🎥 Import documents to create automatic timelines with AI
Manually creating timelines can become overwhelming when you have hundreds of emails, memos, and documents to manage. Juristic Timeline simplifies this process by letting you import documents directly, automatically generating events and linking them to their sources. This guide explains how to use the import feature step by step.
Why Use Document Import?
Instead of manually entering every meeting, email, or memo, you can upload your case files and let Juristic Timeline extract the key events. This is particularly helpful when working with:
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Large volumes of case materials
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Pre-discovery and post-discovery documentation
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Emails, memos, and other written evidence that needs chronological structuring
How to Import Documents
- Open the Import Menu
- In the left-hand panel of your timeline, click Import.
- A new window will open with several import options.
- Choose an Import Method
- You can import documents in different ways:
- Drag and drop files directly into the window
- Import from connected integrations such as SharePoint or iManage
- Select Your Case or Source
- If you use iManage or another integration, select the relevant case folder.
- For example, choosing the case “Romeo” makes all associated documents available for import.
- Upload Files
- Pick the document type: emails, memos, processes, or other files.
- Click Upload to begin.
- Choose Processing Options
- After clicking 'Upload', select 'Use JuristIQ'. If you toggle the 'Auto Proceed' option, Juristic scans the document and creates timeline events linked to the file without manual refinement.
Key Takeaways
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The import feature saves hours of manual entry by automatically turning documents into events.
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You can import from files, templates, or integrations like SharePoint and iManage.
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Large case files are supported, with options for either automatic creation or manual refinement of events.