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Mediation Summary

Draft Mediation Summaries in Minutes, Not Hours

10 minutes with CaseMark

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10 minutes with CaseMark

What you'll need

  • Mediation Session Notes
  • Settlement Terms or Draft Agreement
  • Pre-Mediation Statements

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Mediation Summary skill transforms your session notes, pre-mediation statements, and settlement documents into polished, privilege-compliant mediation summaries. The AI structures every section — from caption block to closing — while enforcing confidentiality guardrails that respect the Uniform Mediation Act and Federal Rules of Evidence. The result is a professional, distribution-ready document produced in a fraction of the time it takes to draft manually.

Drafting post-mediation summaries is a time-consuming, high-stakes task. Mediators and attorneys must carefully document session process and outcomes while ensuring no privileged communications are inadvertently disclosed. Manual drafting increases the risk of inconsistency, privilege breaches, and missed compliance deadlines.

CaseMark automates the creation of mediation summary statements by analyzing your session materials and producing structured, confidentiality-compliant documents. The AI enforces privilege guardrails throughout, ensuring that only procedural information and authorized outcomes appear in the final summary — saving hours of careful manual work while reducing legal risk.

How it works

  1. 1. Upload your mediation session notes, pre-mediation statements, and settlement terms

  2. 2. AI analyzes materials and drafts a privilege-compliant mediation summary

  3. 3. Review and customize each section — caption, process, outcome, and next steps

  4. 4. Export the finalized summary in your preferred format (DOCX, PDF)

What you get

  • Caption Block

  • Background Summary

  • Process Summary

  • Outcome & Settlement Terms

  • Next Steps & Compliance Deadlines

  • Closing & Confidentiality Notice

What it handles

  • Privilege-safe summaries compliant with UMA §§ 4–6 and FRE 408

  • Structured caption blocks with mediator credentials and participant roles

  • Process documentation that protects confidential caucus content

  • Settlement term tables covering monetary, non-monetary, and release provisions

  • Automated next-steps and compliance deadline tracking

Required documents

  • Mediation Session Notes

    Joint session and caucus procedural notes documenting the mediation process (excluding privileged content)

    .pdf, .docx, .txt

  • Settlement Terms or Draft Agreement

    Draft or executed settlement agreement outlining monetary and non-monetary terms

    .pdf, .docx

  • Pre-Mediation Statements

    Position statements submitted by each party prior to the mediation session

    .pdf, .docx

Supporting documents

  • Participant List

    List of parties, counsel, mediator credentials, and observers with their roles

    .pdf, .docx, .txt

  • Court Referral Order

    Court order referring the case to mediation, including any specific directives or deadlines

    .pdf, .docx

  • Case Caption and Docket Information

    Full case caption and docket number for court-connected mediations

    .pdf, .docx, .txt

Why teams use it

Eliminate hours of manual drafting with AI that structures mediation summaries automatically

Reduce privilege-breach risk with built-in confidentiality guardrails aligned to UMA and FRE 408

Produce consistent, professional summaries suitable for parties, counsel, or court filing

Track settlement terms, compliance deadlines, and next steps in a single organized document

Questions

How does CaseMark protect mediation privilege in the summary?

CaseMark is designed to document only procedural framework and disclosed outcomes, never privileged caucus content or confidential communications. The AI applies confidentiality guardrails aligned with the Uniform Mediation Act (UMA §§ 4–6) and FRE 408 to ensure your summary is safe for distribution.

Can I use this for both court-connected and private mediations?

Yes. CaseMark adapts the summary format based on whether the mediation is court-ordered or voluntary. For court-connected cases, it includes docket numbers, referral orders, and language appropriate for judicial filing.

What if the mediation did not result in a settlement?

CaseMark handles both settled and impasse outcomes. When no agreement is reached, the summary documents the process, identifies unresolved issues, and outlines recommended next steps such as further sessions or litigation timelines — all without disclosing privileged negotiation details.

Can I customize the summary for different audiences?

Absolutely. CaseMark generates summaries suitable for parties, counsel, or court filing. You can review and adjust the level of detail, tone, and included sections before exporting to ensure the document meets the needs of each recipient.

What documents do I need to get started?

At minimum, you should upload your mediation session notes and any settlement terms or draft agreements. Pre-mediation statements from each party and a participant list will help CaseMark produce a more comprehensive and accurate summary.

Does CaseMark support multi-session mediations?

Yes. CaseMark can process materials from multi-session mediations and produce a consolidated summary with duration breakdowns, session-by-session progress notes, and a unified outcome section.

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