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AI agent for mediators

Party Position Capture Agent

A clear, confidential record of each party's interests and movement

Document handlingLegal
See how it worksGet access
Party Position Capture Agent: what goes in, what the agent does and what you get

What it does

Mediators take pages of notes from private sessions and must never let one side's confidences slip into a shared summary. After each session, this agent organizes the notes by party into positions, underlying interests, concerns, offers and conditions. It keeps confidential information separate by party and marks what each side allowed to be shared, treating anything unmarked as confidential. It compares the new notes to earlier sessions and records movement in offers. It then checks every shared summary for confidential content and removes anything found before checking again. The mediator reviews all summaries before they are used. Edge case: a party later allows a fact to be shared, so the agent updates its status.

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
Yes, continueApprovedNo 1 STARTS WHEN Session ends 2 USES A TOOL Read session notes 3 DOES Sort by party into positions and interests 4 DOES Compare to earlier sessions 5 CHECKS THE RESULT Is confidential information kept out of sharedsummaries? If not: remove it and re-check. Back to step 3. 6 YOU APPROVE Mediator reviews summaries 7 RESULT Case record updated
Read the steps as a list
  1. Session ends
  2. Read session notes
  3. Sort by party into positions and interests
  4. Compare to earlier sessions
  5. Is confidential information kept out of shared summaries?If not: remove it and re-check. Back to step 3.
  6. Mediator reviews summariesThe agent waits here for your OK.
  7. Case record updated

How it decides

It sorts notes by party and type and enforces confidentiality markings.

  • Unmarked information: treat as confidential
  • Offer change: record movement
  • Permission to share: update status

Make it yours

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

  • Categories
  • Confidentiality default
  • Summary format
  • Movement display

What keeps you in control

It always asks you first

  • Any shared summary

Hard limits

  • Never shares confidential information
  • Never sends summaries

It stops when

  • Done: record updated
  • Stop: notes incomplete

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 happensAfter the second session in a commercial dispute, the agent showed the buyer had moved from $400,000 to $520,000. The confidentiality check failed: the shared summary draft mentioned the seller's cash flow concerns, which were marked confidential. The agent removed them and rechecked, and the draft passed. The mediator reviewed and approved the summary.

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