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Quick questions about this matter's documents — works on iPad and iPhone. Claude reads every analyzed document and cites which one each answer comes from. Useful for session prep.
For full strategy analysis — pre-mediation memo or live caucus reads — use the Strategy tab.
/ for skillsReads the structured case record — parties, counsel, claims, chronology, risk analysis, and analyzed documents — and drafts a private bench-memo: each side's theory, where the accounts diverge, underlying interests, risk factors, and a suggested session agenda. Private work product; nothing is sent to the parties. Review before relying on it — it drafts, you judge.
A bench-style memorandum on the law of the case: every issue the record raises — threshold and procedural as well as merits — with the governing rule, how it applies to these facts, which questions cannot be resolved before trial, and what that means for settlement. Jurisdiction is taken from the Court field on the case.
The Never Split the Difference preparation sheet, run per room: the goal for each side, the three-sentence summary that would earn a “that’s right,” labels for the emotions under their positions, an accusation audit, calibrated how/what questions, noncash currency, and a black-swan watch list. Private work product; nothing is sent to the parties. It drafts, you judge.
A one-page plan for the day, built from whatever is already on the case (prep memo, property inventory, agenda, one-sheet, documents): the map of the terrain, the problem restated as two or three “how might we” questions with one chosen for the opening caucus, ideation seeds and a trade map for each room, when the first one-text draft goes in and how it is introduced, and what could break it. Build the Prep Memo and Inventory first for a stronger plan. Private work product; nothing is sent to the parties. It drafts, you judge.
Mediation strategy runs in Cowork chat, which reads this matter's folder
(Matters/…)
and your Reference Library automatically. Two ways to use it:
Create a structured summary in this exact format: 1. **Core Dispute Categories** (list every claim: breach of fiduciary duty, undue influence, lack of testamentary capacity, accounting objections, surcharge, etc.) 2. **Key Factual Disputes** (bullet list with citations to specific paragraphs or exhibits) 3. **Legal Issues Table** | Issue | Party A Position | Party B Position | Relevant Statute/Case | 4. **Underlying Interests** (beyond legal positions — e.g., family legacy, liquidity needs, tax consequences, emotional attachment to specific assets) 5. **Risk Factors for Each Party** (including litigation costs, surcharge exposure, potential attorney-fee shifting under probate code, and emotional toll) 6. **Suggested Mediation Agenda** (sequence issues strategically — start with low-conflict accounting items to build momentum before moving to capacity/undue influence or asset distribution)
Analyze the declarations and medical records for indicia of undue influence and/or lack of capacity under Alabama law. Flag red-flag behaviors, suspicious timing, and relationship dynamics. Then suggest three neutral, non-leading questions I can ask each party in caucus to explore these issues safely.
Analyze the materials for alleged breaches by the fiduciary. Produce this exact structured output: 1. **Alleged Breaches Identified** (categorized by duty): - Duty of Loyalty (self-dealing, conflicts) - Duty of Care (imprudent investments, waste, delay) - Duty of Impartiality - Duty of Disclosure / Accounting - Other (e.g., commingling, unauthorized distributions) 2. **Key Factual Disputes** (bullet list with paragraph/exhibit citations) 3. **Surcharge Exposure Table** | Alleged Breach | Amount at Issue | Potential Surcharge Exposure | Supporting Evidence | 4. **Underlying Interests** (beyond legal claims — e.g., family legacy, liquidity, tax consequences, emotional betrayal) 5. **Risk Factors** (litigation costs, fee-shifting under probate code, removal risk, emotional toll) 6. **Suggested Mediation Agenda** (sequence: start with accounting transparency to build trust, then move to specific breaches and remedies)
Review the probate accounting and objections. Identify every potential breach of fiduciary duty with supporting line items. Present in a markdown table with columns: Transaction/Item | Alleged Breach Type | Amount | Recommended Neutral Resolution Path (e.g., voluntary surcharge, in-kind offset, structured repayment).
Generate five creative, tax-efficient settlement structures to resolve the breach of fiduciary duty claims without full cash surcharge. For each option include: - Pros/cons for fiduciary and beneficiaries - Likely tax impact - Neutral language I can present in caucus Focus on trust modifications, in-kind distributions, structured repayments, successor fiduciary appointment, or release with accounting cure.
