Build the chronology from the case documents
Events proposed by JuristIQ from each document, checked against the highlighted source and linked back to it.
Screenshots are taken from the app on every release. Updated 27 October 2026.
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The contracts, letters and board minutes have arrived, and typing every date into the chronology would take days. Import them instead.
Open the case timeline and click Import. Drag the documents in, check the list, and click Upload.
Choose JuristIQ as the processing mode, and tell it what matters in this case, such as the stock warranty. Leave Auto Proceed off for evidence you will rely on.
JuristIQ reads each document in the background. When they are ready, a badge in the toolbar counts the documents that await your review.
Each document opens beside the events JuristIQ proposes from it. Check every event against its source, fix it with Edit if you need to, and click Accept.
Events marked Low confidence need a closer look. Accept all events takes the rest, but never those.
Every event you accept stays linked to the document behind it.
The contracts, letters, minutes and witness statements have arrived, and typing every date into the chronology would take days. Import them into the timeline instead: JuristIQ reads each document, proposes the events it finds, and shows you the passage each one comes from. You check each event against its source and accept it, and every accepted event stays linked to the document behind it.
Two questions decide the settings. Will you rely on these events in a pleading or in front of the court? Then review every one. Are the documents clean text or poor scans?
Import the documents
Open the case timeline and click Import (the inbox icon) in the toolbar on the left.
On Emails and files, click + Upload a document and choose From computer, or drag the documents in. If your firm has connected SharePoint, iManage or NetDocuments, pick that source from the upload menu instead. Then click Upload.
In Tailor your next steps, choose JuristIQ (AI-powered legal analysis) as the Processing Mode. Manual adds the documents without JuristIQ reading them. If JuristIQ is greyed out, you do not have access to JuristIQ.
Under AI instructions, tell JuristIQ what matters for this case, for example "Only events relevant to the delayed delivery under the supply agreement".
Click Advanced options for two more settings. Leave Auto Proceed off for documents you will rely on: it skips the review and puts the events straight on the timeline. Turn on Force OCR Scan to have every page scanned, even in PDFs that already contain text, when that text cannot be trusted.
Click Upload. JuristIQ works through the documents in the background. When they are ready, a badge appears in the toolbar on the left.
Review the events, document by document
Click the checklist icon with a blue count in the toolbar on the left: Imported documents are ready for review. Click here to check the events found in them. It counts documents waiting for review, including those where JuristIQ found no dates.
The document opens with each date it found highlighted, and the proposed events in the panel beside it. Check each event against its highlighted passage. Fix the date or title with Edit, then click Accept. For an event that does not belong in the chronology, click the bin icon (Remove).
Events marked Low confidence are ones where JuristIQ could not read the date, or what it refers to, with confidence. Filter on Low confidence to see them together, check each against the page and accept them one by one. Accept all events accepts the rest of the document's events, but never these.
If JuristIQ missed a date, for example a handwritten date on a scanned page, click Mark a date and draw a box around it. To make an event from a passage, select the text on the page and click Add event.
When every event is accepted or removed, click Next document, or Finish review when no other documents remain. The review includes documents without dates.
If the Events panel says no dates were found, read the document and mark any dates JuristIQ missed. If there are no dated events to add, click Confirm no dates to resolve it and continue, or return to the timeline when the review is complete.
Settings for each situation
| Situation | Processing Mode | Worth turning on or off |
|---|---|---|
| Evidence you will plead or put before the court | JuristIQ | Auto Proceed off: review every event |
| A first pass over a large set, to see the shape of the case | JuristIQ | Auto Proceed on, then check the events that matter before anything leaves the team |
| Scanned bundles whose text layer is unreliable | JuristIQ | Force OCR Scan on |
Tips from practice
- Import in batches. One custodian, one period or one issue at a time keeps each review short enough to do properly, and the instructions can be specific to the batch.
- Review before the chronology goes out. An event that JuristIQ proposed and nobody checked should not reach the client, counsel or the court.
- Emails need their own handling. Threads, replies and attachments are covered in turn the email correspondence into events.
- Documents with no events. They wait in the same review. Check the document before clicking Confirm no dates. See handle documents the import could not read.
Adding a few events from your own reading? See add the key events by hand. Next, handle documents the import could not read.