allocate a Custom Questionnaire
Select Experts

Send Standard Document
Send Letter to Expert
Criteria Expert is not Blank – Will repeat for Experts 1 – 5.