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Mediation Summary

Draft Mediation Summaries in Minutes, Not Hours

10 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Mediation Summary

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Workflow

Mediation Summary

Overview

CaseMark's Mediation Summary skill transforms raw session notes, pre-mediation statements, and settlement terms into polished, confidentiality-compliant mediation summary statements. The AI drafts structured reports covering case background, procedural process, settlement outcomes, and next steps — all while respecting mediation privilege under the Uniform Mediation Act and FRE 408. The result is a professional, court-ready document produced in a fraction of the time manual drafting requires.

Drafting post-mediation summaries is a time-consuming process that requires careful attention to confidentiality rules, accurate documentation of settlement terms, and proper procedural framing. Mediators and attorneys often spend hours manually organizing session notes into compliant reports, risking inadvertent privilege waiver or incomplete documentation of critical obligations.

CaseMark automates the creation of mediation summary statements by intelligently analyzing session materials and producing structured, privilege-safe reports. The AI applies confidentiality guardrails aligned with UMA and FRE 408, documents settlement terms with precision, and generates actionable next steps — delivering professional summaries ready for distribution in minutes instead of hours.

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 the structured output covering process, outcomes, and obligations

  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 & Distribution Notes

What it handles

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

  • Structured caption block with mediator credentials, participants, and referral details

  • Settlement term documentation including monetary, non-monetary, and release provisions

  • Procedural summary capturing session format, negotiation trajectory, and mediator techniques

  • Automated next steps and compliance deadlines tracking

  • Confidentiality guardrails applied before finalization

Required documents

  • Mediation Session Notes

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

    .pdf, .docx, .txt

  • Settlement Terms or Agreement

    Draft or executed settlement agreement, term sheet, or memorandum of understanding

    .pdf, .docx

  • Pre-Mediation Statements

    Position statements or briefs submitted by each party prior to the mediation session

    .pdf, .docx

Supporting documents

  • Court Order or Referral

    Court order directing mediation or stipulation agreement between parties

    .pdf, .docx

  • Participant List

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

    .pdf, .docx, .txt

  • Prior Mediation Summaries

    Summaries from earlier sessions in multi-session mediations for continuity and context

    .pdf, .docx

Why teams use it

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

Ensure confidentiality compliance with built-in guardrails for UMA and FRE 408 privilege protections

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

Does CaseMark protect mediation privilege in the summary?

Yes. CaseMark applies confidentiality guardrails aligned with the Uniform Mediation Act (UMA §§ 4–6) and Federal Rule of Evidence 408. The AI documents procedural framework only and never discloses privileged communications from caucuses or settlement negotiations.

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

Absolutely. CaseMark handles both voluntary and court-ordered mediations. The summary automatically adapts to include docket numbers, referral orders, and governing confidentiality statutes as applicable.

What if the mediation did not result in a settlement?

CaseMark generates appropriate impasse documentation, including outstanding issues, areas of partial agreement, and recommended next steps such as further sessions or alternative dispute resolution options.

Can I customize the summary for different audiences?

Yes. CaseMark allows you to tailor the output for distribution to parties, counsel, or court filing, adjusting the level of detail and confidentiality treatment for each audience.

How does CaseMark handle multi-session mediations?

CaseMark captures duration breakdowns, tracks evolving negotiation trajectories across sessions, and consolidates all session data into a single cohesive summary document.

What file formats can I upload and export?

You can upload session notes and statements in PDF, DOCX, or TXT format. Finished summaries can be exported as DOCX or PDF, ready for distribution or court filing.

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