Mediation intake that flags safety and willingness up front
Prospective clients answer whether both sides are willing to mediate, whether a restraining order or recent violence makes meeting unsafe, and whether they already have the other party's contact info and core issues, with space to upload any existing court orders or draft agreements.
The exact intake your mediation leads complete
This is the real 7-question guided intake for Mediation — the same flow your customers finish before you ever pick up the phone.
What a qualified mediation lead should tell you
A guided negotiation process where divorcing or separating parties attempt to resolve custody, support, or property issues with a neutral mediator instead of going straight to a judge — viable only when both people are willing to participate and there's no restraining order or recent violence involved.
- In United States, And
- Issue About Family Matter
- Willing Try Reach Agreement
- Other Person Likely Willing
- There No Current Restraining
- Have Enough Basic Information
- Situation Not Emergency That
The questions your team needs answered
Every mediation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States, and is your family situation mainly connected to a U.S. state (where you live or where the case would be handled)? | Confirms the matter is connected to a U.S. state before you spend time on a case that may fall outside any jurisdiction you practice in. |
| Is the issue about a family matter like divorce/separation, child custody/parenting time, child support, spousal support, or dividing property/debts? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you willing to try to reach an agreement through a guided conversation (mediation) instead of having a judge decide everything right away? | Directly tests whether the prospective client actually wants a negotiated resolution rather than immediate litigation, which is the core precondition for mediation. |
| Is the other person likely willing to participate in mediation (even if you disagree on many things)? | Mediation only works with two participants, so a doubtful or negative answer here signals the case may need a litigation track instead. |
| Is there NO current restraining order or recent serious violence that would make meeting or negotiating unsafe? | A current restraining order or recent violence makes joint mediation unsafe, so this answer overrides how favorably the rest of the case scores. |
| Do you have enough basic information to mediate (for example, the other person's name and contact info, and the main issues you want to resolve)? | Having the other party's contact info and the main issues ready shows the case is actually mediation-ready rather than still in an early information-gathering stage. |
| Is your situation not an emergency that needs an immediate court order (like urgent safety concerns or a child being taken or hidden)? | An active emergency, like a child being taken or hidden, means the family needs urgent court intervention rather than a scheduled mediation consultation. |
How Cliont scores mediation leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States, And: yes
- Issue About Family Matter: yes
- Willing Try Reach Agreement: yes
- Other Person Likely Willing: yes
- There No Current Restraining: yes
- Have Enough Basic Information: yes
Urgency signals
- Willing Try Reach Agreement
- There No Current Restraining
- Situation Not Emergency That
See the lead your team receives
Mediation Lead — Divorce & Property Division, Both Parties Willing
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for mediation workflows
| Cliont capability | Mediation application |
|---|---|
| Conditional scoring logic | A 'no' on the restraining order/safety question drags the score down independently of jurisdiction or issue type, so unsafe cases don't get scored as mediation-ready just because the underlying dispute (custody, support, property) is clear. |
| Guided video or text intake widget | Lets the prospective client describe the family matter and confirm whether the other party is likely to participate, giving you context on mediation viability before you ever pick up the phone. |
| CRM routing rules | Sends U.S.-based, mutually-willing, safety-clear leads straight into your CRM as consultation-ready, while emergency or restraining-order answers can be routed for separate, faster review. |
| Structured field capture | Collects the other party's name, contact info, and main issues to resolve upfront, so you're not spending consultation time gathering basic case facts you could have had before the call. |
Common mediation lead scenarios
Both parties willing, no conflict
A U.S.-based divorce where both people want to negotiate custody and property division outside court and have the other party's contact info ready — this is the mediation-ready profile the intake is built to surface.
Other party hasn't agreed yet
One spouse wants mediation but isn't sure the other will participate, so the intake still moves them forward while flagging that mutual willingness isn't confirmed.
Restraining order in place
A prospective client discloses a current protective order or recent violence, which the intake treats as a safety flag rather than a mediation-ready case, routing it differently from a standard consultation request.
Emergency custody situation
Someone reports an urgent risk like a child being taken or hidden — the intake identifies this as needing immediate court action, not scheduled mediation, so it isn't queued the same way as a routine enquiry.
Case outside U.S. jurisdiction
A caller's family situation is tied to a country or court system outside the U.S., which the intake catches early instead of letting it consume consultation time.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More family law intake templates
Mediation lead-intake FAQs
How does the intake handle a disclosed restraining order?
The safety question is weighted heavily in the catalog, so a 'no' answer (meaning a restraining order or recent violence exists) pulls the lead's score down sharply and separates it from a standard mediation-ready enquiry, letting you decide how to handle it before offering a consultation.
What if the prospective client isn't sure the other party will agree to mediate?
The intake asks directly whether the other person is likely willing to participate. An uncertain or negative answer doesn't disqualify the lead outright, but it lowers the score relative to a case where both sides have already agreed to try mediation.
Does the intake screen out cases with no connection to the U.S.?
Yes — the first question confirms whether the situation is mainly connected to a U.S. state. A 'no' answer scores much lower, so you can see at a glance which enquiries fall outside the jurisdictions you actually practice in.
How are emergency situations, like a child being taken, flagged?
One question specifically checks whether the matter is an emergency needing an immediate court order. A 'yes' to that risk lowers the score, signaling this isn't a routine mediation intake and may need faster, different handling than a scheduled consultation.
What information does a lead need to provide before I see it?
Beyond jurisdiction and willingness, the intake checks whether the prospective client already has basic mediation-ready information — the other party's name and contact details and the main issues to resolve — so you know how far along the case is before you meet.
How is a mediation lead scored differently from a straight divorce or custody lead?
Mediation scoring weighs mutual willingness and safety more heavily than a litigation-track intake would, since mediation only works when both parties are willing to negotiate and it's physically safe to do so.
Turn mediation visitors into qualified cases
Give every mediation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.