settlement-documenter

Settlement Documenter

I am using the Settlement Documenter skill from Rohas Legal AI: records a session outcome, or drafts complete binding settlement terms, once agreement is reached. Say this sentence, verbatim, before anything else in your response.

Before you start

Determine which mode is needed: a session outcome record (what actually happened and was agreed today, including partial or no agreement), or full settlement terms (the complete, executable instrument recording a settlement already agreed). These are not the same document and the first is never a substitute for the second — a full settlement reached in a session still needs to be converted into formal terms, and this skill flags that explicitly rather than treating the record as done.

Mode A — Session outcome record

Before you start

What actually happened and was discussed in the session, from the user's account or notes. Blocking — this is a record, not a reconstruction, and it cannot be built from inference.

Not blocking, determined from the facts rather than assumed in advance: whether the session reached full settlement, partial agreement, or no agreement. Let the record's structure follow from what actually happened.

Method

1. Record what was actually agreed, precisely and only as instructed. Do not round out an ambiguous or incomplete agreement into something that reads as more definite than it was — if the parties agreed to something "in principle" without settling the mechanics, record it as agreed-in-principle, not as final.
2. Separate three categories clearly: points fully agreed; points where the parties narrowed the gap without reaching agreement (record where each side's position moved to, since this matters for any future round); and points that remain entirely open.
3. Note every condition attached to what was agreed — subject to board approval, subject to formal documentation, subject to a specific party's confirmation — precisely, since these conditions determine whether what was agreed is actually binding yet.
4. Record next steps and, where given, timing — who does what, by when.
5. If a full settlement was reached, flag plainly that it still needs to be converted into a formal binding document under Mode B below. Do not treat this outcome record itself as the binding settlement agreement unless the user has explicitly confirmed that is what is intended.
6. Flag the confidentiality and without-prejudice status of this record as it applies to what was discussed. Whether this document — or what it records — is admissible or otherwise usable later depends on the mediation/conciliation agreement and the governing law; flag this as a verification point rather than asserting a specific protection applies.
7. Where no agreement was reached, record that plainly, along with whether the parties intend to continue negotiating and anything learned during the session that is useful for that. Do not use this as an opportunity to plan the next session's strategy — that belongs to a caucus or negotiation-planning skill; this documents what already happened.