Tag Archive for: litigation

How a Mediation Checklist Can Help You Stress Less and Reach A Better Settlement Faster

Atul Gawande’s The Checklist Manifesto was a revolutionary evaluation of how basic checklists and procedures can guarantee error free success time and time again.[1] Many of us may chafe at having to following a basic list of things to do, but his book makes a simple point: no matter how expert we are, a well-designed checklist helps us do the right things, in the right order, every time. In an era when our attention is scattered and the demands on our time are increasing by the minute, it is no wonder that critical errors in many fields are not only on the rise, they are increasingly becoming the norm. The legal profession is no exception and missing critical steps in a case are increasingly common. Unfortunately, these errors lead not only to increased stress for practitioners, but also to an increase in costs in the long run for not only clients, but also the professionals serving them. For this reason, following a checklist prior to mediation- whether it is basic or detailed- may not only save you from costly errors, it may also lead to a better settlement faster. The result isn’t duplicative or wasted effort- it’s fewer mistakes, clearer thinking, and better outcomes.[2]

Why Checklists and Procedures Lead to Repeated Success

Everyone wants to be successful, but why are some people and companies more successful than others? Why can some companies repeat their success over and over, while others are a “one hit wonder” that struggle or can never repeat their initial win? The secret lies not in the “flash in the pan” ideas, but in the daily grind of showing up and doing the right and the hard – and usually boring- thing over and over. There’s hard evidence behind that claim. The WHO’s 19-item surgical safety checklist, studied across eight hospitals worldwide, cut major complications and deaths significantly-proof that a short, disciplined list can change outcomes in complex, time-pressured environments.[3] Is that list boring? Sure it is. Is there temptation to skip some items? Sure there is. But studies show that repeatedly following that simple and boring list guaranteed successful outcomes. This is a concept that is repeated over and over- whether it is McDonald’s incredible success with their “Speedee Service System” or an Olympic athlete who achieves success due to their commitment to relentless practice and exercise no matter what else might be going on.[4]

Over time, many industries, from manufacturing to the military, have realized the necessity of having procedures in place to guarantee repeated success for deliverables. In Getting Things Done, David Allen also extols the many benefits of keeping to-do items on a list to be productive, instead of stressed and distracted. It frees the mind to concentrate on other issues while keeping a place for those “must get done” items.[5] Another seminal work on the value of following procedures and lists to free the mind for deep and concentrated work is Deep Work by Cal Newport. Published in 2016, this was one of the first in-depth discussions on how distraction is leading to increased error rates and the cost of those errors not only on our professional lives, but also in our personal lives.[6] Stolen Focus by Johann Hari, published in 2024, is one of the latest books on this increasingly important topic of how our attention is not only divided, but is also increasingly for sale to the highest bidder in the digital arena.[7] It appears that distraction is here to stay, and it is time to strategize both offensive and defensive plans of attack to continue to provide the best legal service possible.

Legal organizations have reached the same conclusion: “old-school” checklists streamline practice, improve teaming, and make knowledge shareable across a firm.[8] And in negotiation scholarship, robust preparation frameworks from Harvard’s Program on Negotiation show how structured pre-work creates value at the table.[9] Put simply: checklists make good lawyers not only great, but consistently successful. While mediation and arbitration are certainly different from surgery or flying an airplane, they are just as information-dense and decision-heavy. A checklist for case events such as Mediation or Arbitration keeps advocates focused on the moves that will actually move numbers or secure valuable information that can determine case outcomes. It also helps to reduce stress and limit the unknown variables that may affect the ultimate result of the case as litigation continues.

What to Put on a Mediation-Prep Checklist

So it’s clear that a pre-mediation checklist is not only helpful, but probably needed. The question becomes, what to put in that checklist? If it is too basic, you may miss key points and still end up with avoidable mistakes. If it is too detailed, it may be so onerous to follow that it will quickly be abandoned as useless. It’s beneficial to consider your working style and set yourself up for success. Thinking in modules or core concepts can help you tailor the list by case type (PI, employment, construction, commercial, insurance, etc.). Another idea is to consider whether the case could be tried in front of a judge or jury with what you have right now and whether you would win or lose? The answers to those questions can serve as a cornerstone upon which you can strategize what might be needed if the case does not resolve at mediation and whether mediation may in fact be truly your best day for that case.

  1. Core Case File & Facts
    • Pleadings, key orders, dispositive-motion posture, outstanding discovery issues
    • Brief chronology of the case and three strongest facts / three soft spots
    • Exhibits you would actually use at trial and possibly use at mediation (with page cites)
  2. Law & Risk
    • Elements, burdens, and jury instructions that really matter
    • Best case / neutral / worst case outcomes with probability ranges
    • Litigation budget vs. verdict and collection risk
  3. Numbers
    • Damages model or valuation worksheet
    • Verdict form draft
    • Interest, fees exposure, liens/Medicare/Medicaid offsets, insurance limits, coverage defenses
    • Tax or structuring considerations for settlement (annuities, QSFs, allocations)
  4. Parties, People, and Authority
    • Decision-makers who must attend (client, carrier, board designee, etc.) and their real authority
    • Confidential stakeholder concerns (reputational risk, precedent anxiety)
    • Interpreter, accessibility, or tech needs for remote sessions
  5. Offers Strategy
    • Anchors, concessions plan (what/when/why), and walk-away position(s)
    • Cross-offer contingencies (e.g., “If they do X, we can move Y”)
    • Non-monetary terms you will trade (reference letters, transition support, training, confidentiality clauses, etc.)
    • BATNA/WATNA Reality Testing
    • Your credible next steps if no deal (hearing dates, litigation budget and spend, trial posture and date)
    • Their potential next steps and how you’ll explain them in caucus
  6. Ethics & Confidentiality
    • Mediation privilege, confidentiality rules, and local practice requirements
    • Informed-consent talking points with client (process, caucus norms, mediator’s role)
  7. Mediation Summary or Brief
    1. can help mediator unlock value
  8. Logistics
    • Venue/Zoom links, room plan, whiteboard/pads, chargers, print vs. e-signature
    • Food breaks (hungry clients make bad decisions), parking, travel buffers
  9. Settlement, Term Sheet & Closing
    • Pre-drafted term sheet or settlement agreement with blanks- this can be key to avoid blowing up an almost secure settlement
    • Authority to sign; e-signature plan
    • Scope of must have terms for releases such as lien language, no admission clauses, tax language, confidentiality carve-outs, enforcement forum, etc.