Analyze the materials regarding the request to remove the executor / trustee / administrator. Produce this exact structured output: 1. **Grounds for Removal Alleged** (categorized by statutory standard): - Breach of trust / fiduciary duty - Conflict of interest / self-dealing - Hostility or lack of cooperation with beneficiaries - Incapacity or inability to act - Failure to act in best interests of estate/trust - Other (e.g., waste, delay, commingling) 2. **Key Factual Disputes** (bullet list with paragraph/exhibit citations) 3. **Best-Interests Analysis Table** | Factor | Evidence Supporting Removal | Evidence Against Removal | Impact on Estate/Beneficiaries | 4. **Alternative to Removal Options** (e.g., supervised administration, co-fiduciary appointment, trust modification, accounting cure) 5. **Risk Factors** (removal costs, fee-shifting, surcharge exposure, delay in administration, emotional toll) 6. **Suggested Mediation Agenda** (sequence: start with accounting transparency or interim relief, then address removal vs. voluntary resignation, then successor fiduciary issues)
Analyze whether the facts support an emergency motion for interim removal, suspension, or appointment of a temporary special fiduciary. Flag urgency factors and suggest neutral language for discussing interim measures in caucus.
Analyze the materials regarding requests for attorney fees to be shifted from the estate/trust to an individual party or fiduciary. Produce this exact structured output: 1. **Statutory Bases for Fee Shifting Alleged** (categorized): - Bad faith / unreasonable positions - Breach of fiduciary duty triggering fee award - Prevailing-party provisions in removal or surcharge actions - Common-fund doctrine - Other (e.g., probate code specific sections, contractual fee clauses) 2. **Key Factual Disputes on Fee Issues** (bullet list with paragraph/exhibit citations) 3. **Fee Exposure Table** | Party | Amount of Fees Sought | Likelihood of Shifting (Low/Med/High) | Supporting Statutory / Factual Basis | 4. **Underlying Interests** (beyond fees — e.g., estate liquidity, precedent for future disputes, emotional cost of litigation) 5. **Risk Factors** (impact on estate assets, personal liability of fiduciary, delay in distribution, tax consequences of fee awards) 6. **Suggested Mediation Agenda** (sequence: start with transparency on actual fees incurred, then move to merits of shifting vs. mutual waiver or estate-paid allocation) 7. **Alabama Fee-Shifting Factors & Caucus Questions** — Identify every factor the probate court would weigh under Alabama law for shifting fees. Present in a markdown table and suggest three neutral questions I can ask in caucus to explore settlement on the fee issue without conceding the underlying merits.
Suggest three neutral, non-leading questions I can ask the [fiduciary / beneficiary] in private caucus to explore the alleged breach of fiduciary duty while preserving dignity and shifting focus to future-oriented solutions.
Generate five creative, non-removal (or limited-removal) settlement structures that still protect the estate/trust and beneficiaries. For each option include: - Pros/cons for fiduciary and beneficiaries - Likely court approval factors - Neutral language I can present in caucus Focus on voluntary resignation with release, co-trustee appointment, supervised administration, trust modification, or phased transition.
Help the parties identify neutral successor fiduciary candidates or structures. List three options with neutral criteria for selection and suggested language for discussing each in caucus.
Provide a realistic range of outcomes on the attorney fee shifting request if the case proceeds to hearing, including: - Likelihood of full, partial, or no fee shifting - Likely amount the court would award - Impact on the losing party's personal liability - Effect on estate liquidity and distributions Present in a simple markdown table I can read verbatim in caucus. Use only facilitative language.
Generate five creative settlement structures to resolve or limit attorney fee shifting without full court adjudication. For each option include: - Pros/cons for each side (fiduciary vs. beneficiaries) - Likely tax impact and estate liquidity effect - Neutral language I can present in caucus Focus on mutual fee waivers, partial estate payment, structured installments, common-fund contributions, or conditional releases tied to settlement of the underlying dispute.
Suggest neutral language and structures for interim fee payments from the estate pending final resolution, including safeguards to protect non-prevailing parties.
Draft a complete, formal Probate Mediation Settlement Agreement resolving all breach of fiduciary duty claims. Use precise, neutral language compliant with Alabama probate and trust law. Agreed Terms: [paste your shorthand notes, e.g., "Fiduciary pays $X surcharge in installments; releases all claims, including a clearly stated release of unknown claims; provides final accounting; resigns as trustee; beneficiaries waive further objections"] Include these mandatory clauses: - Recitals identifying the probate/trust matter and case number - Full mutual release of all fiduciary claims (including breach of duty, surcharge, removal) - No admission of liability - Confidentiality and non-disparagement - Accounting cure provisions - Attorney fees/costs allocation - Mediation-first enforcement clause - Governing law - Signature blocks for all parties, counsel, and mediator Leave blanks for dates, amounts, and specific asset descriptions.
