Insert the chronology into a Word document
The case timeline inserted as a table into the brief, letter or memo you are writing in Word.
Updated 13 October 2026.
You are drafting in Word: a letter to the client, a memo to counsel or the facts section of a brief, and the chronology belongs in it. The Juristic add-in puts the events of a timeline into your document as a Word table, so you can edit it there like the rest of the text.
Two questions decide whether this is the right route. Should the chronology be part of the document, or travel next to it? For a separate schedule, hand over the chronology as a table. And does the reader need text or a picture? For a picture of the timeline, see clip part of the timeline for a brief or email.
Before you start
The Juristic add-in must be in Word, and you must be signed in to it. Your IT team rolls it out (roll out the Word and PowerPoint add-ins); you sign in once (sign in to Juristic in Word and PowerPoint).
Insert the table
Open the document in Word and click Juristic Assistant on the ribbon to open the Juristic pane.
Click Workflows at the bottom of the pane.
Choose Import Timeline.
Find the timeline. The list shows your groups, with the matters you are on inside them; open the matter and tick its timeline. Type in the search field to find it by name. Matters that are archived are not listed. If the pane says no timelines were found, none of your matters has a timeline yet.
Click Run workflow. The table is added at the end of the document and left selected.
Cut the table and paste it where it belongs in the text.
What goes in
The table holds every event on the timeline, one row per event, in date order. A story or filter you have open on the timeline does not narrow it.
| Column | What it shows |
|---|---|
| Title | The event's title |
| Description | The description, as plain text |
| Date | The start date, written out in full |
| Documents | The names of the documents linked to the event |
| Persons | The people involved |
Bold, lists and other formatting in titles and descriptions are left out, so the text takes the document's own style. Notes, tags and end dates are not included, which keeps the team's notes out of a document that leaves the firm.
Tips from practice
- Get the timeline right first. Correct dates and wording on the timeline before you insert it, and polish the chronology before it goes out. If the facts change later, correct the timeline, delete the old table and insert it again, so the document and the timeline do not drift apart.
- Trim in Word. The table has every event. Delete the rows the reader does not need, and the columns too: a letter to the client rarely needs the Documents column.
- Rename the headings. The column headings come in English. Rename them in Word if the document is in another language, or to match the firm's terms.
- The firm's look. The table is inserted plain. Apply the firm's table style, or see put a document into the firm's house style.
To present the chronology on its own, see present the case chronology. To have JuristIQ write the first draft from the timeline, see draft a pleading from the chronology.