---
title: "Prepare a mediation briefing note from the documents in the file"
url: "https://ailawframework.com/practice/arbitration-and-alternative-dispute-resolution/use-ai-for-mediation-preparation/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A6-B8-1-US"
practice_area: "Arbitration & Alternative Dispute Resolution"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Prepare a mediation briefing note from the documents in the file

> List the documents the lawyer might use at the mediation, the clause that sends the dispute to mediation, and the open numbers in the file. Do not draft speaking notes that will be read out.

Canonical page: https://ailawframework.com/practice/arbitration-and-alternative-dispute-resolution/use-ai-for-mediation-preparation/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Arbitration & Alternative Dispute Resolution](https://ailawframework.com/practice/arbitration-and-alternative-dispute-resolution.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List the documents the lawyer might use at the mediation, the clause that sends the dispute to mediation, and the open numbers in the file. Do not draft speaking notes that will be read out. |
| What the lawyer must review | Federal Rule of Evidence 408 limits the later use of compromise offers and of statements made during compromise negotiations, on the terms of that rule. It does not set the mediation procedure. The procedure is the clause in the file. Rule 1.6 requires a reasonable effort to prevent unauthorized access to the briefing note. Formal Opinion 512: the lawyer checks the note before the mediation. Model Rule 1.1 is the competence duty for how the tool is used. |
| Written for | United States |
| Applies to | [Use AI for mediation preparation](https://ailawframework.com/practice/arbitration-and-alternative-dispute-resolution/use-ai-for-mediation-preparation.md) |

## Checking plan

- What the AI does: List the documents the lawyer might use at the mediation, the clause that sends the dispute to mediation, and the open numbers in the file. Do not draft speaking notes that will be read out.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- 9 U.S.C. § 2 makes a written arbitration agreement enforceable on the stated grounds. It does not require a mediation step. Only the clause does.
- Do not load the other side’s mediation statement into a public tool.

## Sources

- [Federal Rule of Evidence 408, compromise offers and negotiations](https://www.law.cornell.edu/rules/fre/rule_408) (checked 2026-10-22)
- [9 U.S.C. § 2, validity of arbitration agreements](https://www.law.cornell.edu/uscode/text/9/2) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*