Draft a complete, formal Probate Mediation Settlement Agreement resolving all attorney fee shifting issues. Use precise, neutral language compliant with Alabama probate and trust law. Agreed Terms: [paste your shorthand notes, e.g., "All parties waive fee shifting claims; estate pays $X in total fees; fiduciary personally contributes $Y; mutual release of all fee-related claims including a clearly stated release of unknown claims"] Include these mandatory clauses: - Recitals identifying the probate/trust matter, case number, and underlying dispute - Full mutual waiver or allocation of attorney fees and costs - No admission of liability or bad faith - Confidentiality and non-disparagement - Impact on underlying claims (e.g., tied to resolution of breach/removal issues) - Attorney fees/costs provision for enforcement - Mediation-first dispute resolution clause - Governing law - Signature blocks for all parties, counsel, fiduciary, and mediator Leave blanks for dates, amounts, and specific payment terms.
Sources: this matter's documents + your Reference Library. Verify every legal citation before relying on it. For live statute/case lookups, open the page in Chrome during the Cowork session.
Reads every analyzed document on this case and builds an itemized, bulleted inventory of the real property and personal property in dispute — each item with its identifying details, the source document cited, and a one-line statement of each side’s position on it (or an OPEN QUESTION where the record is silent). Private work product; nothing is sent to the parties. It drafts, you judge.
Every dated event Claude can find across this matter's analyzed documents — execution dates, transfers, amendments, medical events — each tied to its source document with a verbatim quote. Edit any entry; entries you add by hand survive regeneration. Verify against the source documents before relying on it in session.
When negotiations stall, click below. Claude will read everything you have on the case (claims, theories, damages, key facts, EV analysis, settlement positions), ask 3–5 short clarifying questions about things it can't see (BATNAs, non-monetary interests, time pressure), and then propose creative bridging moves across structural, substantive, process, and other categories.
You don't draft the term sheet — the attorneys do. But before they go to draft, walk through this checklist with the room so nothing gets missed. Each provision includes when it applies, sub-points to consider, common pitfalls, and Alabama drafting notes. Mark each one Addressed, Raised but Excluded, or N/A. Print / Save as PDF produces a memorandum on letterhead — Settlement Agreement Provisions For Consideration, addressed to lead counsel — to hand across the table, or send it straight to them with Email to Lead Counsel.
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Check the box to allocate the total fee across parties (e.g., 50/50 plaintiff/defendant). When checked, the allocation appears on the invoice. Default is equal among all parties; adjust at the conclusion of mediation if parties agree to a different split. Leave unchecked to bill without per-party allocation.
A proposed agenda of the items that appear to remain for resolution at the mediation session, drafted from the analyzed documents and the exchanged record, with the term sheet provisions still active on the Term Sheet tab appended automatically. The shared body goes on every version; anything typed in the confidential boxes below appears only on that side's copy and on your master. Regenerate any time things change — your confidential additions and notes are kept. Review the body before sending: the AI drafts, you decide. Standing rule: your master also carries a mediator-only sweep of the complete file, including each side’s confidential position statements and call transcripts; that material never appears on any version sent to counsel. The body’s “Check before distribution” section is your review aid: it stays on screen and on your master, and is stripped automatically from the attorneys’ copies.
Attorneys and other contacts auto-populate from intake forms. When you type an attorney's name on a New Intake, firm and contact info will autofill if they're already here.
Use this for inquiry calls, informal conversations with attorneys, or any other note that doesn't belong to a specific case. Notes are tied to a contact by name; if the contact isn't on file yet, it'll be added to Contacts automatically. Use the search box above for keyword lookup across every note.
Circuit court judges. Court-ordered cases link to a judge here so the case overview shows the judge’s chambers contact (assistant) and any required letters render correctly addressed. Store names plainly — the system prefixes Hon. automatically on letters and email subjects.
Probate court judges. Same schema as circuit judges — chambers contact (via assistant), mailing address for formal letters, intro-letter send. Court-ordered cases can link to either roster.
The engraved-letterhead and business-card mailing list: ranked trust & estate litigators who have never received email from you. Everyone here holds a live credential — a Chambers HNW 2026 band, an ACTEC fellowship, or a current Super Lawyers Estate & Trust Litigation selection. Lapsed listings, Rising Stars, planners, retirees and in-house fiduciaries are excluded. Every address was read off a live firm bio or the firm's own office page. The 19 names resting on a Super Lawyers listing ALONE were additionally checked against reported appellate decisions — 5 failed that check and were removed.
