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Set-up & WorkflowTrack Your Workflow
Hold/Reserve Means: Intake Means: Confirmation Means: Preparation Means: KB Reviews Means: Mediation Means: Follow-Up Means: Ready to Get Started?Please feel free to use this website to simplify your life and organize your experience with us. To get the ball rolling, we've made it easy to check our availability, our facilities, and our prices.
Before Your Mediation
Once we've been engaged, we need your careful attention to the following. You'll be submitting a number of documents to Carolina and Karl before your mediation begins. Feel free to use email, postal mail, or an overnight delivery service.
 Within a Week of Confirming Your Engagement1) Verify there are no conflicts of interest. Your confirmation packet includes a one-page resume for Karl. We encourage you to download Karl's complete resume (http://www.karlbayer.com/KBres.pdf) and also to contact others who have worked with us before, read our blog, Google us, and do anything else you need to do to make sure you and your client will be comfortable working in a confidential relationship with us. 2) Email or call Carolina to let her know how many break-out rooms we need to reserve for you. Depending on the alignment of parties and the legal issues involved, participants may need to be clustered - or separated - to ensure candid conversation. You are the best source of information for us on this. 3) Estimate the number of people who will be attending for your team and email or phone Carolina with that number. Karl expects all parties will be present at the mediation or have a representative present who knows the entire case well and has full settlement authority. 4) Expect to receive your confirmation packet from Carolina. It will contain a letter that verifies your confirmed mediation date, time and place; your invoice; and Karl's one-page resume.  2 Weeks Prior to Your Mediation1) Discuss the case with Karl by phone. To avoid telephone tag, please feel free to book a conference call through Carolina. If there are issues not immediately apparent that could impede settlement, including insurance coverage issues or particularly sensitive interpersonal relationships, they need to be identified in this call. 2) Submit to Carolina a list that identifies all attendees for your team. 3) Review our payment policies and forward them to your client. We expect to receive payment before your mediation begins. If you must cancel after you have engaged us, we will need 24 hours notice. See details about cancellation here.  At Least 3 Days Prior to Your Mediation1) Submit your written pre-mediation statement and any other materials you believe Karl needs to review in order to understand the disputed issues. 2) contact Carolina El'Azar to make sure Karl has been paid. 3) If your session is NOT scheduled to take place in our office, and your assistants want help with setup, they need to call Carolina at least three days prior to your mediation with their questions. (Carolina does not normally attend off-site mediations but she is available to help your assistants think through what needs to be set up.) Karl will tell you he will read anything you send but he prefers you send helpful information about the case and a written summary of any thoughts you think will help him understand the case better. These are documents Karl finds most helpful:
During Your Mediation
At Our Office While your mediation is in session, Karl will be working with you in breakout rooms or joint sessions and Carolina will be staffing the front desk from 8:30-5:30. Carolina will be standing by to assist you in any number of ways, including:
Outside Our Office If your session takes place outside our office, Karl will meet you at the arranged facility. He will need an assistant to order lunch but he will pay for it. Carolina will be available by phone to answer questions regarding your mediation submission or payments and to take questions from your assistants regarding setup. Normally, Carolina does not attend mediations outside our office. Mediated Settlement Agreements Regardless of where your mediation takes place, Karl will be actively helping the parties draft a mediated settlement agreement that fits your situation. However, Karl does not supply mediated settlement agreement forms of any kind. If your dispute resolves, the lawyers will draft the mediated settlement agreement and all parties will be expected to sign it. If you would like us to have a copy of your agreement, depending on the parties and what you have agreed to, we are happy to receive a copy of your final agreement. This is not necessary, but we are happy to accommodate your preference. We dispose of all records, except payment records, within 30 days after a mediation comes to conclusion. After Your Mediation
Even if your dispute does not resolve on the day the parties get together, and the lawyers want Karl to keep working to help them resolve it, he will. As a matter of fact, this is a distinguishing factor in our practice. The unusual thing about Karl is that he never gives up on disputes that didn't settle. He believes strongly in trying to help the lawyers resolve disputes any way he can. This is why he makes himself available 24/7/365 from wherever you need him. He sticks with disputes until there's absolutely no hope of resolving them at the current time. Even then, he's often asked to restart mediations that stalled when settlement chances improve and, when this happens, he's delighted to help. So, be sure to call Karl after the mediation if you need further help. Whether your dispute settles or not, please make sure you have provided Carolina with all your contact information, including your email address, so that Karl can keep in contact with you. We should already have received your payment prior to the start of your mediation. We expect you to follow up with Carolina and make certain that your payment has been received and recorded. We look forward to working with you. |