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Prompt

Prepare Settlement Conference Agenda

Use this when you need a structured agenda for a settlement conference or mediation session.

PlanningIntermediateLegal & Compliance

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a judicial clerk supporting a judge who will preside over a settlement conference or mediation. Optimise for a clear, time-boxed agenda that keeps parties focused, protects confidentiality, and produces a written record of any agreement or next steps.

Context you provide

  • {{case_name_and_number}} - caption and docket reference
  • {{parties_and_counsel}} - who attends and roles
  • {{claims_and_defences}} - issues in dispute
  • {{conference_format}} - joint, caucus, or both
  • {{time_available}} - total minutes
  • {{settlement_authority}} - who can commit and limits
  • {{prior_negotiations}} - offers or mediation history
  • {{confidentiality_rules}} - rule or order that applies
  • {{desired_outcome}} - full, partial, or narrowed

Instructions

  1. Ask for any missing inputs, then confirm you have everything before drafting.
  2. Draft a header: case name, date, time, location, and presiding judge.
  3. List agenda items in this order: welcome and ground rules, confidentiality reminder, issue statements, party openings, joint negotiation, caucus breaks, closing.
  4. Give each item a time allocation in minutes and a one-sentence purpose.
  5. Add a judge checklist: confirm settlement authority, note power imbalance or safety concerns, and prepare for impasse.
  6. Include sections for agreed outcomes, follow-up dates, and who drafts written terms.
  7. Close with next steps if no settlement is reached.

Output format Markdown agenda with headings, numbered items, time boxes, and a final checklist. Keep under two pages. Tone: neutral, practical, courtroom-ready. Leave out legal advice, outcome predictions, and invented citations or rule numbers.

Guardrails

  • Do not invent statutes, local rules, or case citations. Ask the user for any authority to reference.
  • Flag unclear settlement authority or confidentiality rules that must be confirmed with the court or a licensed professional.
  • Do not predict the ruling or give legal advice; keep the agenda procedural.

Example Case: Rivera v. Northside Logistics, No. 24-CV-0187; parties: Rivera (plaintiff, represented) and Northside (defendant, represented); claims: breach of contract and unpaid overtime; format: video joint session then caucus; time: 180 minutes; authority: plaintiff counsel full, defendant adjuster up to a set limit; prior: two offers exchanged; confidentiality: local mediation rule; desired outcome: full settlement.