Workstream 02 of 10

Client onboarding

Bring new parties into a clear, consistent and trackable onboarding process through one client portal.

Workstream 02 · Client onboarding

Onboarding shouldn’t start with a chase.

New parties are usually onboarded through separate emails, forms and reminders, leaving the practice to track who has completed what.

01The problem

Received

02The party journey

Connected

03The mediator’s view

Reviewed

04The result

Approved

Illustrative representation of the case record — fictional matter, not client data

← 01 Solicitor & Self Referrals Back to all ten workstreams 03 Legal Aid Eligibility Assessment →

Try it yourself

See client onboarding on a case that looks like yours.

The same form a party fills in for a Mediation Hub practice, served as a demonstration. Nothing to install and no sign-up. We keep only your email address, so that we can follow up.

Try it out Back to the ten workstreams