Mediation

Creating a Mediation Case

A mediation case is the central record in Vilulia Mediate — it holds all parties, documents, messages, and settlement agreements related to a single dispute. Creating a case is the first step in any mediation workflow. Once the case exists, you can add parties, assign a mediator, upload documents, and open chat rooms.

What you'll learn

  • How to create a new mediation case
  • What information is required vs. optional at creation
  • How to add parties and assign a mediator
  • How case status works through the mediation lifecycle

Creating a case

From the Cases list, click Create New Case. On a fresh account with no cases, the button reads Create Your First Case. You will be prompted to enter:

  • Case type — the category of dispute (employment, commercial, consumer, medical, etc.).
  • Complainant — the filing party's first name, last name, and email (phone optional).
  • Respondent — the opposing party's first name, last name, and email (phone optional).
  • Description — initial context about the dispute.
  • Claimed amount (optional) — the monetary amount being sought.
  • Priority (optional) — low, medium, high, or urgent.

The mediator is not assigned at case creation. Once the case exists, use the Assign Mediator button in the case detail sidebar to appoint a mediator from your team.

Adding parties

Each case requires at least one complainant and one respondent. When you add a party, Vilulia records their name, email address, and role in the dispute. Parties can be given access to the client portal via magic link so they can upload documents, send messages, and e-sign settlements — without creating a full Vilulia account.

Case lifecycle

Cases move through the following statuses: Open (active mediation), Pending settlement (agreement drafted, awaiting signatures), Settled (all parties have signed), and Closed (case archived). Status updates automatically when a settlement is finalized and e-signed.

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