Goal & what you need
Goal
Prevent missed mediation requirements, unauthorized participants, stale financial or parenting materials, confidentiality errors, failed logistics, unproved delivery, and inaccurate post-mediation records.
What you need
- Verified matter, responsible lawyer, client, mediator or program, and current docket
- Referral order or stipulation and every later modifying order
- Current court, program, judge, mediator, and technology instructions
- Written lawyer direction on participants, issues, package contents, delivery, and approvals
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the exact matter, responsible lawyer, client, mediator or program, mediation date, time, location or platform, and current docket.
- 2Freeze the referral order or stipulation, modifying orders, current judge and circuit procedures, mediator engagement and instructions, and lawyer direction.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (8)
Preview two sources. Members can open the complete source list.