MediateIntake
Forms that fill themselves
Enquiry emails and screening calls become a completed intake form against your own template — one pass per party, never merged.
In daily use at a UK family mediation firm
The paperwork of mediation, drafted for you.
Mediate turns enquiries, MIAM appointments and session transcripts into finished intake forms, certificates, letters and billing entries — inside the Microsoft 365 or Google Workspace your firm already runs on. Nothing sends, files or bills until you approve it.
Review queue3 items
MIAM certificate — BloggsDrafted from Teams transcript · files to /Matters/Bloggs
Awaiting you
Follow-up letter — Bloggs (Party A)Sends from you@yourfirm · 4 edits since first draft
Awaiting you
Billing — week to 4 Aug14 entries matched · 2 flagged for your call
Queued
ApproveEditDiscard
Nothing sent yet
Built for mediation firms in London — in daily use today.
Designed alongside a working family mediation practice, on live cases — not modelled on how firms are assumed to work.
01Capabilities
Four jobs your team does by hand. All four, drafted.
Mediate sits on top of the systems you already use and takes the repetitive drafting off your desk — while leaving every decision exactly where it belongs.
Sessions
Appointments become documents
MIAMs and mediation sessions are transcribed, then drafted into certificates, attendance notes and follow-up letters in your house style.
Billing
Time that reaches the sheet
Work is matched to the right matter and proposed as new rows on your existing billing sheet. It only ever adds — it never overwrites.
Correspondence
Letters waiting on your send
Client updates, exemption letters and chasers arrive as drafts in your own mailbox, written from the case file and ready for review.
02How it works
Receive. Extract. Draft. Approve.
The same four steps whatever comes in. This is what happens between an enquiry landing and a document being filed.
01 — Receive
An enquiry arrives in the firm's inbox
JB
J. BloggsOutlook / Gmail
“I'd like to arrange mediation with my ex-partner about our two children. We separated last year. Could you tell me about a MIAM?”
02 — Extract
Mediate reads it and classifies the matter
Conflict check clearChildren matterSafeguarding screen required
Opened as a new matter, with both parties created as separate records
03 — Draft
Context is pulled from your live systems
SharePoint or DriveOutlook or GmailExcel or Sheets
- Your intake template filled — one pass per party, never combined
- Safeguarding answers inserted verbatim, never summarised
- Conflicting answers — flagged, not resolved
Party A saysSeparated March 2024
Party B saysSeparated August 2024
Where parties disagree on a shared field, both accounts are shown side by side. Mediate never silently picks one.
04 — Approve
You review, then it goes where the work lives
- Filed to the matter folder in SharePoint or Google Drive
- Opening billing line appended to your Excel or Sheets workbook
- MIAM invitation waiting as a draft in your own mailbox
01 — Receive
The appointment ends
MI
MIAM — Bloggs (Party A) · 48 minTeams / Meet
Transcript captured natively by Microsoft Teams or Google Meet. No third-party recorder joins the call, and nothing leaves your own tenancy.
02 — Extract
The mediation-relevant facts are lifted out
Suitability discussedChildren's arrangementsSafeguarding disclosure — verbatimNext steps agreed
Written to Party A's record only — structurally isolated from Party B's
03 — Draft
Your documents, drafted from the session
- MIAM certificate populated into your own Word or Google Docs template
- Attendance note and case summary written up
- Follow-up letter to the client, in your firm's voice
Exemption letters are manual-trigger only — suitability is the mediator's judgement, never the software's
04 — Approve
Nothing moves until you say so
- Certificate filed to the matter folder on approval
- Letter sent from your own mailbox, under your own address
- Session time logged against the matter
01 — Receive
Billable work happens
CA
Calendar & matter activity · this weekM365 / Workspace
3 appointments held · 11 items of correspondence · 2 documents drafted — all against live matters, none of it yet on a bill.
