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Plan a settlement negotiation with clear fall-back positions

A one-page negotiation plan with your aims, walk-away point, likely offers from the other side and well-worded responses, agreed with the client.

LawyerBeginner20 minAI assistantWordNotes app
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When to use it

Before a settlement meeting or mediation

Step by step

  1. Write down what you know

    Note the issues in dispute, the client's instructions, what they must have and what they can trade. Keep identifying details out unless your tool is firm-approved.

  2. Ask for a negotiation plan

    Paste your notes with this prompt.

    Prompt to copyHelp me plan a settlement negotiation in a [type of dispute]. I act for the [party]. Using my notes, produce a one-page plan: 1) Our goals ranked, 2) Our opening position and the reasoning to give, 3) Concessions we could trade, in the order we would offer them, 4) Walk-away point as instructed, 5) The other side's likely interests and three offers they may make, 6) A calm, professional response to each offer, 7) Non-money terms to consider (timing, confidentiality, apology, references). Do not set numbers I have not given you. Notes: [paste]
  3. Check it with your client

    Go through the plan with the client and get clear instructions on the walk-away point and any concessions. The decisions are theirs and yours, not the AI's.

  4. Keep it handy on the day

    Save a short version in your notes app to glance at during breaks. If the AI mentions any case or law, check it against the original source, as AI can invent case law.

What you get

Goals: 1) Deposit returned in full 2) Costs contribution 3) Neutral reference. Trade first: drop the claim for interest. Likely offer: half the deposit. Reply: 'We hear that, but the inventory shows no damage beyond normal wear. We'd need the full deposit to settle today.'

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