Now that we have core concepts in place, how about a detailed step by step checklist that you can use for your case? Again, it depends a lot on your practice style, how your office is structured and your work habits. There are many checklist examples online, and this footnote lists some of them for your reference.[10] But if you want to continue to DIY it for your own use, here are some ideas:

How to Build a Checklist That Works

  1. Keep it short and concrete. 25 to 40 items across the modules above is plenty. Each line should be a do/verify action (i.e. “Confirm lien payoff amount and statutory basis”), not a paragraph. This mirrors why aviation and medical lists succeed: brevity + clarity.[11]
  2. Create “pause points.” Insert natural stops (pre-brief, pre-opening, pre-first offer, pre-closing) where you deliberately run the list and recalibrate.
  3. Assign ownership. Put initials next to each item (partner/associate/assistant/adjuster). Checklists fail when they belong to “everyone” and, therefore, to “no one.”
  4. Make the numbers visible. Build a one-page valuations sheet you can update live as information shifts and keep an eye on midpoints, that can sometimes signal a soft landing for both sides.
  5. Tailor by matter type. Maintain a master list and spin off variants (e.g., bodily-injury, employment, commercial lease, construction, real estate, etc.) so you don’t have to waste time and reinvent the wheel.
  6. Test in low-risk matters first. Pilot or test the checklist in routine conferences; change as needed and iterate after each use.
  7. Train the team. Bring your staff in on using the checklist and get their feedback. Change the tasks as needed.
  8. Design for the room you’ll be in. If you mediate by Zoom, add tech checks; if in person, add print/signer logistics. (Nothing kills momentum like hunting for a charger during the final move or finding out you can’t print the settlement agreement when you need to.)
  9. Close with a written settlement agreement or term sheet- always. Bring your own template and fill it as you go. Know your local rules and case law- an unsigned agreement can kill the whole mediation.
  10. Do a post-mortem. After each mediation, spend five minutes updating the checklist based on what helped or hurt. That’s how it becomes an asset of your practice, not a one-off document.

Free for Your Use:  Mediation Prep Mini-Checklist

  1. Book Mediator and confirm virtual or in-person.
  2. Confirm attendance & authority (client/insurer/board memebrs, etc.).
  3. Update case chronology + top 3 facts/risks.
  4. Consider jury instrauctions and/or draft verdict form.
  5. Valuation sheet (best/neutral/worst; fees to verdict).
  6. Liens/offsets/coverage confirmed.
  7. Confidential client brief on process & roles.
  8. Confidential phone conference with mediator if beneficial.
  9. Mediation statement sent & exhibits pared to essentials.
  10. Agenda & process agreed with mediator.
  11. First-offer anchor and concessions plan set.
  12. BATNA/WATNA scripts/plans for each caucus.
  13. Non-monetary trades pre-approved.
  14. Logistics: room/Zoom, tech, food, printers.
  15. Draft settlement or term sheet loaded with blanks.
  16. E-signature and payment mechanics ready.
  17. Press-line or confidentiality language sorted.
  18. Post-mediation debrief scheduled.

Used consistently, a checklist like this reduces preventable mistakes, sharpens strategy, and consistently provides more predictable outcomes. For a quick downloadable version, check out our Resources page above. Especially in Florida, where Case Management Orders are bringing cases to trial within 18 months, a checklist like this helps to ensure that mediation will be the best day for the case. That’s the quiet power of a good checklist.

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[1] Atul Gawande, The Checklist Manifesto, 2009; https://atulgawande.com/book/the-checklist-manifesto

[2] Atul Gawande, The Checklist Manifesto, 2009; https://atulgawande.com/book/the-checklist-manifesto

[3] Atul Gawande, The Checklist Manifesto, 2009; https://atulgawande.com/book/the-checklist-manifesto

WHO Surgical Safety Checklist, 2009; https://www.who.int/docs/default-source/patient-safety/9789241598590-eng-checklist.pdf; A Surgical Safety Checklist to Reduce Morbidity and Mortality in a Global Population, Alex B. Haynes, M.D., M.P.H., Thomas G. Weiser, M.D., M.P.H., William R. Berry, M.D., M.P.H., Stuart R. Lipsitz, Sc.D., Abdel-Hadi S. Breizat, M.D., Ph.D., E. Patchen Dellinger, M.D., Teodoro Herbosa, M.D., for the Safe Surgery Saves Lives Study Group; New England Journal of Medicine January 2009; https://www.nejm.org/doi/full/10.1056/NEJMsa0810119

[4]Christopher Klein, How McDonald’s Beat Its Early Competition and Became an Icon of Fast Food, (May 15, 2015), HISTORY; https://www.history.com/articles/how-mcdonalds-became-fast-food-giant

[5] David Allen, Getting Things Done, 2001 and 2015,; https://gettingthingsdone.com/

[6] Cal Newport, Deep Work: Rules for Focused Success in a Distracted World, 2016,; https://calnewport.com/deep-work-rules-for-focused-success-in-a-distracted-world/

[7] Johann Hari, Stolen Focus: Why You Can’t Pay Attention, 2024; https://stolenfocusbook.com/

[8] Daniel Siegel and Pamela Myers, How old-school checklists can help you better serve clients, ABA Webinar;

https://www.americanbar.org/news/abanews/publications/youraba/2017/october-2017/use-the-old-school-way-to-streamline-your-practice–make-checkli/

[9] Katie Shonk, A Negotiation Preparation Checklist, Harvard Program on Negotiation, August 20th, 2025; https://www.pon.harvard.edu/daily/negotiation-skills-daily/negotiation-preparation-checklist/

[10] John Lande, Real Practice Systems Project Menu of Checklists for Attorneys in Mediation, Center for the Study of Dispute Resolution University of Missouri School of Law, September 24, 2024; https://scholarship.law.missouri.edu/cgi/viewcontent.cgi?article=2246&context=facpubs;  The Advocate’s Mediation Checklist, https://www2.mediate.com/ICM/docs/Advocates%20Checklist%20for%20Mediation.pdf

[11] Atul Gawande, The Checklist Manifesto, 2009; https://atulgawande.com/book/the-checklist-manifesto

 

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The Art and Science of Persuasion: How Trial Lawyers Win the Jury’s Mind and Heart – Part 1

I recently had the good fortune to attend the Hillsborough County Bar Association’s Annual Bench and Bar Conference in early October. Among the many excellent seminars, one stood out to me in particular: a panel of jurors who had served on various civil trials in Hillsborough County. They had returned for the conference to discuss what they had considered important in the trials they had participated in and why they had come to the conclusions they did. As they discussed the observations, evidence and arguments they found most persuasive in reaching their verdicts, I was reminded that success in litigation and trial is as much an art as it is a calculated presentation of the evidence available to counsel and their client. In this two-part blog post, we will explore how nonverbal communication from the attorneys and the parties can influence litigation from the opening stages of a case through to the verdict and the types of evidence juries find most compelling.

Part 1: The Art and Science of Nonverbal Communication

Quick Thinking, Nonverbal Command, and the Advocate’s Presence

When most lawyers think about persuasion in litigation or trial, they focus on arguments, evidence, and the precise words spoken to the Court. But persuasion operates on more than just the conscious, rational level. Body language and subconscious cues influence parties, jurors, and even judges, sometimes more powerfully than a closing argument. Albert Mehrabian’s foundational research in communication theory is often cited for the idea that the majority of meaning in face-to-face communication comes not from words, but from tone and body language.[1]  Additional studies have confirmed that nonverbal cues shape how listeners perceive credibility, confidence, and trustworthiness.[2] Becoming aware of how you are communicating with others nonverbally can make a difference in how you (and your arguments) are perceived.

Malcolm Gladwell’s Blink expands on this phenomenon, describing how people form intuitive judgments in seconds—a process he calls “thin-slicing.”[3] In the courtroom, jurors are continually “thin-slicing” advocates, witnesses, and parties based on fleeting cues: a pause before answering, a crossed arm, a flicker of irritation. These are the “tells” that their subconscious minds are looking for to confirm or discredit their opinions and/or pre-conceived notions. Once formed, these impressions are remarkably resilient. Trial lawyers who understand this can use deliberate posture, pacing, and tone to project credibility and calm even when under stress.

