← Back to workflows
Litigation General

Settlement Proposals

Tracking settlement negotiations across multiple communications, analyzing complex terms, and documenting the full negotiation history is extremely time-consuming. Attorneys spend hours reviewing demand letters, counteroffers, and mediation materials to create comprehensive settlement summaries for clients and courts.

Automation ROI

Time savings at a glance

Manual workflow6.5 hoursAverage time your team spends by hand
With CaseMark8 minutesDelivery time with CaseMark automation
EfficiencySave 48.8x time with CaseMark

The Problem

Tracking settlement negotiations across multiple communications, analyzing complex terms, and documenting the full negotiation history is extremely time-consuming. Attorneys spend hours reviewing demand letters, counteroffers, and mediation materials to create comprehensive settlement summaries for clients and courts. Missing critical details or failing to properly compare proposals can lead to poor settlement decisions.

The CaseMark Solution

CaseMark automatically extracts and organizes all settlement communications, creating a complete chronological record with detailed analysis of terms, payment structures, and strategic considerations. The AI identifies monetary amounts, conditions, contingencies, and non-monetary provisions across all documents, then generates a professional settlement proposal document with comparative analysis and recommendations ready for client review.

What you'll receive

Chronological Negotiation Timeline
Settlement Proposals Summary (by date, party, terms, and responses)
Monetary Terms Analysis (gross amounts, fees, costs, net recovery)
Payment Schedules and Terms
Non-Monetary Considerations
Strategic Context and Influencing Factors
Settlement vs. Trial Analysis
Executed Agreement Terms (if applicable)
Confidentiality and Release Provisions
Implementation Status and Next Steps
Source Citations and References

Document requirements

Required

  • Settlement Communications
  • Case Pleadings

Optional

  • Mediation Materials
  • Discovery Documents
  • Expert Reports
  • Court Orders
  • Settlement Agreements
  • Comparable Settlements

Perfect for

Litigation attorneys managing settlement negotiations
Personal injury lawyers evaluating settlement offers
Corporate counsel reviewing commercial dispute settlements
Insurance defense attorneys documenting settlement history
Clients making settlement decisions
Mediators facilitating settlement discussions
Courts reviewing settlement fairness in class actions

Also useful for

This workflow is applicable across multiple practice areas and use cases

Personal Injury95% relevant

Personal injury attorneys extensively use settlement proposals to negotiate compensation with insurance companies and opposing counsel, requiring detailed tracking of offers, counteroffers, and settlement demands.

Settlement negotiations are central to personal injury practice, with most cases resolving through settlement rather than trial. The workflow's focus on settlement demand letters and offer evaluation directly supports this practice area's core activities.

Corporate counsel and commercial litigators use settlement proposals to resolve business disputes, breach of contract claims, and partnership disagreements while managing client expectations and business relationships.

Commercial disputes often involve complex settlement negotiations with multiple parties and significant financial stakes, requiring detailed tracking of proposals and strategic analysis of settlement terms versus litigation costs.

Employment litigation attorneys use settlement proposals to resolve discrimination, wrongful termination, and wage disputes, often involving EEOC mediation and pre-litigation settlement negotiations.

Employment cases frequently settle through mediation or direct negotiation, requiring systematic documentation of settlement communications and analysis of comparable settlements to advise clients on offer fairness.

Class Action82% relevant

Class action attorneys prepare comprehensive settlement proposals requiring court approval, including detailed settlement agreement summaries and fairness analyses for judicial review.

Class action settlements require extensive documentation and court oversight, with the workflow's focus on settlement fairness review and agreement summaries directly supporting the unique requirements of this practice area.

Family Law78% relevant

Family law attorneys use settlement proposals to negotiate divorce settlements, custody arrangements, and property division, often through mediation and collaborative law processes.

Family law cases heavily rely on settlement negotiations to resolve disputes outside of court, with mediation documentation and settlement tracking being essential tools for managing client expectations and finalizing agreements.

Frequently asked questions

Q

How does CaseMark track settlement negotiations across multiple documents?

A

CaseMark scans all uploaded documents including demand letters, emails, mediation materials, and correspondence to identify settlement-related communications. The AI extracts dates, parties, monetary amounts, terms, and conditions from each proposal, then organizes them chronologically to show the complete progression of negotiations. All extracted information includes citations to the source documents for verification.

Q

Can the settlement proposal document include analysis of whether to accept an offer?

A

Yes, CaseMark generates a strategic analysis section that compares settlement terms to probable trial outcomes, considering liability strength, damage ranges, litigation costs, and timing. The analysis references case developments like court rulings and discovery that influenced positions. It also incorporates comparable settlements when available to help evaluate reasonableness of the proposed terms.

Q

What if my settlement includes complex payment structures or non-monetary terms?

A

CaseMark handles complex settlements including structured payments, installment schedules, injunctive relief, confidentiality provisions, and behavioral commitments. The AI creates detailed tables for payment schedules showing dates, amounts, interest rates, and security provisions. Non-monetary terms are clearly summarized with their practical implications and any implementation requirements.

Q

How does CaseMark maintain confidentiality for settlement documents?

A

CaseMark identifies and flags confidentiality provisions in settlement agreements and marks documents accordingly. The generated report can be configured to comply with confidentiality obligations, and all data is processed securely. You maintain complete control over which documents are uploaded and who can access the generated settlement summaries.

Q

Can I use this for ongoing negotiations or only executed settlements?

A

CaseMark works for both ongoing and completed settlements. For active negotiations, the document includes current status, pending decisions, upcoming deadlines, and next steps. For executed settlements, it provides complete agreement terms, implementation status, and outstanding post-settlement obligations. You can regenerate the document as negotiations progress to maintain an updated record.