The Case Timeline provides a comprehensive, chronological record of all documents and correspondence related to a case. It serves as the central repository where users can view, filter, preview, and manage every document, email, letter, phone call, fax, memo, and file note associated with a matter. The page also includes an AI-powered document summary tool and a detailed document information panel.
Feature Overview
Purpose
Provide a single, filterable view of all case-related documents and correspondence, enabling fee earners to quickly locate, preview, and action any entry within the case record.
Key Benefits
Complete case record – all documents and correspondence consolidated in one chronological view
Advanced filtering – filter by entry type, date range, individual, and tags
Flexible display modes – normal, compact, and detail views with chronological or threaded layouts
Inline document preview – preview documents directly within the page without downloading
AI-powered summaries – instant AI document summaries with key points, next actions, and deadlines
Comprehensive document details – full metadata including people, dates, time recording, and billing information
Target Users
Fee Earners
Case Handlers
Partners/Supervisors
Support Staff
Billing Teams
Key Features
AI-Powered Document Analysis
Instant AI-generated document summaries via the Copilot sidebar
Key points, next actions, and deadlines extracted automatically
Interactive Q&A chatbot for follow-up questions about any document
Advanced Filtering & Search
Filter by entry type using checkboxes (phone call, email, letter, text message, fax, memo, file note)
Date range filtering for entries between specific dates
Filter by individual to find documents sent to or from a specific person
Tag-based filtering for categorised entries
Flexible Display Options
Three view modes: Normal, Compact, and Detail
Two layout options: Chronological and Threaded (for email chains)
Sort by most recent first or oldest first
Document Management
Inline document preview without downloading
Edit documents directly from the timeline
Download in original format or convert to PDF
Share via email, SMS, or URL link
Edit document metadata including correspondent, fee earner, and date
WIP adjustments including reverse, write off, transfer, and time entry adjustment
Training & Support
Getting Started
Open a case and click the Timeline tab to view the Case Timeline.
Browse the document list to familiarise yourself with the entries.
Try applying filters to locate specific document types or date ranges.
Click on a document to preview it in line.
Use the AI Document Summary feature to quickly understand a document.
Explore the Details tab to see full document metadata.
Best Practices
Use the Entry Type filter to quickly locate specific correspondence such as emails or letters
Switch to Threaded View when reviewing email chains to see the full conversation in context
Use Compact Mode when browsing a large volume of entries to see more items on screen
Use the AI Document Summary to quickly review lengthy documents before reading in full
Apply tags to documents consistently to improve filtering and organisation
Review WIP and billing details in the Details tab to ensure accurate time recording
Support Resources
Documentation
User Guide available in Help Centre
Comprehensive help and support information available in Intercom hub
Contact Support
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