In Outliers, Gladwell adds that elite performance often arises not from innate genius but from deliberate, repeated quality practice.[4] Quick thinking in trial, the ability to object smoothly, pivot on cross, or adapt to a judge’s question, depends on hours of structured rehearsal. The advocate who practices under pressure gains the intuitive mastery to make rapid decisions that feel instinctive to the jury.

Philip Meyer’s Storytelling for Lawyers offers a complementary insight: jurors interpret evidence through the story that feels most coherent.[5] Cognitive biases push people toward narratives that “fit.” When facts are organized into a clear, emotionally and visually consistent story, jurors experience less cognitive dissonance and are more likely to find the storyteller credible. Lawyers should therefore align their nonverbal communication with the story they are telling: calm tone for reason, measured movement for logic, warmth for empathy. Similarly, Brian Johnson and Marsha Hunter’s The Articulate Advocate reminds us that nonverbal delivery is the final layer of persuasion.[6] Vocal cadence, breathing, and stance all signal composure. Jurors (and other decision makers) equate these physical cues with sincerity and preparation, which in turn reinforce their subconscious judgment that the advocate is trustworthy. A trial lawyer’s ability to control their own body language, and read others’, can create subtle but real advantages:

  • Confidence and credibility. Research in legal psychology finds that refined appearance, upright posture, steady eye contact, and measured speech increase perceptions of trustworthiness.[7]
  • Storytelling through gesture. Gestures that mirror or emphasize verbal arguments help jurors retain key points.[8]
  • Detecting deception. While no signal guarantees truth or falsehood, inconsistencies between verbal statements and body language often alert jurors and judges to credibility issues.[9]

Persuasion begins long before closing argument. It begins in milliseconds- with a glance, a gesture, or the quiet confidence that jurors interpret as truth.

Subconscious Thinking and Cognitive Biases

Body language operates alongside subconscious mental shortcuts, or cognitive biases, that affect decision-making. Research by Daniel Kahneman in Thinking, Fast and Slow, and behavioral economists highlights how people rely on heuristics, availability, anchoring, confirmation bias, when making judgments.[10]

  • Authority bias: Jurors may unconsciously attribute more weight to testimony from a confident expert who appears composed and authoritative.
  • Halo effect: A likable party or witness (through warmth in demeanor or open posture) can influence jurors to see their testimony as more credible.
  • Anchoring: Discussion of case value in jury selection can subconsciously “anchor” the jury’s sense of reasonable outcomes, regardless of counterarguments.

Anchoring in Depositions and Testimony

Anchoring doesn’t just occur at the trial stage; it plays a powerful role during depositions and live testimony. Anchoring occurs when the first figure, fact, or framework presented exerts an outsized influence on subsequent perceptions, even if it is arbitrary.[11]

  • Depositions. When an attorney introduces an early numerical estimate (e.g., damages, timelines, percentages of fault), it can subtly set the reference point for the witness, opposing counsel, and even the judge reviewing the transcript later. Research in negotiation shows that first offers, even aggressive ones, tend to pull final outcomes closer to the anchor.[12]
  • Witness testimony. A plaintiff testifying that their medical bills were “over $100,000” anchors jurors, even if the defense later emphasizes a smaller reimbursable portion. Similarly, an expert who explains an injury will reduce life expectancy “by at least 15 years” has set a mental baseline that jurors carry into deliberation.
  • Cross-examination. Defense lawyers may use anchoring by posing questions with embedded figures: “Would you agree that many back injuries resolve within six months?” Even if the witness disputes the timeframe, the six-month figure becomes a subconscious benchmark.

Effective trial lawyers focus on tactics such as:

  • Set the anchor first whenever possible, framing damages or timelines in ways favorable to their client.
  • Challenge anchors overtly. Jurors are less likely to be unconsciously influenced if opposing counsel explicitly calls out an anchor as misleading or speculative.
  • Train witnesses. Prepare clients to avoid unintentionally reinforcing harmful anchors during deposition.

Anchoring operates quietly, but once established, it is notoriously difficult to dislodge, making it one of the most potent psychological tools in the trial lawyer’s arsenal.

Florida Courts and Subconscious Persuasion

Florida case law shows that courts are alert to the power of both nonverbal behavior and anchoring, even if they rarely use psychological terms.

  • In State v. DiGuilio, 491 So. 2d 1129 (Fla. 1986), the Florida Supreme Court noted that subtle cues, such as prosecutorial comments or gestures, can create unfair prejudice, underscoring how easily subconscious impressions can affect juror perceptions.
  • Florida appellate courts have also cautioned against “golden rule” arguments, which are essentially emotional anchors inviting jurors to put themselves in the plaintiff’s position (See Metropolitan Dade County v. Zapata, 601 So. 2d 239 (Fla. 3d DCA 1992)).
  • Federal courts sitting in Florida recognize similar concerns: in U.S. v. Schlei, 122 F.3d 944 (11th Cir. 1997), the court highlighted how prejudicial framing can sway juries beyond the evidence presented.

Beyond published opinions, Florida’s trial practice CLEs frequently emphasize the importance of demeanor, credibility, and the way questions are framed, echoing research on subconscious persuasion. For litigators practicing in Florida, this means being attuned not only to statutes and case law, but also to the subtle cues picked up by Florida jurors, who often come from diverse cultural and linguistic backgrounds. Body language and anchoring techniques that resonate in one county may land quite differently in another part of the state.

Influence on Judges and Opposing Parties

Even in bench trials, nonverbal cues matter. Judges, like all decision makers, are also subject to subconscious influences. Research shows judges, despite legal training, are not immune to cognitive biases like anchoring or framing effects.[13] In mediation or settlement negotiations, attorneys who display calm, open body language can reduce conflict intensity and promote trust. Subtle mirroring and adopting a posture similar to the opposing party has been shown to increase rapport and willingness to compromise.[14]

Practical Tips for Lawyers

  1. Control your posture and eye contact. Stand confidently, avoid crossing arms, and engage jurors or the judge with steady but not aggressive eye contact.
  2. Be aware of the influence of clothing and organization of materials for trials or hearings. Decision makers are looking at every single aspect they can, whether they realize it or not. This will include your clothing, physical appearance and even how organized your table might be in the courtoom. Refined and neat appearances often subtly suggest confidence and trustworthiness.
  3. Use intentional gestures. Don’t fidget—use your hands to underscore important points in your argument.
  4. Be mindful of micro-expressions. Jurors often sense disdain, irritation, or nervousness in a split second.
  5. Prepare your client and witnesses. Jurors notice when witnesses look evasive, avoid eye contact, or fidget. Roleplay in advance to help them feel composed.
  6. Be aware of subconscious framing. The order in which you present evidence, the first number you introduce, and the way you label parties (“plaintiff” vs. “injured mother”) can anchor perceptions powerfully.
  7. Use anchoring strategically in deposition. Be deliberate with the numbers you put on the record, knowing they’ll stick with both jurors and judges later.

