Our process

A clear place
to begin.

Understand the role. Prepare for the conversation. Identify your next steps.

One step at a time.

Select a stage to explore what happens next.

  1. Start with a fit callA first conversation
  2. Clarify the role and fitThe right support for you
  3. Agree on the processA shared understanding
  4. Prepare and move forwardPractical next steps

Stage 01

20 minutes · No fee

Start with a fit call.

A free 20-minute conversation identifies the support you are seeking, any time sensitivity and whether a further assessment makes sense. It is not a mediation session, legal consultation or opportunity to review a full case file.

Your part

Identify the support you are seeking and mention any approaching meeting or deadline.

What this helps clarify

A clearer sense of whether a further assessment makes sense.

Stage 02

Role · Scope · Suitability

Clarify the role and fit.

We identify the client or participants and check prior involvement, conflicts and scope. Mediation includes separate suitability and safety screening. A fit call alone does not establish that a matter is suitable.

Your part

Discuss prior involvement, communication needs and any privacy or safety concern.

What this helps clarify

Clarity about the professional role and whether the proposed process is appropriate.

Stage 03

Written terms · Informed participation

Agree on the process.

The written engagement sets out the work, fees, confidentiality limits and participation arrangements. For mediation, each participant consents to the process. Independent legal advice may be needed before and during the work.

Your part

Read the engagement terms and ask about the scope, fees and participation arrangements.

What this helps clarify

An agreed understanding of the work before substantive sessions begin.

Stage 04

Preparation · Conversation · Follow-through

Prepare and move forward.

Agree on an agenda and bring only the material needed for it. Work through the issues, record next steps and identify anything unresolved. A follow-up or referral may be more appropriate than continuing the same process.

Your part

Agree on the agenda and bring only the material needed for the conversation.

What this helps clarify

Specific next steps, with unresolved issues and any follow-up or referral identified.

Make space for the conversation

Before a
virtual session.

A few practical preparations can help you take part with more confidence.

For your own preparation. Selections are not saved or sent.

A place to start

Let’s find your
next step.

You do not need to have everything worked out before the first conversation.

Request a free fit call