Upload Your Binder PDF

Before uploading, please ensure you have completed payment for the Binder Review. Once paid, complete the binder above, click “Download PDF”, save the file, and upload it using the secure form below.

Pay for Binder Review Then upload your PDF below ⬇
Final privacy check:
Confirm your PDF does not contain account numbers, routing numbers, passwords, or full Social Security numbers. This binder is an organizational review tool only — legal forms are where sensitive identifiers belong.

Submissions are delivered securely to brad@conflict-mentoring.com. You’ll see a confirmation message after successful upload.

Upload Your Binder PDF

Once you’ve completed the binder above, click “Download PDF” and save the file to your device. Then upload that PDF using the secure form below.

Final privacy check:
Confirm your PDF does not contain account numbers, routing numbers, passwords, or full Social Security numbers. This binder is an organizational review tool only — legal forms are where sensitive identifiers belong.

Submissions are delivered securely to brad@conflict-mentoring.com. You’ll see a confirmation message after successful upload.

Binder Review & Mediation Readiness

This is a paid, detailed intake binder designed to help you organize your situation before mediation, negotiation, or working with an attorney. The goal is clarity — facts first, emotions second — so you can make better decisions and avoid costly mistakes.

Expandable sections ➕ Add more items Auto-growing text boxes Download as PDF Organizational — not legal forms

What you receive with a Binder Review

  • A completeness + clarity score (0–100)
  • Mediation readiness rating (Green / Yellow / Red)
  • Top missing items (what to add next)
  • Top risks (what could derail settlement)
  • Recommended next steps (education, coaching, mediation structure)

Important notice (please read)

Organizational use only — omit sensitive numbers

Do NOT include account numbers, routing numbers, passwords, full SSNs, or access codes.

This binder is not a court filing and not legal advice. Legal forms (like disclosures) are where account numbers belong.

If an attorney is involved, this binder can reduce billable hours by organizing the information the attorney will need anyway.

Pay for Binder Review

Tip: If you use Stripe payment links, put “Pay for Binder Review” above the binder and keep this page clean and focused.

Client Binder

Complete what you can. You can expand sections and add extra items as needed. When finished, download your binder as a PDF.

Privacy reminder: Use general identifiers only (example: “Chase checking” or “Fidelity 401(k)”). Do not enter account numbers or passwords anywhere in this binder.
CONFIDENTIAL – Client Organizational Binder
Generated from conflict-mentoring.com – Binder Review & Mediation Readiness
1) Relationship & Case Overview Start here —
Optional. Helps tailor education and readiness feedback.
If unknown, estimate. Accuracy matters less than consistency.
2) Goals & Priorities Clarity —
3) Assets (no account numbers) ➕ Add items —
List assets at a high level only (example: “Chase checking”, “Fidelity 401(k)”, “Rental property in ____”). Do not include account numbers.
Asset
High level only — no account numbers
4) Debts & Liabilities ➕ Add items —
Debt / Liability
Approximate balances are fine
5) Real Property & Vehicles ➕ Add items —
Property / Vehicle
Address ok (optional). No loan account numbers.
6) Income & Monthly Expenses ➕ Add items —
Approximate is fine. This is an organizational binder.
Optional detail: add multiple income sources and major expense categories.
Income Source
Examples: wages, self-employment, retirement, rental income
Expense Category
Examples: housing, utilities, insurance, childcare, debt payments
7) Conflict & Communication (Readiness Drivers) Key —
Note: This is not a substitute for legal or emergency help. If you feel unsafe, prioritize safety and contact local resources.
8) Legal & Mediation Status (High Level) Context —
9) What You Want From This Review Finish —
I confirm I did not include account numbers, routing numbers, passwords, or full SSNs anywhere in this binder. I understand this is an organizational tool, not a legal disclosure form.
Submission (recommended): After downloading your PDF, submit it through your confirmation workflow (upload form, email instructions, or client portal). If you don’t have an upload step yet, add a Squarespace Form Block below this Code Block with a File Upload field and a short message: “Upload your Binder PDF here.”