Litigation is a battle that is composed not only of stories, facts, and law- but also of subtle signals and subconscious impressions. By integrating lessons from psychology, communication science, and behavioral economics, lawyers can sharpen their persuasive edge in ways that go beyond the transcript. As Daniel Kahneman, Malcolm Gladwell, and many other scholars remind us, much of human judgment is fast, intuitive, and subconscious. In litigation and trial, that means the decision makers, whether it is a judge, jury or opposing counsel and their client, may have made their decision long before you even imagined it was possible. These decisions were not made after the closing argument, but instead are based on the signals they pick up from every nod, glance, and gesture you provide through the litigation process and in the courtroom. Stay tuned for more as we dive into our second part to this blog post: where we will consider what evidence is most persuasive in litigation and trial and why how it is presented is often the most important aspect.

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REFERENCES & BIBLIOGRAPHY

[1] Silent Messages, Albert Mehrabian, 1971

[2]Burgoon, Guerrero & Floyd, Nonverbal Communication, 2016

[3] Blink: The Power of Thinking Without Thinking, Malcolm Gladwell, 2005

[4] Outliers, Malcolm Gladwell, 2008

[5] Storytelling for Lawyers, Philip N. Meyer, 2014

[6] The Articulate Advocate, Marsha Hunter, Brian Johnson, 2016

[7] Detecting Lies and Deceit, A. Vrij,  2008; What Every Body is Saying, Joe Navarro and Marvin Karlins, 2008; Cues: Master the Secret Language of Charismatic Communication, Vanessa Edwards, 2022

[8]  “How Gesture Promotes Learning and Thinking,” Goldin-Meadow, Trends in Cognitive Sciences, 2003

[9] Detecting Lies and Deceit, A. Vrij,  2008; What Every Body is Saying, Joe Navarro and Marvin Karlins, 2008; Cues: Master the Secret Language of Charismatic Communication, Vanessa Edwards, 2022

[10] Thinking, Fast and Slow, Daniel Kahneman, 2011

[11] “Judgment Under Uncertainty: Heuristics and Biases”, Tversky & Kahneman,  Science, 1974; Anchoring Effect in Real Litigation: An Empirical Study, Yun-chien Chang, Kong-Pin Chen, Chang-Ching Lin, Chicago Unbound, University of Chicago Law School, 2016

[12] “First Offers as Anchors,” Adam D. Galinsky and Thomas Mussweiler, Journal of Personality and Social Psychology, 2001

[13] “Inside the Judicial Mind,” Chris Guthrie, Jeffrey Rachlinski and Andrew Wistrich, Cornell Law Review, 2001

[14] “The Chameleon Effect,” T.L. Chartrand , J.A. Bargh, Journal of Personality and Social Psychology, 1999

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Preparing for the legal, financial, and emotional realities of Divorce in Florida

Divorce is rarely a simple event, instead it is frequently a process with multiple twists and turns. In Florida, where equitable distribution and time-sharing statutes govern many outcomes, preparation is one of the best predictors of a fair, calm and efficient resolution. Whether you anticipate mediation, collaborative law, or believe litigation is necessary, taking practical steps before filing can protect your rights, clarify your priorities, and reduce unnecessary conflict. In this blog post, I will review some concepts to consider as you review your options regarding separation and divorce.

Understand Your Legal Framework

Florida is a no-fault divorce state, meaning that either spouse can seek dissolution on the grounds that the marriage is “irretrievably broken.” However, equitable distribution under Florida Statute § 61.075 and time-sharing arrangements under § 61.13 still require evidence and preparation. Before taking action, consider consulting with a Florida Family Law attorney and review with them what you may need to do. You can also consider some of the following concepts as you go through the process:

  • Review whether you meet the six-month residency requirement for filing.
  • Consult with a Florida family law attorney to understand options such as mediation, collaborative divorce, or traditional litigation.
  • Familiarize yourself with mandatory disclosure rules, including financial affidavits and discovery deadlines.
  • For additional information, you can review the Florida Bar Family Law Handbook at Florida Bar Family Law Handbook. You can also review Florida family law forms, including petitions, financial affidavits, and parenting plans, directly from the Florida Supreme Court at Florida Supreme Court – Family Law Forms.

Consider Collaborative Divorce

Collaborative divorce offers an alternative to courtroom litigation, focusing on resolution rather than confrontation. Under Florida’s Collaborative Law Process Act (Fla. Stat. §§ 61.55–61.58), both spouses commit to resolving their disputes respectfully and privately, with the help of trained professionals.

Key features include:

  • Each spouse retains a collaboratively trained attorney, and the parties jointly engage neutral professionals, such as a financial specialist and a mental health facilitator, to help guide discussions.
  • All participants sign a participation agreement, committing to full transparency and agreeing that if the process fails, both attorneys must withdraw before litigation begins.
  • This approach encourages open communication, minimizes hostility, and protects children from the adversarial nature of court proceedings.
  • For many Florida families, collaborative divorce blends the problem solving structure of mediation with the supportive framework of a multidisciplinary team, offering a path to closure that is both dignified and durable.

Gather and Organize Financial Information

Financial clarity is the backbone of every divorce case. Florida’s equitable distribution model divides marital assets and debts fairly, but not necessarily equally, based on documentation.

Concepts to Consider:

  • Two years of tax returns (federal and state)
  • Pay stubs, W-2s, or 1099s for both spouses
  • Bank, credit card, and investment statements
  • Retirement accounts, pensions, and life insurance policies
  • Mortgage documents, property appraisals, and titles
  • Business ownership records if self-employed or an entrepreneur
  • Household budget: current monthly income, expenses, and anticipated changes
  • Organizing these materials early reduces discovery disputes and provides for informed negotiation in mediation, collaborative sessions, or court.

Inventory Marital and Non-Marital Property

Under Florida law, property acquired during the marriage is typically marital, subject to division, unless proven otherwise. As you review the potential property, consider the following:

  • Real estate (homes, rental properties, land)
  • Vehicles, boats, or recreational assets
  • Jewelry, art, and collectibles
  • Inheritances or pre-marital assets (with documentation of ownership)
  • Keep copies of deeds, purchase receipts, and any prenuptial or postnuptial agreements that may affect ownership rights.

Parenting and Time-Sharing Plans

If children are involved, Florida courts require a Parenting Plan that details time-sharing, parental responsibilities, and communication. Before entering negotiations, it may be helpful to consider:

  • Outline a proposed schedule that considers school, extracurriculars, and holidays.
  • Document your role in daily care, education, and medical decisions.
  • Keep communication child-focused. Courts evaluate what is in the best interests of the child, not parental convenience.
  • Mediation and collaborative processes are often the best forums to craft cooperative parenting plans, reducing future litigation and emotional strain.

Safeguard Digital and Personal Privacy

In the digital era, your online presence can unintentionally affect your case. As you consider divorce, some items to review include:

  • Changing passwords and enabling two-factor authentication.
  • Review social media posts and set accounts to private.
  • Create a new email address for legal and financial correspondence.
  • Safely store digital copies of all relevant documents (encrypted or password-protected).

Address Immediate Financial and Living Arrangements

  • Determine how you will manage day-to-day logistics while the divorce is pending:
  • Open an individual bank account for your income.
  • Plan for temporary housing or shared-home arrangements.
  • Discuss temporary child support or spousal support with your attorney.
  • Avoid major financial moves (selling property, transferring assets) without legal guidance—these actions may be scrutinized under Florida’s automatic financial disclosure rules.

