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AI agent for mediators

Mediation Intake and Conflict Check Agent

A conflict-cleared case with signed agreements and confirmed dates

AdministrationLegal
See how it worksGet access
Mediation Intake and Conflict Check Agent: what goes in, what the agent does and what you get

What it does

Opening a mediation means collecting forms and signatures from several parties and making sure the mediator has no conflict. When a request arrives, this agent extracts parties, counsel, related entities and dispute type. It runs a conflict check against the mediator's past cases and contacts, flagging any name or related entity match. The mediator decides every conflict. It drafts intake forms and the agreement to mediate for each party, and the mediator approves them before sending. It tracks returns and checks that forms are complete and signed and that all parties confirmed dates. If anything is missing, it drafts reminders for the mediator to send and checks again. Edge case: a party's parent company was in an earlier mediation, which the agent finds through related entities even though the names differ.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Request received 2 USES A TOOL Extract parties and entities 3 USES A TOOL Run conflict check 4 YOU APPROVE Mediator decides on any conflict 5 USES A TOOL Send intake forms and agreement 6 CHECKS THE RESULT Are forms complete, signed and dates confirmed? If not: draft reminders for missing items. Back to step5. 7 RESULT Case opened
Read the steps as a list
  1. Request received
  2. Extract parties and entities
  3. Run conflict check
  4. Mediator decides on any conflictThe agent waits here for your OK.
  5. Send intake forms and agreement
  6. Are forms complete, signed and dates confirmed?If not: draft reminders for missing items. Back to step 5.
  7. Case opened

How it decides

It matches names and related entities against past cases and checks forms are complete.

  • Name match in past case: flag
  • Related entity match: flag
  • Missing signature: remind

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Conflict search depth
  • Forms
  • Reminder timing
  • Fee terms

What keeps you in control

It always asks you first

  • Conflict decisions
  • Sending documents

Hard limits

  • Never accepts cases
  • Never shares other case details

It stops when

  • Done: case opened
  • Stop: conflict declined

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA mediation request arrived October 6 for a supply contract dispute. The agent extracted parties, counsel and related entities, and the conflict check found the respondent's parent company in a 2023 mediation. The mediator judged it no conflict after disclosure. The agent sent intake forms and the agreement. The completeness check failed: one party's form was unsigned and its counsel had not confirmed November 4. After a reminder, both came back and the case opened.

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