The Case Timeline contains three primary areas: the filter and display controls, the document list, and the document preview and details panel.
1. Filter & Display Controls
Location: Top of the Case Timeline page
Purpose: Provide filtering, sorting, and display options to help users locate and view documents efficiently.
Filter Options:
Users can filter the document list using the following criteria:
Entry Type – Filter by the type of document or correspondence by selecting the relevant checkboxes:
• Phone Call
• Letter
• Text Message
• Fax
• Memo
• File Note
Date Range – Filter to show entries within a specific date range
Individual – Filter by the person the document was sent to or received from
Tags – Filter by the tags that have been applied to entries
Sort Options:
Most Recent First – Displays the newest entries at the top (default)
Oldest First – Displays the oldest entries at the top
View Modes:
Normal Mode – Standard display showing a balanced amount of information for each entry
Compact Mode – Condensed display showing less information per entry, allowing more entries to be visible on the page
Detail Mode – Expanded display showing more information per entry, including document details, correspondents, dates, and the associated fee earner
Layout Options:
Chronological View – Entries listed from newest to oldest (or vice versa based on sort selection)
Threaded View – Groups related correspondence together, primarily applicable to email chains where the most recent email appears at the top with all previous emails in the chain listed directly below
2. Document List
Location: Main body of the Case Timeline page
Purpose: Display all documents and correspondence entries for the case in the selected view and sort order.
Entry Types Displayed:
• Documents (Word, PDF, and other supported file formats)
• Emails
• Letters
• Phone calls
• Faxes
• Text messages
• Memos
• File notes
Three Dot Menu (…) on Each Entry:
Each entry in the document list has a three dot menu on the right-hand side providing the following actions:
View Record Details – Open the full record details for the entry
Preview Document – Open the document in the preview panel
Edit Document – Open the document for editing
Download – Download the document in its original format
Convert to PDF – Download the document converted to PDF format
Save with Metadata – Download the document with metadata preserved
Resend – Resend the document (where applicable)
Print – Print the document
Send via Email – Send the document to another recipient by email
Send via SMS – Send the document to a recipient by SMS
Share Link – Generate a URL link that can be copied and shared offline
Edit Document Details – Edit metadata such as the correspondent, fee earner, and date
Edit Tags – Add or modify the tags applied to the entry
WIP Adjustments – Make work in progress adjustments, including:
• Reverse selected
• Write off selected
• Transfer selected
• Adjust time entry
3. Document Preview & Details Panel
Location: Right-hand side of the page (opens when an entry is clicked)
Purpose: Provide an inline preview of the selected document and display detailed metadata.
Preview Tab:
When a document is clicked, the preview panel opens on the right-hand side displaying the document content. Supported file formats include Word documents, PDFs, and other standard formats.
Preview Toolbar:
Download – Download the document by pressing the download icon
Share – Share the document by pressing the sharing icon
Print – Print the document by pressing the print icon
Zoom In / Zoom Out – Adjust the document view to the preferred size
AI Document Summary:
Click the AI Document Summary button (blue button in the left-hand corner) to generate an instant AI-powered summary of the document.
This opens the Copilot sidebar and provides:
Document Summary – A concise summary of the document content
Key Points – The most important points extracted from the document
Next Actions – Recommended actions arising from the document
Key Deadlines and Dates – Any important dates or deadlines identified in the document
Q&A Chatbot – A text input at the bottom of the Copilot sidebar where users can type further questions about the document and receive AI-generated answers
Details Tab:
Click the Details tab to view comprehensive metadata about the selected document. The following information is displayed:
Document Information:
Document Details – General information about the document
Tags – Any tags that have been applied to the document
Action – The type of action (e.g., letter sent, email sent, phone call taken or received)
Action Code – The associated action code
People:
Correspondent – The person associated with the document
Fee Earner/Handler – The fee earner or handler responsible
Sent To – The recipient of the document
Billing Handler – The billing handler associated with the entry
Typist – The typist who created the document (if applicable)
Dates & Times:
Posted Date – When the document was posted
Completed Date – When the document was completed
Time Recording & Billing:
• Units Charged – The number of time units charged
• Price (GBP) – The monetary value charged
• Charge Rate and Code – The applicable charge rate and code
• Charge Description – A description of the charge
• Category – The document category
• Bill Date – The date the entry was billed
• Bill Number – The invoice or bill number
Format:
• Document Format – The file format (e.g., Word, PDF)