Build Your Support System

Divorce is both legal and emotional. There will be great days and tough days. It is helpful to have folks that understand you and can be there in a supportive manner. Consider assembling a personal and professional support team:

  • Attorney for legal guidance
  • Financial planner or CPA for tax and post-divorce planning
  • Therapist or counselor for emotional resilience
  • Trusted family or friends for practical support

Many clients find that early mediation or a collaborative process fosters a calmer, more constructive environment than adversarial proceedings, especially when guided by clear preparation and realistic expectations.

Plan for Life After Divorce

Preparation should not end when the judgment is entered or when the agreement is signed. If there are shared responsibilities, you may continue to have your ex-spouse in your life in one way or another for many years to come. It is helpful after the divorce to consider the following:

  • Update estate planning documents (this may include a will, power of attorney, healthcare surrogate, among others).
  • Review insurance beneficiaries and retirement accounts.
  • Establish a post-divorce budget that reflects new living expenses and financial goals.
  • Consider attending post-divorce mediation to address future parenting or support adjustments collaboratively.

Conclusion

A well-prepared client is an empowered client. By following a structured pre-divorce review of potential issues and concepts, and considering collaborative approaches, you reduce uncertainty, save time and legal costs, and preserve emotional bandwidth for what matters most: your future and your family. At Endeavor Mediation, we can help clients navigate these tough experiences in mediation with professionalism, neutrality, and compassion during efforts towards resolution.

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Two Years Later: How HB 837’s Interpleader is reshaping Florida’s Litigation Landscape

Florida’s tort reform, enacted through House Bill 837 in 2023, introduced significant changes to the state’s civil litigation landscape. One notable provision affects how insurers handle liability claims that may exceed policy limits. This blog post explores the use of interpleader in such scenarios and how it is evolving in the current litigation landscape.

What Is Interpleader?

Interpleader is a legal action that allows a party holding money or property (the “stakeholder”) to initiate a lawsuit asking the court to determine the proper claimant among two or more competing parties. In the context of personal injury litigation, interpleader is often used when insurance policy limits may be insufficient to satisfy all potential claims.

The use of Interpleader in Florida post HB837

Under Florida Rule of Civil Procedure 1.240, a party may bring an interpleader action when:

“[P]ersons having claims against the plaintiff may be joined as defendants and required to interplead when their claims are such that the plaintiff is or may be exposed to double or multiple liability. It is not ground for objection to the joinder that the claim of the several claimants or the titles on which their claims depend do not have a common origin or are not identical but are adverse to and independent of one another, or that the plaintiff avers that the plaintiff is not liable in whole or in part to any or all of the claimants. A defendant exposed to similar liability may obtain such interpleader by way of crossclaim or counterclaim. The provisions of this rule supplement and do not in any way limit the joinder of parties otherwise permitted.” FL. R. Civ. P. 1.240 (2025)

In addition to Rule 1.240, the Florida statutes provide a general interpleader mechanism through Fla. Stat. §86.011, which gives courts the power to declare rights in a justiciable controversy, often used in conjunction with interpleader actions. House Bill 837, effective March 24, 2023, introduced several reforms aimed at reducing litigation costs and promoting fair settlements. Under the revised statutes, insurers are encouraged to:

  • Promptly investigate and evaluate claims to determine the extent of liability.
  • Engage in good faith negotiations with claimants to settle claims within policy limits.
  • Consider interpleader actions when faced with multiple claimants and insufficient policy limits to satisfy all claims.

As a result of these reforms, more claimants may be incentivized to litigate earlier, due to the shorter statute of limitations — potentially increasing the pressure on insurers to file interpleader actions quickly. In addition, bad faith reforms (codified in Fla. Stat. § 624.155(4)) create a “safe harbor” for insurers who act in good faith, including making a “tender” of policy limits in the face of multiple claims. Finally, Fla. Stat. § 624.155(6) now provides a mechanism for both interpleader options and binding arbitration options in these situations. One caveat to the statute does note that “[A]n insurer’s interpleader action does not alter or amend the insurer’s obligation to defend its insured.” Fla. Stat. § 624.155(6) (a) (2025). This could create a situation where the insurance company has no exposure to an extracontractual claim and yet must provide a defense to a party whose assets may be at risk. While this statute also provides for binding arbitration options, there is little to no direction on which rules will apply. As time passes, this issue will probably be further addressed as these claims make their way through the Florida Courts.

Practical Considerations for Plaintiffs and Defendants

The use of interpleader has now changed the strategy for many cases. For plaintiffs’ attorneys, the filing of an interpleader action means competing with other claimants for a limited amount of funds. Thus, early discovery becomes essential to build the strongest possible damages case early and to consider global settlement discussions. For defense counsel and insurers, the use of interpleader can cap exposure at policy limits, avoid bad faith claims when executed properly, and expedite resolution of complex multi-party claims. Additional advantages of using interpleader include avoiding multiple lawsuits, thereby reducing litigation costs and the risk of inconsistent judgments. However, there are considerations to remember and they include timeliness, as a delayed interpleader action may be viewed skeptically, potentially exposing insurers to additional liabilities. While interpleader can reduce litigation costs overall, initiating the action involves legal fees and court costs. Early settlement options should also be explored, including globale settlement conferences, in an effort to curtail any exposure. In addition, the court must approve the interpleader action, and claimants may challenge its appropriateness. Thus this new option is not without its risks to the parties involved.

Case Law Illustrating Interpleader Use in Florida

Florida courts have long recognized interpleader as a valid approach for litigants dealing with competing claims for quite some time. The following cases can provide a framework of steps to follow and consider when filing an interpleader action post HB837:

  • Wassman v. Travelers Casualty & Surety Co., 797 So.2d 626 (Fla. App. 2001)(“… An action for interpleader is a procedural device a stakeholder may use to settle conflicting claims to the same thing or fund. Lowry v. Downing Mfg. Co.,73 Fla. 535, 74 So. 525 (1917); V.I.P. Real Estate Corp. v. Florida Exec. Realty Management Corp., 650 So.2d 199 (Fla. 4th DCA 1995). It is an equitable remedy, which permits the stakeholder to bring the  fund into court so that the court can decide among the conflicting claims. Lowry, 74 So. at 526; Jax Ice & Cold Storage Co. v. South Fla. Farms Co., 91 Fla. 593, 109 So. 212, 218 (1926). The purpose of interpleader is to protect the stakeholder from the vexation of multiple suits. Paul v. Harold Davis, Inc., 155 Fla. 538, 20 So.2d 795 (1945). See also R. Civ. P. 1.240 (“Persons having claims against the plaintiff may be joined as defendants and required to interplead when their claims are such that the plaintiff is or may be exposed to double or multiple liability…”).
  • N & C Properties v. Vanguard Bank and Trust Co., 519 So.2d 1048 (Fla. App. 1988)(“… interpleader is a two stage “action.” However, there is no rule that demands two separate proceedings be held to complete an interpleader action. The first stage is a determination as to the propriety of the interpleader. If the stakeholder has no interest in the fund and no independent liability is asserted against him, an order of interpleader must be entered.”)
  • Red Beryl, Inc. v. Sarasota Vault Depository, Inc., 176 So.3d 375 (Fla. App. 2015)(company may still act as a proper stakeholder for interpleader purposes even if it claims no interest in the gems).
  • Cindy Vo v. Scottsdale Ins. Co., 1D2023-2228 (Fla. App. Feb 26, 2025) (holding that section 624.1551, which requires an adverse adjudication before filing a suit for extracontractual damages, cannot be applied retroactively to a breach of contract action settled prior to the statute’s enactment as it eliminates a previously valid cause of action).

