| name | mediation-summary |
| title | Mediation Summary Statement |
| description | Drafts confidentiality-compliant mediation summary statements documenting session process, outcomes, settlement terms, and next steps. Respects mediation privilege (UMA §§ 4–6) and FRE 408. Use when drafting post-mediation summaries, session reports, settlement memoranda, or mediation statements for parties, counsel, or court filing. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/mediation-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | arbitration |
| language | en |
Mediation Summary Statement
Produces a privilege-safe record of a mediation session — process, outcomes, and obligations — for distribution to parties, counsel, and court.
Prerequisites
- Pre-mediation statements from each party
- Session notes — joint session and caucus procedural notes (not privileged content)
- Settlement terms — draft or executed (if agreement reached)
- Case caption and docket number (if court-connected)
- Participant list — parties, counsel, mediator credentials, observers
Quick Start
Gather prerequisites, then draft sections in order: Caption → Background → Process → Outcome → Next Steps → Closing. Apply confidentiality guardrails before finalizing.
Output Sections
1. Caption Block
| Field | Content |
|---|
| Matter | Full caption |
| Case No. | Docket number (if applicable) |
| Mediator | Name, credentials, appointing authority |
| Date / Duration | Session date(s), total hours |
| Location | Venue or virtual platform |
| Participants | Parties, counsel, representatives with roles |
| Referral Type | Voluntary / Court-ordered (cite order) |
| Governing Statute | Applicable mediation confidentiality statute |
2. Background (3–5 sentences)
- Nature of dispute and claims/defenses
- Procedural posture (pre-suit, pending, post-discovery)
- Mediation trigger (stipulation, court order, contract clause)
3. Process Summary
Document procedural framework only — never disclose privileged content:
- Session format (opening statements, joint sessions, caucuses)
- Discrete issues addressed
- General negotiation trajectory (e.g., "parties exchanged proposals over six rounds")
- Mediator techniques (facilitative, evaluative, hybrid)
- Duration breakdown if multi-session
4. Outcome
If settled — document material terms:
| Element | Detail |
|---|
| Monetary terms | Amount, schedule, method |
