Hand over the chronology as a table
A Word table or Excel sheet of the events for a schedule of facts, counsel's notes or the client's check.
Screenshots are taken from the app on every release. Updated 13 October 2026.
Sometimes the chronology has to leave Juristic as a table: the schedule of facts behind a pleading, a list counsel can annotate before a conference, or a sheet the client goes through to confirm the dates. The export gives you every event as a row in Word or Excel.
Two questions decide the format. Will the reader mark it up as a document, or sort and comment in a spreadsheet? And should the reader see the team's notes?
Export the table
Open the timeline and click Export in the toolbar. Word and Excel are in the menu in every view, including Table.
Choose Word for a landscape table with a column for the date, end date, title, description, notes, documents, people and tags of each event. The header row repeats at the top of every page, so a printed copy reads without turning back. Above the table, the file has the timeline's title, the date of the export and a line reading [Claimant] vs. [Respondent]: replace that line with the parties before the file goes out.
Or choose Excel for a spreadsheet. The sheet opens with the timeline's title and the time of the export at the top, then a row per event with its start date, end date, title, description, note, people, documents and tags. The heading rows stay in place as you scroll. If your firm has set up an Excel template, the sheet uses its fonts, colours and logo.
Open the file and read the notes column before it goes anywhere. Both formats include every event's notes, and they are often written for the team, not the reader. Delete the column if they should not see it.
What goes in
The table always holds every event on the timeline. A story or filter you have open on the timeline does not narrow it. When the reader should only see some of the events, delete the other rows in the file, or use the PDF or PowerPoint export, where you tick the events that belong.
Which format for which reader
| Who it is for | Format | Before you send it |
|---|---|---|
| The schedule of facts for a pleading | Word | Keep the date, title and description, and delete the columns the pleading does not need |
| Counsel, ahead of a conference | Word | Leave the documents column in, so counsel sees what each event rests on |
| The client, to check the facts | Excel | Delete the note column and add a column for the client's comments |
Tips from practice
- Correct in Juristic, not in the file. When the client sends the sheet back with corrections, make them on the timeline and export again. The timeline stays the one version of the facts.
- Export late. The table is a snapshot. Export it shortly before you send it, so it has the events added since the last version.
- The firm's look. Your organisation admin can set up the Excel template once for every export; see make Excel exports look like the firm's.
For a version to present rather than to work on, see present the case chronology. To put the chronology inside the brief or memo you are drafting, see insert the chronology into a Word document. To bring a table the other way, into Juristic, see import an existing chronology from Word or Excel.