People you have already emailed are kept on this list and flagged in red rather than hidden, so you can see the whole field. The default view is “The letter run”, which shows only those who have never had an email — and both CSV buttons export exactly what is on screen, so exporting from that view gives you original recipients only.
The 60th Annual Fiduciary Law Institute (Omni Amelia Island, 23–25 July 2026)
attendee list, combined with everyone who has taught at the Institute or ICLE's
related fiduciary programmes, 2024–2026. Kept separate from Letter Targets
on purpose. The Section's membership roll is not public; this is who actually turned up, which is
a better signal.
Mailing addresses are partly filled in
— the attendee list does not publish them, so each one had to be researched.
The counts above show how many carry an address and how many still need one;
check that before any letter goes out.
General counsel at Alabama colleges and universities — frequent beneficiaries of estates, bequests, and charitable trusts, and the offices that retain a neutral in related disputes. Outreach should follow the same advertising guardrails as judge outreach: biographical bench narrative only, never the “Judge” title as a credential.
Next-touch reminders for attorneys, referral sources, judges, and university counsel — so the second and third touch actually happen. Set a next-touch date and an optional recurring cadence (e.g., a quarterly check-in). Marking a recurring follow-up done logs the touch and reschedules the next one automatically. Overdue and soon-due items also surface on your Dashboard.
Bank and trust-company contacts across Alabama, Mississippi, Tennessee, Georgia and Florida — trust officers and in-house fiduciary counsel — who influence which neutral gets used in a fiduciary dispute. Note: unlike university GC offices, banks rarely publish direct emails, so many entries carry a phone or “via division” entry point rather than an address. Outreach follows the same advertising guardrails as judge outreach (biographical bench narrative only; never the “Judge” title as a credential).
Externally-ranked trust and estate counsel across Alabama, Mississippi, Tennessee, Georgia and Florida —
compiled from Chambers High Net Worth 2026 (Private Wealth Law, Alabama; Private Wealth
Disputes, Florida and Georgia) and the ACTEC Fellow directory. This is a reference list,
held separately from your Attorneys directory; use → Attorneys on any row to copy
someone across when they become a live contact.
⚠ Read the notes before sending anything.
Rows marked NEUTRAL serve as mediators or arbitrators themselves — they are peers and
competitors as much as referral sources. Rows with no email publish none at all; phone or post is the only route.
ACTEC practice-area tags are self-reported, so entries found by reading bios are marked bio sweep.
Curated reference of common claims, theories, and issues encountered in
probate, fiduciary, and complex civil mediations under Alabama law.
The AI document-extraction pipeline (Phase 2) matches extracted claims
by claimType to the entries here, so the Case Map shows
the Alabama standard alongside each document's allegation. Each entry's
Typical Documents list drives the Documents Needed
checklist on every case.
⚠ DRAFT entries are starter drafts pending Alabama-law verification (typically against Fastcase / vLex via Alabama State Bar member access). Each entry shows a Draft or Verified badge; click Edit and clear the Draft checkbox once you've confirmed the citation chain and current standard.
Your own training material — MacWhisper transcripts, course notes, technique reading — used as reference by the Prep Memo, Voss One-Sheet, and Impasse Breaker on every case. Long transcripts should be condensed: the AI distills the techniques into a digest that rides the prompts, while the full text stays stored here. Untick an entry to bench it without deleting.
Search across all parties, counsel, firms, and case names from your prior matters. Results are exact substring matches (case-insensitive).
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Capture a mediation session — live from the mic, an uploaded recording, or a pasted transcript — and turn it into a neutral summary, follow-ups, and a draft billing entry. Live cues surface interests, tentative agreements, and questions you might ask. Built for a neutral: no advice, no taking sides.
Uses your browser's speech recognition (Chrome recommended). Best for in-person sessions with a room mic. Requires the consent box above.
Appears at the top of every invoice and agreement.
Used in agreement signature blocks and as fallback contact info.
Configurable list of billable activities. When you pick an activity on the time-entry form, the description prefills and the fee calculates from the activity's rate. Leave the rate at $0 to inherit the case's hourly rate (most activities). Set a non-zero rate to override per activity (e.g. Travel at a discounted rate).
One-click sets of tasks and events. Apply a workflow to any case from the case Overview to seed the standard mediation lifecycle without manually typing each item. Date offsets are days relative to a base date you pick at apply-time (defaults to today).