02 — Extract
Matched to the right matter and rate
14 items matched2 need your call
Anything ambiguous is queued for you rather than guessed at
03 — Draft
Proposed as new rows on your existing sheet
- Your Excel or Google Sheets workbook stays the source of truth
- Additions only — existing rows, formulas and formatting are never touched
- Time gaps and unbilled work surfaced before month end
04 — Approve
You sign off the sheet, not the software
- Approved lines written to your workbook in its existing location
- Invoice drafted for your review
- Every change written to an append-only audit log
03The approval gate
Nothing sends, files or bills without you.
Mediate drafts. You decide. That line is structural — not a preference someone can switch off on a busy Friday afternoon.
Queue
Every outbound action waits
Emails, filings and billing entries sit in a review queue. There is no code path to the outside world that skips it.
Edit
Change it before you approve
A word, a date, or the whole letter. Your edits inform how the next draft is written.
Record
Your systems stay the record
Microsoft 365 and Google Workspace remain the source of truth. Mediate reads live and only ever adds.
Trail
A full trail, permanently
Who approved what, when, and against which draft — written to an append-only log you can export.
Draft — awaiting approvalMIAM follow-up
Dear Mr Bloggs,
Thank you for attending your Mediation Information and Assessment Meeting on 4 August 2026. As discussed, I have written to Mrs Bloggs to invite her to a separate MIAM.
Following our conversation, I consider this matter suitable to proceed to joint mediation, subject to her attendance…
Approve & sendEditDiscard
Nothing has been sent
04Integrations
Runs on Microsoft 365 or Google Workspace.
No migration, no second case management system, no asking your team to learn another interface. Mediate connects to the tenancy you already have and works inside the files and mailboxes you use today.
| Capability | Microsoft 365 | Google Workspace |
|---|---|---|
| Enquiries & correspondence | OutlookReads threads, writes drafts | GmailReads threads, writes drafts |
| Appointments & transcription | Microsoft TeamsNative transcript, no bot joins | Google MeetNative transcript, no bot joins |
| Document storage | SharePointFiles into your matter folders | Google DriveFiles into your matter folders |
| Templates & documents | WordYour own .docx templates | Google DocsYour own Docs templates |
| Billing sheets | ExcelAppends rows, never overwrites | Google SheetsAppends rows, never overwrites |
| Diary | Outlook CalendarTime capture against matters | Google CalendarTime capture against matters |
| Sign-in & permissions | Microsoft Entra IDYour existing accounts and MFA | Google IdentityYour existing accounts and MFA |
Mixed estates are fine — plenty of firms run Google for mail and Microsoft for documents. Mediate connects to each service independently, so you can use either side of this table in any combination.
05Security & data protection
Client confidentiality was the first requirement, not the last.
Family mediation handles some of the most sensitive material in law. Mediate was architected around that from the first line, with data handling designed to comply with UK GDPR.
Residency
UK and EU data residency
Case data is stored in a UK or EU region. Documents, transcripts and mail stay inside your own Microsoft or Google tenancy.
Access
Role-based access control
Row-level security across every case table, with distinct principal, administrator and auditor roles. Anonymous access is revoked outright.
Audit
Append-only audit log
Every read, draft and approval is recorded and cannot be edited or deleted by ordinary users — administrators included.
Training
No training on your data
Client material is never used to train models. It is processed to do the job you asked for, and nothing beyond it.
Isolation
Cross-party isolation
Each party is handled in a separate, structurally enforced pass. Party A's answers cannot leak into Party B's file.
Compliance
Built to GDPR regulations
Data handling is designed to comply with UK GDPR and EU GDPR: UK or EU residency, access controls, retention limits and a full audit trail.
06Book a demo
See it running on matters like yours.
Twenty minutes, no slides. We walk through a real intake, a real MIAM write-up and a real billing run, then talk about what it would take to run it in your practice.
- A live walkthrough, not a recorded pitch
- Straight answers on data protection and where your files sit
- An honest view on whether it fits your firm — including when it doesn't
- A reply within one working day
Submitted
Thank you — that's landed.
We'll be in touch within one working day to find a time that suits.