All topics

Mediation & Settlement

Category: Legal

Mediation and settlement conference: opening positions, offers and moves, sticking points, settlement terms, final outcome.

When to use this template

Use it for mediation, settlement conference, or formal negotiation session - in-person, Zoom, or by phone. The structure handles both an ongoing negotiation (positions, offers, sticking points) and a finished one (terms, outcome). For early-stage case strategy, see Case Strategy. For an underlying deal or contract draft, see Contract Negotiation.

Fields captured

Matter name - the case or deal identifier.
Mediator / facilitator - the third-party neutral, if any.
Parties present - each party, role, and who they were represented by.
Opening positions - each party's initial demand or offer.
Offers and moves - each offer (from, to, offer, response).
Key issues in dispute - what is left to negotiate.
Sticking points - places both sides dug in and would not move.
Areas of agreement - what is already settled.
Final outcome - settled, recessed, impasse, etc.
Settlement terms - if settled, the operative terms agreed.
Next steps - concrete tasks with optional owner and due date (drafting, execution, payments).
Key takeaways - the AI's prioritized summary points.

The standard summary, attendees, and per-section summaries also apply.

Sub-views, role views, and artifacts

Sub-views: none.
Role views: Legal.
Artifacts: Email draft (recipient, tone, optional subject hint).
Study mode: not available.

Exports

PDF, DOCX, and Markdown render the mediation in chronological block order: parties → opening positions → offers and moves (a table) → sticking points → areas of agreement → final outcome and settlement terms. Approved legal role views appear as labeled sections.