Single-use scheduling links sent to counsel from any case. Bookings appear automatically on the case overview when counsel completes the form. Calendly account is managed at calendly.com/eastern-shore-mediation.
Scope of this integration: bookings flow Calendly → Case Manager only. To make Calendly avoid double-booking your blocked time, the Case Manager pushes block-out events to your Eastern Shore Google Calendar (Settings → Google Calendar), and Calendly reads that calendar for "Check for conflicts." This card does not push directly to Calendly — Calendly's API doesn't accept availability changes.
When you upload a PDF or scanned document on a case, the Documents tab can call the Anthropic API on your behalf to:
Bring-your-own-key: the API key below stays on this browser (same trust model as your case data) and is sent
directly to api.anthropic.com from your machine. Typical cost per document with Haiku is a few cents.
Leave the key empty to disable AI calls — text extraction from digital PDFs still works locally.
Get a key at console.anthropic.com.
When configured, every PDF generation (invoice, agreement, session notice, reminder, court report) is routed through a Cloudflare Worker running headless Chrome instead of the in-browser html2pdf library. The Worker produces clean multi-page PDFs with proper pagination and no horizontal clipping. Falls back to the local html2pdf path if the Worker is unconfigured or unreachable.
Push your case data to a Cloudflare KV store after every edit and pull it on app boot. Lets you work on Mac, iPad, and iPhone with a shared dataset. Uses the same Worker URL as PDF rendering but a separate sync key (so a leaked PDF key can't read your cases). Auto-resolves "cloud unchanged" silently; prompts you when both devices have edited since the last sync.
The Worker URL above is reused (no separate URL needed). On a fresh device: install the app to your home screen, open Settings, paste the sync key, check Enable, hit Save — your data will pull from the cloud automatically. Subsequent edits push within ~3 seconds.
When configured, every "Send by Email" button (invoice, agreement, session notice, reminder, court report) generates a PDF in memory, attaches it, and sends from your Eastern Shore Mediation Gmail account — no manual print-and-attach step. Falls back to the regular mailto: behavior if not configured or not signed in.
The Mail tab (2026-08-17) also runs this account from inside Case Manager: incoming and outgoing threads mirror onto the Mail dashboard, get assigned to a case or inquiry, and assigning applies a matching CM/… label in Gmail itself. That read-and-organize access is a wider Google permission than send-only — grant it once with the re-authorize button below.
The Client ID comes from your Google Cloud project (Console → APIs & Services → Credentials).
The app must be loaded over http://localhost:8080 for OAuth to work — open it via the local Python server, not by double-clicking the file.
When connected, blocks you create on the Calendar tab (OOO, conferences, personal holds, travel) push to your Eastern Shore Google Calendar. Calendly reads that calendar for "Check for conflicts," so blocking time in Case Manager also removes those slots from your Calendly booking page.
Uses the same OAuth client as Gmail above. The first time you create a block, Google may prompt for an additional calendar permission. Events created directly in Google Calendar (e.g., from your phone) flow back into Case Manager automatically — polled every 5 minutes while this app is open.
All your data lives in this browser's localStorage and (if you've set a backup folder) is auto-mirrored to a folder of your choice on every change. Use Export / Import to move data between machines or browsers.
CM/… label to the thread in
Gmail. "Other / business" files it under CM/Other. "Ignore" hides it from
the needs-assignment view and touches nothing in Gmail.
The cloud copy of your case data has changed since this device last synced. To avoid silently overwriting work from another device, pick which version to keep.
) separator on the right). Leave blank to omit the In re line entirely.Single post-session time entry for the mediation itself. No timer — Jim enters total hours after the session.
Creates a Stripe Checkout link this invoice's recipient can use to pay by credit card or US bank ACH transfer. The link goes on the invoice PDF and in the Send-by-Email body. When payment lands, it auto-records as a payment on this case.
The agreement PDF will be rendered, then submitted to DocuSign as ONE envelope per party side (counterpart execution). In each: you sign first; the side's lead counsel signs "Approved as to Form" and receives a separate Eastern Shore email with a secure link to provide their client's email address; the party then signs. Sides complete independently.
Bookings made through a meeting poll, or from your public Calendly page, arrive without a Case Manager link and are not attached to any matter. Pick one below to file it on this case — it will then appear on the Overview card, the Calendar, and the case's events, and a later cancellation will follow it here.
Creates a single-use Calendly link per counsel and emails each one from your jim@easternshoremediation.com account. When counsel completes the form, the booking appears automatically on this case's Overview.