Timeline

Every guide that uses Timeline, whatever the work.

• Getting startedStart from your firm's templatesA new structure, timeline or board built from the firm's template instead of a blank page.
• Getting startedFind a matter or document fastThe matter, chart, chronology or document you need, opened from one search, including words inside documents.
• Getting startedFile drafts into the right matterDrafts moved into their matters with meaningful titles, and abandoned drafts deleted.
• Getting startedAsk JuristIQ about the tool you have openAn answer about, or a change to, the structure, timeline, board or insight in front of you, from the JuristIQ side panel.
• Disputes and litigationAdd the review table's dates to the chronologyDated rows of an Insights table turned into timeline events, columns mapped to event fields.
• Disputes and litigationCheck and correct the chronology in a tableA checked chronology, corrected directly in the cells, with stray events removed.
• Disputes and litigationStart the chronology for a new disputeA named timeline in the dispute's matter, set to the date format the team works in.
• Disputes and litigationChange many events at onceA group of events given the same tag, person, numbering or font in one step.
• Disputes and litigationLay out the procedural timetable from a templateThe firm's standard procedural steps on the timeline, dated from the day you choose.
• Disputes and litigationAdd the key events by handEvents with the right date precision, description, internal note, people, tags and milestones.
• Disputes and litigationBuild the chronology from the case documentsEvents proposed by JuristIQ from each document, checked against the highlighted source and linked back to it.
• Disputes and litigationTurn the email correspondence into eventsEach message of each thread as its own dated event, attachments filed with it, duplicates resolved.
• Disputes and litigationHandle documents the import could not readEvery imported document either has its events or a deliberate decision: scanned and retried, handled by hand or re-uploaded.
• Disputes and litigationImport an existing chronology from Word or ExcelEvery row of an existing chronology table as an event, with dates read the right way round.
• Disputes and litigationPull the events out of one key documentA key document's events added to the case timeline, or a new timeline built from them.
• Disputes and litigationLink each event to its evidenceEvery event traceable to its source document, with a list showing where each document is used.
• Disputes and litigationSplit a scanned bundle into separate documentsOne long scanned PDF cut into separate documents, each one its own event or row.
• Disputes and litigationChoose the right view of the chronologyThe timeline in the linear, relative or table view that suits the task, with display settings set.
• Disputes and litigationTag events by issueColour-coded tags on the events and a legend a reader can follow, with working tags kept out of exports.
• Disputes and litigationTrack who was involved in each eventA list of the people in the case, each linked to their events, ready to filter for a witness statement.
• Disputes and litigationShow each party's side in swimlanesA relative timeline with one named, coloured lane per party and every event in its lane.
• Disputes and litigationSave the events for each issue as a storyNamed stories, saved filters the whole team can switch between, with the events themselves unchanged.
• Disputes and litigationSee the timing of the disputeA relative timeline at the right scale, with quiet periods collapsed and same-day events in the right order.
• Disputes and litigationFind an event in a long chronologyThe event you need found and shown, wherever the match was: title, note, tag, person or document.
• Disputes and litigationFlag open questions in the chronologyGaps and doubts raised where the facts are, with the right person notified and nothing of it in the export.
• Disputes and litigationMake a version of the chronology for another readerA separate copy to cut down for the client or an expert, with the master untouched, and old timelines archived.
• Disputes and litigationPresent the case chronologyTurn the timeline into a PDF that a client, counsel or the court can follow, on paper or on screen.
• Disputes and litigationMake a one-page overview of the disputeThe whole dispute on one page, lanes and colours included, to show on screen at a hearing or a mediation.
• Disputes and litigationPut the chronology into a slide deckA PowerPoint file with an overview of the events, and a slide per event if you want one.
• Disputes and litigationHand over the chronology as a tableA Word table or Excel sheet of the events for a schedule of facts, counsel's notes or the client's check.
• Disputes and litigationClip part of the chronology for a memoAn image, PDF or slide of one episode of the facts, with a legend of the tags inside it.
• Disputes and litigationInsert the chronology into a Word documentThe case timeline inserted as a table into the brief, letter or memo you are writing in Word.
• Disputes and litigationDraft a pleading from the chronologyA Word first draft of a demand letter, statement of claim or defence, written from the timeline's events and documents.
• Disputes and litigationPolish the chronology before it goes outConsistent colours, fonts and sizes, readable event cards and formatted text before the chronology is exported or shown.
• TransactionsTurn review findings into tasks and eventsConsents to obtain and contract deadlines turned into owned board tasks or timeline events.
• Working with clientsOrganise a matter's work in foldersA long matter's structures and timelines sorted into folders, with copies made where a new version is needed.
• Working with clientsSet up a group's templates and standard contentGroup templates and standard building blocks so every new matter starts from the firm's best version.
• Working with clientsShare your work with a colleagueColleagues notified by email with a link and a note, and added to the matter if they were not on it.
• Working with clientsDiscuss a draft with the teamA comment thread where the work is, with the right people mentioned and notified.
• Working with clientsFind out who changed whatThe change history of a structure, timeline, board, matter or group, with who and when.
• Working with clientsGive the client access to the matterThe client invited to the matter with everything, or only the boards, timelines, structures and insights you choose.
• Working with clientsShare a chart or chronology outside the firmCo-counsel, an expert or the client given one structure or timeline through a personal link, view-only or editable.
• Working with clientsReview and end outside accessEverything shared outside the firm listed, and access removed for people who no longer need it.
• Working with clientsOpen the matter your lawyer shared with youSigned in to your matters and the boards, timelines and structures your law firm shared.
• AdministrationGive JuristIQ the firm's standing instructionsCustom prompts per tool that make the AI follow the firm's conventions for every user.
• AdministrationMake Excel exports look like the firm'sThe firm's fonts, colours and logo on Excel exports from boards, Insights, timelines and cap tables.
• AdministrationKeep the firm's templates in shared librariesA curated Firm-wide Library and group libraries every team starts from.
• AdministrationGive timelines the firm's lookThe firm's date format, opening view, event colours and timeline line for the chronologies everyone builds.
• Setup and integrationsConnect Juristic to your AI assistantThe Juristic connector added to your AI assistant, signed in as you, reaching your matters, insights, structures and timelines.
• Setup and integrationsRun a document review from your AI assistantAn insight, structure or timeline set up or updated by your assistant in the matter, under your name, ready to continue in Juristic.