Professional Mediation Service Client Intake Form

Finding the right path to resolve disputes requires clear communication from the start. This Mediation Service Client Intake Form helps mediators, conflict resolution professionals, and legal services gather all the essential information needed to facilitate productive mediation sessions.

Whether you're a solo mediator, part of a mediation firm, or running a community dispute resolution center, this intake template streamlines your client onboarding process by capturing dispute details, parties involved, negotiation history, and session preferences—all in one professional form.

Built for mediation professionals who need complete case context

This template covers everything from dispute description and party contact information to prior resolution attempts, legal representation status, desired outcomes, and confidentiality agreements. Instead of juggling multiple PDFs or email exchanges, you get a single, structured form that gives you the full picture before the first session.

The form includes conditional logic to adapt based on whether parties have legal representation, whether they've attempted negotiation before, and their specific mediation preferences. This ensures you're only asking relevant questions and respecting everyone's time.

Seamless scheduling and payment collection

With built-in appointment scheduling fields, clients can select their preferred mediation session times directly within the form, syncing with your calendar to avoid double-bookings. Add payment fields to collect mediation fees, deposits, or retainers upfront using Stripe, PayPal, or Square—keeping your billing process professional and transparent.

Turn intakes into complete case workflows with Stepper

Once a client submits their intake form, you can use Stepper to automate what happens next. Create workflows that automatically send welcome packets, pre-mediation questionnaires, or confidentiality agreements via Papersign for electronic signature. Route urgent cases to senior mediators, update your case management system, and trigger reminder sequences—all without manual data entry.

Stepper's AI-native automation means your intake form becomes the starting point for a complete case management workflow, from initial contact through resolution and follow-up.

Trusted by professional mediators and legal services

This template is designed for mediators, arbitrators, conflict resolution specialists, family mediation services, workplace dispute facilitators, and community justice centers. It's perfect for professionals who need to establish trust, ensure confidentiality, and gather comprehensive information before beginning the mediation process.

With Paperform's SOC 2 Type II compliance and data residency controls, you can confidently collect sensitive dispute information while meeting professional standards and client confidentiality requirements.

Start with this template and customize the questions, branding, and workflows to match your mediation practice. From family disputes to workplace conflicts to commercial disagreements, this form helps you begin every case with clarity and professionalism.