Family Mediation Focused Workflow

Updated Feb 10th, 2022

Task 1 Client Care FWMED

Allocate a Custom Questionnaire

Additional Client Details

Allocate a Custom Questionnaire

Children of the Family

Send Standard Document

Send Client 1 Client Care Letter

Client 1 Client Care Letter

Show preview    Open in new tab

Send Standard Document

Send Client 2 Client Care Letter

Client 2 Client Care Letter

Show preview    Open in new tab

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

Task 2 Agreement to Mediate FWMEDF

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

Client 1 Agreement to Mediate Letter

Show preview    Open in new tab

Send Standard Document

Client 2 Agreement to Mediate Letter

Client 2 Agreement to Mediate Letter

Show preview    Open in new tab

Task 3 Memorandum of Understanding FWMEDF

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

Client 1 Send Memo of Understanding Letter

Show preview    Open in new tab

Send Standard Document

Send Letter with Memo of Understanding to Client 2

Client 2 Send Memo of Understanding Letter

Show preview    Open in new tab

Task 4 Instruct Experts

Allocate a Custom Questionnaire

Select Experts

Send Standard Document

Send Letter to Expert

Criteria Expert is not Blank – Will repeat for Experts 1 – 5.

Letter to Experts

Show preview    Open in new tab

Document pack for this workflow

Client 1 Client Care Letter

Show preview    Open in new tab

Client 2 Client Care Letter

Show preview    Open in new tab

Client 1 Agreement to Mediate Letter

Show preview    Open in new tab

Client 2 Agreement to Mediate Letter

Show preview    Open in new tab

Client 1 Send Memo of Understanding Letter

Show preview    Open in new tab

Client 2 Send Memo of Understanding Letter

Show preview    Open in new tab

Letter to Experts

Show preview    Open in new tab