AI Mediation & Settlement Prep Agent
Drafts the mediation brief, the opposing-party leverage analysis, the BATNA memo, and the settlement-position one-pager before every mediation or settlement conference. The hours of prep that determine the outcome happen in a structured queue with attorney refinement at the end.
- Mediation brief drafted to the case theory and the value position
- Opposing-party leverage analysis pulled from the matter file
- BATNA memo with the trial path and its expected value mapped
- Client-facing settlement one-pager with the decision picture
Blueprint refunded if we don't leave you with a clear path forward.
The mediation that no longer starts with a half-prepared lawyer
A personal injury matter mediates in 10 days. The damages are clear, the liability picture is mostly clear, and the carrier has signaled an opening offer well below the demand. In the old workflow, the partner spends the morning before mediation pulling the brief together, sketching out a leverage argument, and trying to hold the BATNA math in his head. The Mediation & Settlement Prep agent produces the working package in hours: the brief drafted to the theory and the value position, the leverage analysis pulled from the deposition admissions and the discovery record, a BATNA memo that maps the trial path against expected value, and a one-page settlement picture the client can read on the way to the mediator's office.
The partner walks into mediation having already spent 90 minutes refining the theory and rehearsing the leverage points instead of building the documents. The opening number lands tighter. The settlement that arrives is one the firm and the client both understand.
What the Mediation & Settlement Prep agent does
The agent reads the matter file and assembles the prep package every mediation or settlement conference needs. The mediation brief gets drafted to the case theory and the value position the attorney has set, with the supporting evidence pulled from depositions, discovery responses, expert reports, and medical records. The leverage analysis identifies the admissions, contradictions, and exhibits the opposing party would prefer to keep out of the room and surfaces them in priority order. The BATNA memo maps the trial path: probable verdict range, fee and cost projection through trial, time horizon, appellate exposure.
The client-facing one-pager translates all of that into the picture the client needs to make the decision: the gross expected value, the net-to-client at each settlement band, the timeline difference between settling and trying. The whole package is a working draft. The attorney refines the theory, the leverage framing, and the value position. The agent saves the assembly hours so refinement gets the attention it deserves.
Inputs and outputs
Inputs
- Matter pleadings, deposition transcripts, and discovery responses
- Medical chronology and expert reports where applicable
- Prior offer history and settlement correspondence
- Comparable past matter outcomes from your firm's archive
- Attorney's working case theory and value position
Outputs
- Mediation brief drafted to the theory and value position
- Leverage analysis with the priority points the opposing party wants buried
- BATNA memo mapping the trial path and expected value
- Settlement-band one-pager showing net-to-client at each band
- Negotiation playbook with planned responses to likely opposing positions
- Reviewer's checklist for the attorney's refinement pass
Integrations
- Practice management system for matter context and offer history
- Document management system for depositions, discovery, and exhibits
- Court-reporter platforms for deposition transcripts
- Microsoft Word and Google Docs for brief and memo delivery
- Email for the client-facing one-pager handoff
Practice-area fit
Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.
Function
Safety posture
Every deliverable is a working draft. The case theory, the value position, and the negotiation strategy are the attorney's calls; the agent assembles the supporting work so the attorney's time goes to judgment rather than typing. The client-facing one-pager doesn't go to the client without attorney review.
The matter file stays inside your account. The model partners we use operate under zero data retention so case content isn't stored after processing or used to train models. For matters under a protective order or with sensitive client circumstances, the agent inherits the same handling rules that govern the rest of your file.
Frequently Asked Questions
The settlement one-pager is built for client decision-making and works equally well as a starting point for a sophisticated client's own analysis. For matters where the client wants the underlying memo too, the BATNA memo can be adapted into a client-shareable version that strips work-product analysis while keeping the decision picture.
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