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Timing is Everything: Mediation Windows That Work

  • Writer: Phillip McCallum
    Phillip McCallum
  • Nov 3
  • 2 min read

When to Mediate for Maximum Efficiency and Settlement Potential


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If there’s one universal truth in dispute resolution, it’s this: the timing of mediation can determine whether the case settles or stalls. Even the best-prepared mediation will underdeliver if it’s held too early—or too late.


Over decades of litigation and mediation experience, I’ve observed that parties often focus heavily on how to mediate, while overlooking when to mediate. But timing isn't just logistical—it's strategic. Knowing when to initiate mediation can preserve relationships, control costs, and unlock resolutions that may otherwise be missed.


Here’s what I’ve learned about the optimal mediation windows that maximize efficiency and settlement potential.


1. Too Early? You Risk Resistance.

Early mediation is often encouraged for cost-saving reasons—but it can backfire if the parties haven't gathered enough information to properly evaluate risk. When liability, damages, or coverage remain uncertain, parties are more likely to dig in rather than move toward resolution.


Watch for:

  • Incomplete discovery

  • Ongoing medical treatment

  • Disputed liability or factual gaps

Tip: Early mediation can still work when both parties agree on basic facts and want to avoid prolonged litigation. Pre-suit or pre-discovery mediations may benefit from structured risk framing and bracketed offers.


2. Too Late? Emotions and Costs Can Escalate.

On the flip side, waiting until the courthouse steps can make mediation more difficult—emotionally and financially. Parties are often entrenched, legal fees have piled up, and the flexibility needed to settle may be diminished.


Risk Zone: Trial dates that loom too close can turn mediation into a formality rather than an opportunity.


3. The Sweet Spot: Post-Key Discovery, Pre-Pretrial

In many cases, the best time to mediate is after:

  • Critical depositions have occurred

  • Expert reports are exchanged

  • Motion practice has clarified legal theories

At this stage, parties better understand their own case—and the risks of continuing. Settlement ranges become more realistic, and mediators can facilitate informed, productive negotiations.


Strategic Bonus: You can use this window to engage in "shadow discovery" or informal exchanges that streamline mediation prep without full court involvement.


4. Special Cases: Multi-Party, Insurance-Heavy, or Complex Litigation

In high-stakes or multi-defendant cases, the mediation window may require more coordination. Be mindful of:

  • Coverage positions and insurer involvement

  • Lender or lienholder sign-offs

  • Government agency timelines (e.g., regulatory approvals)

In these cases, the timing isn’t just about the legal facts—it’s about making sure the right players are aligned and at the table.


5. Flexibility Is a Strategy, Too

Sometimes, mediation needs to happen early to meet business objectives, public relations concerns, or cash flow constraints. That’s okay—but be transparent with the mediator about your timing strategy. A skilled neutral can manage expectations and help both sides shape a process that works for the moment, even if it takes multiple sessions.


Final Thoughts: Mediation Isn't One-Size-Fits-All

Timing mediation correctly requires more than a court order or case schedule—it requires insight, communication, and a deep understanding of the case trajectory.


At Schreiber ADR, we’re here to help you find the right moment to bring parties to the table—when negotiation is not only possible, but productive.

 
 
 

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