How does Interpleader work in Florida Courts?

When multiple parties claim entitlement to the same funds, such as insurance proceeds in a personal injury case, an interpleader action allows the stakeholder (often an insurer) to deposit the disputed funds with the court and request judicial determination of rightful ownership. While filing the action may be fairly simple, additional steps may also be required. Some considerations to remember as you review the options for interpleader include:

  • Jurisdiction and Venue: action must be filed in the appropriate Florida court.
  • Court Approval: court order authorizing the deposit of funds into the registry.
  • Payment Methods: accepted forms typically include cashier’s check or money order, attorney trust account check or wire transfer where permitted.
  • Registry Fees: Florida courts usually charge fees for receiving funds into the registry. Review each jurisdiction to determine what fees may apply.
  • Stakeholder Discharge: upon successful deposit and absent any independent liability, the court may discharge the stakeholder from the action.
  • Claimant Litigation: remaining parties litigate their respective claims to the funds.
  • County-Specific Procedures for Depositing Funds: each county may have specific procedures and requirements for depositing funds into the court registry. Review the Clerk of Court website and local rules to determine the requirements.

Conclusion

Interpleader actions are vital tools in Florida litigation, especially when multiple claimants vie for limited funds. Properly initiating an interpleader action and adhering to county-specific procedures for depositing funds can shield stakeholders from multiple liabilities and streamline the resolution process. However, given the nuances and recent changes in the Florida statutes, the case law and the local rules, it’s essential to review the facts of each particular case and the local rules to ensure compliance with all procedural requirements.

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The Success of Mediation in Florida Litigation

Florida has long been recognized as a leader in alternative dispute resolution, and mediation stands at the center of that success story. In a legal environment often defined by crowded court dockets, rising litigation costs, and the emotional toll of conflict, mediation offers a path forward that emphasizes resolution, efficiency, and control.

Why Mediation Works in Florida

Florida courts encourage mediation at nearly every stage of litigation. Under Florida Statutes Chapter 44, mediation is defined as a “process whereby a neutral third person, called a mediator, acts to encourage and facilitate the resolution of a dispute between two or more parties.” Unlike trial or arbitration, mediation does not impose a binding decision; instead, it allows the parties themselves to craft solutions that meet their needs.

The success of mediation in Florida can be attributed to several key factors:

  • Judicial Support: Courts across the state routinely refer cases to mediation, from personal injury claims to family law disputes. In some counties, mediation is mandatory before trial.
  • Cost and Time Savings: Mediation avoids prolonged litigation and reduces attorney’s fees, court costs, and expert expenses.
  • Confidentiality: Florida’s Mediation Confidentiality and Privilege Act (§44.405, Fla. Stat.) protects what is said in mediation, encouraging open dialogue without fear of later use in court.
  • Control and Creativity: Mediation empowers parties to design outcomes that a court could not order—for example, structured payments, apologies, or creative business solutions.

Measurable Success in Practice

The statistics speak for themselves. According to the Florida Dispute Resolution Center, thousands of cases settle every year in mediation, with settlement rates often exceeding 70% in civil litigation. In family law, where emotions run high, mediation frequently results in agreements that not only settle the case but also preserve future relationships. A personal injury case, for example, may settle at mediation with both monetary compensation and agreement on structured medical care, providing peace of mind for all involved. In commercial litigation, mediation often bridges the gap between ongoing business relationships, preserving partnerships that would otherwise collapse in court. Recent statutory changes have also increased the importance of mediation. For example, Florida’s 2023 tort reform legislation (House Bill 837) altered attorney fee structures and insurance litigation strategies, pushing more disputes toward early resolution. With new limits on certain damages and the shortened statute of limitations, mediation has become an even more attractive option for litigants seeking certainty in an evolving legal landscape.

The Human Side of Mediation

Beyond numbers and statutes, mediation’s greatest success lies in its human impact. Unlike litigation, which is adversarial by design, mediation fosters communication and understanding. Clients leave with more than just a signed agreement—they leave with dignity, closure, and often, relief. For lawyers, mediation offers an opportunity to advocate for their clients in a less adversarial, more collaborative forum. For judges, it helps manage crowded dockets while delivering justice more efficiently. For parties, it provides a voice, a choice, and often, a faster resolution.

Florida as a National Leader in ADR

Florida was one of the first states to implement a statewide court-connected mediation program, and it remains a national model. With certified mediators trained under the Florida Supreme Court’s rigorous standards, parties can trust the neutrality, professionalism, and skill of those guiding their disputes. As litigation becomes increasingly complex and costly, mediation continues to stand out as one of the most effective tools in the Florida justice system. It succeeds not only in resolving cases but also in restoring peace, preserving relationships, and reducing the emotional and financial burdens of conflict. Mediation’s success in Florida litigation is undeniable. By combining judicial support, strong statutory protections, and a human-centered approach, mediation delivers results where litigation often falls short. Whether in personal injury, commercial disputes, or family law, mediation represents not just an alternative to litigation—it represents a better way forward.

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Navigating High Conflict: Tools and Insights for Tough Interactions

High-conflict situations—whether in relationships, the workplace, or society at large—can feel like emotional minefields. This experience is increasingly common: maybe you’re navigating a difficult divorce, co-parenting with an ex, managing workplace disputes, trying to stay connected to estranged family, or stuck in a romantic relationship that feels more explosive than supportive.

The good news? You’re not alone—and a growing body of research is shedding light on how high conflict develops and, more importantly, how we can move through it.

In High Conflict: Why We Get Trapped and How We Get Out, journalist Amanda Ripley explores how ordinary disagreements can escalate into all-consuming battles. She explains that high conflict often arises when identity, fear, and certainty override curiosity and connection. “High conflict is what happens when the normal rules of engagement break down—and emotion takes over,” she writes. Ripley encourages us to resist polarization and instead engage with humility and inquiry—tools that help de-escalate even the most entrenched disputes. As she puts it, “Curiosity is a powerful antidote to high conflict.” The book provides real world examples of high conflict and is an overview of this type of conflict as it operates in our broader society.

Organizations—including governments, universities, workplaces and more—are also recognizing that high conflict isn’t just disruptive; it’s costly. Over time, conflict within teams that does not get resolved can lead to loss of valuable talent, reduce employee morale and cost companies significantly in terms of lost productivity and profits. But organizations can do something about this. Carnegie Mellon University, for example, offers an online resource through its Student Affairs division that defines high conflict and provides tools for managing it: CMU Student Affairs – Civility – High Conflict. By educating students early, they aim to prevent conflicts from escalating beyond repair. Other organizations, including private companies, are increasingly reaching out to professionals that can train their employees on how to recognize and resolve these types of conflict and promote the valuable team work that is the hallmark of every successful organization.

For those in intimate partnerships, Help for High-Conflict Couples by Jacqueline Wielick and Jenny Estes Powell offers a compassionate and practical guide. The authors provide strategies to interrupt cycles of blame and defensiveness, instead emphasizing empathy, validation, and boundary-setting: “Even in the most reactive relationships, small changes in how we respond can create space for healing.” Their book includes exercises and techniques to help couples break free from painful dynamics. Additional tools are available at their website and and on their YouTube channel.

