Guide
What referring lawyers should expect from mediation software
When you refer clients to an external mediator, you need progress visibility without becoming the go-between. Mediation software on the mediator side can give your firm a read-only view with brief upload and exports, but it does not replace your practice management system or legal advice to clients.
General information only, not legal advice, mediation advice, or a substitute for professional judgment. Neutly is administrative software for mediator practices; it does not host live video or select court neutrals. Mediators and lawyers remain responsible for their work.
Updated
Matter visibility without double entry
A lawyer portal should show booking status, intake completion, fee status, and a timeline of key events. You should not need to call the mediator for every update.
Secure brief upload
Upload mediation briefs through a secure portal rather than emailing attachments. On Neutly, matter pack and proof-of-service exports are available on the mediator's Practice plan. Confirm how long documents are retained and where they are hosted.
Know the limits
Mediator software complements, does not replace, your firm matter management, trust accounting, and governed AI tools. Firms preparing clients for mediation may still need CounselOS or similar legal practice management on the firm side.
- Read-only access for referred matters only
- No legal advice from the software vendor
- Parties follow mediator-branded emails, not your firm portal unless integrated later