To streamline your workflow, you can customize the Agreement to Mediate to fit your specific practice. This ensures your professional standards are ready to go the moment a new case opens.

1. Set Your Default Template

You have the flexibility to edit the standard template to reflect your specific terms, fees, and language.

• Save Once, Use Always: Once you’ve made your adjustments, save the document to your profile.
• Automatic Loading: This version will now serve as your default template for all future cases, saving you from repetitive editing.

2. Send for E-Signature

Once you have reviewed and approved the agreement for a specific case:

• Generate and send the unique access link to your parties.
• Parties can review and e-sign the document instantly from any device.

3. Protection Through “Locking”

To maintain the legal integrity of the document, the agreement is automatically locked once it has been signed by the parties.

• Need to make a change? If a correction is required after signing, you will need to issue a revised version.
• Security: Any changes made to a signed document will void the previous signatures and require new digital signatures from all parties to ensure everyone is governed by the same final terms.

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