No discussion of high conflict would be complete without Bill Eddy, a therapist, lawyer, and co-founder of the High Conflict Institute alongside Megan Hunter. Eddy has written extensively on managing high-conflict personalities, and has a plethora of excellent books on dealing with this subject. A great book to start with is BIFF: Quick Responses to High-Conflict People. It offers a simple but powerful framework for communication. “BIFF” stands for Brief, Informative, Friendly, and Firm—a method that helps keep your message clear and reduces emotional escalation. Whether you’re responding to a hostile text or navigating co-parenting emails, BIFF can help you stay grounded and avoid feeding the drama.

Eddy’s book High Conflict People in Legal Disputes further examines the behavioral patterns behind prolonged legal battles—traits like all-or-nothing thinking, unmanaged emotions, and constant blame. Recognizing these patterns early is key. As Eddy writes, “High conflict people aren’t just difficult—they follow predictable patterns. Recognizing them is the first step to managing them.”

While we can’t always avoid high-conflict situations, we can control how we engage with them. Across all these resources, one message stands out: high conflict isn’t just about “difficult people”—it’s about predictable dynamics that can be understood, managed, and even changed. The key lies in our own responses. Whether you’re a professional peacemaker or someone caught in the crossfire, these insights offer clarity, hope, and a path forward.

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The Value of Mediation in Family Law Cases in Florida

When families face legal disputes, emotions run high, and tensions can escalate quickly. Whether dealing with divorce, child custody, or support issues, finding a resolution that benefits all parties involved is crucial. Mediation is an effective and often underutilized tool in Florida family law cases, offering a path to resolution that is less adversarial, more cost-effective, and ultimately beneficial for all involved.

What is Mediation?

Mediation is a voluntary, confidential process where a neutral third-party mediator helps disputing parties communicate and negotiate an agreement. Unlike litigation, which involves court proceedings and a judge’s ruling, mediation allows the parties to maintain control over the outcome and work collaboratively toward a mutually acceptable solution.

Why Mediation is Valuable in Family Law Cases

  1. Reduces Conflict and Promotes Cooperation

Traditional courtroom battles can be contentious, leading to prolonged stress and damaged relationships. Mediation fosters open dialogue, helping parties focus on problem-solving rather than blame. This cooperative approach is especially beneficial in cases involving children, where maintaining a working relationship between parents is essential for co-parenting.

  1. Cost-Effective Alternative to Litigation

Legal battles can be expensive, with attorney fees, court costs, and lengthy proceedings draining financial resources. Mediation is often significantly more affordable, as it typically requires fewer billable hours and avoids drawn-out court proceedings.

  1. Confidential and Private

Courtroom proceedings are public records, meaning sensitive family matters may become part of the public domain. Mediation, on the other hand, is a private process, allowing families to resolve disputes without public scrutiny.

  1. Empowers Parties to Make Their Own Decisions

Rather than having a judge impose a ruling, mediation allows the involved parties to craft an agreement tailored to their unique needs and circumstances. This sense of control often leads to greater satisfaction with the outcome and higher compliance rates with the agreed terms.

  1. Faster Resolutions

Court cases can drag on for months or even years, prolonging uncertainty and emotional distress. Mediation is typically much quicker, enabling families to move forward with their lives sooner rather than later.

  1. Preserves Family Relationships

Litigation can strain family ties, making it harder for parties to communicate after the case is resolved. Mediation encourages respectful dialogue, helping to preserve important family relationships, particularly between co-parents who will need to interact regarding their children.

Is Mediation Right for You?

Florida courts strongly encourage mediation in family law cases, and in many instances, it is a required step before proceeding to trial. The Florida Supreme Court has established rules governing mediation, ensuring a fair and structured process for all participants. Certified family law mediators in Florida are trained professionals who facilitate discussions, guide negotiations, and help families reach agreements that align with the state’s legal requirements.

Mediation is an excellent option for many family law disputes, but it is most effective when the parties are willing to cooperate. For most families, mediation provides a constructive and efficient way to resolve conflicts without the emotional and financial toll of litigation. If you’re facing a family law dispute in Florida, considering mediation could be the key to finding a peaceful, fair resolution. Consulting with a qualified mediator can help you determine whether this approach is the best fit for your unique situation. Mediation is a powerful tool in Florida family law cases, offering a less adversarial, more cost-effective, and emotionally supportive path to resolution. By promoting cooperation, protecting privacy, and empowering families to make their own decisions, mediation helps create lasting solutions that work for everyone involved. If you’re navigating a family legal dispute, exploring mediation could be the first step toward a more amicable future.

 

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Non-Binding Arbitration in Florida: An Increasingly Popular Option for Resolving Disputes

When disputes arise, finding a timely and cost-effective resolution is often a top priority for all parties involved. One alternative to traditional litigation is arbitration, and in Florida, non-binding arbitration offers a unique option. While binding arbitration has the power to make decisions that the parties must adhere to, non-binding arbitration in Florida allows for a more flexible approach to dispute resolution. Although it is not used consistently across all jurisdictions in the State, many Courts in Florida are increasingly requiring parties to attend both mediation and non-binding arbitration prior to trial. For the Courts, this provides a way to reduce ever increasing caseloads and clogged trial dockets. For the parties, it provides a quicker and often inexpensive way to resolve the case, short of a trial.

What is Non-Binding Arbitration?

Non-binding arbitration is a form of alternative dispute resolution (ADR) where an impartial third-party arbitrator hears the case and makes a recommendation. Sometimes there is one arbitrator and other times there is a panel of arbitrators, usually up to three. However, unlike binding arbitration, the decision (or award) rendered by the arbitrator is not final or binding unless the parties elect to make it so. This means that the parties involved in the dispute have the option to accept the arbitrator’s recommendation, negotiate further, or take the matter to court if they are unsatisfied with the outcome. In Florida, non-binding arbitration is often used in civil disputes, including personal injury cases, property damage cases, contract disagreements, and family law matters.

There are specific rules, however, as it relates to non-binding arbitration in Florida that litigators should be aware of. A recent excellent overview of these rules, procedures and other concepts to consider when handling a non-binding arbitration in Florida is provided by Tiffany Hamilton, Esq. in “Non-Binding Arbitration: Tools for Your ADR Toolbox”, Volume 11 of the Stetson Journal of Advocacy and the Law, 11 Stetson J. Advoc. & L. 207 (2024)[i]. In this article, Ms. Hamilton reviews the authority providing for the use of nonbinding arbitration in Florida and offers strategic points to consider when choosing an arbitrator, drafting the argument and more. In addition, practical materials such as Continuing Legal Education seminars from the Florida Bar can provide an overview of the nonbinding arbitration process for those that have not dealt with it before.[ii]

Recent changes to the Florida Rules of Civil Procedure have also impacted nonbinding arbitration. For example, a recent amendment to the Florida Rules in Fla. R. Civ. P. 1.820(h) provides that the party must reject the arbitrator’s decision within 20 days and “…no action or inaction by any party, other than the filing of the notice, will be deemed a rejection of the arbitration decision.”[iii]  This recent rule change is probably the result of recent cases providing conflicting guidance on what notice is sufficient when rejecting the award. A recent case highlights the dangers of not complying with the rule: In People’s Trust Insurance Company v. Hernandez, 4D2024-3274 (Fla. 4th DCA March 26, 2025), the Fourth District held that a party seeking to reject a non-binding arbitration award and proceed to trial must strictly comply with Rule 1.820(h)’s requirement of filing “a notice of rejection of the arbitration award and request for trial in the same document.”[iv] In addition, while Florida Statutes and the Florida Rules of Civil Procedure should be reviewed when handling a non-binding arbitration, many Florida Circuits now have specific local requirements and Orders that are unique to their area. Attorneys handling non-binding arbitrations should consult local rules when preparing for and handling a nonbinding arbitration.

Brief Overview of the Process of Non-Binding Arbitration in Florida

The process of non-binding arbitration in Florida typically follows several key steps:

  1. Agreement to Arbitrate: Parties can agree to submit their dispute to non-binding arbitration or the court may mandate non-binding arbitration as a pre-trial procedure for certain types of cases, especially in civil litigation.
  2. Selection of Arbitrator: The parties select an arbitrator, usually someone with experience in the area of dispute. In Florida, arbitrators may be retired judges, lawyers, or professionals with expertise in the subject matter of the dispute. If the parties cannot agree on an arbitrator, the court can assist in appointing one.
  3. Pre-Arbitration Procedures: Before the arbitration hearing, the parties typically exchange relevant documents and evidence. The arbitrator may also set deadlines for submissions or request additional information to help assess the dispute.
  4. Arbitration Hearing: The hearing is relatively informal compared to a court trial. The parties present their cases, submit evidence, and may question witnesses. The arbitrator then considers the information presented and issues an award.
  5. The Award: After reviewing all the evidence and hearing from both sides, the arbitrator issues an award, which is a recommendation on how the dispute should be resolved. This decision is non-binding, meaning that neither party is required to accept the arbitrator’s conclusion. If the parties agree with the award, they may enter into a settlement. If one or both parties disagree, they can (and must) proceed to court and file the appropriate notices and motions to continue the case towards a final hearing or trial.

Advantages of Non-Binding Arbitration in Florida

Non-binding arbitration in Florida offers several benefits:

  1. Cost-Effectiveness: Legal battles can be expensive, especially in complex cases. Non-binding arbitration typically costs less than litigation due to the shorter time frame and more streamlined process.
  2. Faster Resolution: Traditional court cases can take months or even years to resolve. Non-binding arbitration, on the other hand, is often faster, helping to alleviate the burden of long delays.
  3. Flexibility: The parties have the option to reject the arbitrator’s award and proceed to court if they feel the decision is unsatisfactory. This flexibility makes non-binding arbitration an appealing option for those who want a resolution without fully committing to a legally enforceable decision.
  4. Confidentiality: Non-binding arbitration hearings are generally private, which can provide confidentiality for the parties involved. This is particularly important in business or personal matters where sensitive information may be discussed.
  5. Preserving Relationships: Because the process is less adversarial than going to trial, non-binding arbitration can help preserve relationships between the parties. This is especially valuable in family disputes or commercial matters where future collaboration may be necessary.

Conclusion

Non-binding arbitration provides a valuable alternative to litigation for resolving disputes in Florida and has been quickly evolving for the past few years into a robust option to trial. It offers a faster, less costly, and more flexible path to resolution, while still preserving the option to pursue traditional legal action if neded. For parties seeking a way to settle disagreements without the complexity and expense of a courtroom trial, non-binding arbitration can be a viable solution.

[i] https://www2.stetson.edu/advocacy-journal/non-binding-arbitration-tools-for-your-adr-toolbox/

[ii] The Florida Bar CLE: 8576 Nonbinding Arbitration in Florida: A Colloquy between Bench and Bar – https://member.floridabar.org/CPBase__item?id=a10WQ000000ZtrFYAS; 8190 Nonbinding Arbitration Hearings: Learn How or Get Left Behind! – https://member.floridabar.org/CPBase__item?id=a10Dm000000kWSIIA2

[iii] Fla. R. Civ. P. 1.820(h)

[iv] People’s Trust Insurance Company v. Hernandez, 4D2024-3274 (Fla. 4th DCA March 26, 2025)(providing that Rule 1.820(h) will be strictly enforced, and parties must comply with its requirements if they decide to reject a nonbinding arbitration award).

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5 Tips for Successful Mediations

Mediation is a powerful tool for resolving conflicts, but its success depends on how it’s approached. Here are a few strategies to help ensure a smooth and productive mediation process:

  1. Prepare Ahead of Time: Before entering mediation, take time to reflect on your goals and understand the issues at hand. Gather any relevant information and consider your options. This preparation helps you communicate more effectively and stay focused during discussions. 
  2. Keep an Open Mind: Successful mediation requires a willingness to listen and understand the other party’s perspective. Try to stay open to different solutions and consider the other side’s position or motivation. Sometimes imagining yourself on the other side can provide valuable insight as to what may actually be their bottom line in the negotiation. Flexibility can lead to creative, mutually beneficial outcomes.
  3. Use Neutral Language: Mediations are more successful when accusatory or inflammatory language is avoided. While it can be hard, especially when emotional issues are involved, staying neutral will usually get you much further in your negotiations. Try to frame your statements in a way that fosters understanding and cooperation. 
  4. Stay Calm and Patient: Mediations can sometimes become tense or they can take a long time. Try to maintain a calm demeanor and practice patience. Some mediations are more like a marathon, instead of a sprint. Make sure you are in a comfortable location and you have access to snacks and water if the mediation is expected to last longer than a few hours. Staying composed helps keep the discussion productive and prevents emotions from derailing the process.
  5. Focus on Interests, Not Positions: Rather than focusing on specific positions, which can feel like a win-lose scenario, try to identify the underlying interests of both parties. This helps in finding solutions that satisfy everyone’s needs.

While mediation requires the involvement of all parties to be successful, with these strategies you increase the likelihood of reaching a resolution that is fair, lasting, and beneficial for all involved.

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Florida Legislature

Changes to Florida’s Rules of Civil Procedure: How ADR can help you transition smoothly

Florida’s legal landscape is always evolving, and 2025 has ushered in some important changes to the Florida Rules of Civil Procedure that will impact litigators, clients, and the courts alike. These changes reflect the ongoing efforts to streamline the civil justice process, ensure fairness, and promote efficiency. While some of the rules will apply only to cases filed after January 1, 2025, many of the rules apply to older cases regardless of when it was filed. For litigators that are already handling case volumes that are challenging, these changes may bring about additional stress and strain at a time when that is the last thing that they need.

Fortunately, Florida also has a long history of developing and promoting Alternative Dispute Resolution in its legal framework. From encouraging mediation in Family Law to promoting the use of non-binding arbitration in circuit civil matters, ADR has provided a much-needed path for resolving matters that would have otherwise clogged the court system and prevented other cases from reaching a resolution through trial.

Now, more than ever, ADR is poised to play a critical role in managing case volumes for lawyers and Courts alike in Florida. With mandatory case management orders that allow little wiggle room for continuances or extensions, initial legal strategies now need to include a robust review of the potential value of Mediation and Arbitration in that particular case. Although conflict can be challenging, reaching a resolution while advocating for their clients is what lawyers do every day, and ADR is poised to help them do just that. While 2025 will undoubtedly bring challenges to many lawyers in Florida as they adjust to this new framework, with the tools of ADR at their disposal, there is nothing that they can’t handle.

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