Each timeline entry captures the key information needed to understand and act on the item, including the entry type, the creator, the correspondent (where relevant), the date and time, and any associated billing information.
Clicking into an entry opens a document preview alongside the timeline, providing inline tools to print, download, search the document’s table of contents, and zoom – along with an Ask Co-Pilot assistant that lets fee earners interrogate the document using natural language queries to produce executive summaries, sentiment analyses, key risks, and extracted dates or next actions.
The Case Timeline also supports threaded views for documents with attachments, a three-dot menu on every entry for common actions, and bulk selection for sending multiple documents by email or exporting them at once.
A combination of search, filters, sort options, and view modes – including cards and table layouts in compact or detailed density – allows fee earners to navigate a large case history quickly and locate the entries they need.
Feature Overview
Purpose
Provide fee earners with a complete, navigable history of every document, correspondence, and file related to a case, with the tools to preview, interrogate, and action items directly from the timeline.
Key Benefits
Complete case history – every letter, call log, memo, incoming and outgoing mail item, and uploaded file recorded in one chronological view.
Inline document preview – view documents alongside the timeline without leaving the page.
Ask Co-Pilot – interrogate any document using natural language to produce summaries, identify risks, and extract key information.
Threaded attachments – documents and emails with attachments display in a threaded view for easy review.
Bulk actions – select multiple documents to send by email or export in one operation.
Powerful search & filtering – locate documents by title and description, filter by type, correspondent, case handler, tag, or date, and sort chronologically.
Flexible display – switch between cards and table views, with compact or detailed density.
Target Users
Fee Earners
Case Handlers
Partners / Supervisors
Support Staff
Navigation & Access
Accessing the Case Timeline
The Case Timeline is accessed from within an individual case in Case Matters:
Log into the Evo Legal Platform
Select Case Matters from the main navigation
Open the relevant case from the Cases Overview Screen
Select the Timeline option within the case navigation to load the Case Timeline
Screen Components & Layout
The Case Timeline contains a chronological list of timeline entries, a document preview panel that displays alongside the list when an entry is selected, and a set of search, filter, sort, and view controls at the top of the screen.
1. Timeline List
Location: Main body of the Case Timeline
Purpose: Display every document, correspondence, file, and activity item recorded against the case in chronological order
Timeline Entry Types
Each entry in the timeline is identified by an icon and description indicating the type of activity. Supported entry types include:
Letters
Telephone Call Logs
Memos
Incoming Mail
Outgoing Mail
Uploaded Files
Information Displayed
Each timeline entry displays the following information:
Entry Type – the icon and description identifying the activity type
Creator – the user who created or uploaded the document
Correspondent – where relevant, the correspondent associated with the document
Date – the date the entry was recorded
Time – the time the entry was recorded
Billing Information – any associated time recording or billing detail
2. Document Preview Panel
Location: Right-hand side of the Case Timeline, opens when a timeline entry is clicked
Purpose: Provide an inline preview of the selected document along with tools to interact with it.
Preview Tools
The document preview panel provides the following tools:
Print – print the document directly from the preview
Download – download the document for further editing
Search Table of Contents – search the table of contents within the document where relevant
Zoom In / Zoom Out – adjust the zoom level for easier reading
Ask Co-Pilot – open the Ask Co-Pilot document assistant (see below)
Details Tab – view document metadata (see below)
3. Ask Co-Pilot
Location: Within the document preview, accessed via the Ask Co-Pilot button
Purpose: Allow fee earners to interrogate any document using natural language and surface key information from it without manual review.
Ask Co-Pilot Modal
Clicking Ask Co-Pilot opens a dedicated modal that displays the document on one side of the screen and a Co-Pilot document assistant chat on the other. The assistant supports natural language queries about the content of the document.
Supported Queries
Fee earners can use Ask Co-Pilot to perform a range of analytical tasks, including:
Produce an Executive Summary – generate a concise overview of the document’s key points.
Sentiment Analysis – analyse the tone and sentiment of the document.
Identify Key Risks – surface risks or concerns referenced within the document.
Extract Key Dates – pull out important dates referenced in the document.
Extract Next Actions – identify any next actions or follow-up items referenced.
Free-form Questions – ask any other natural language questions to clarify or interrogate the document’s content.
4. Details Tab
Location: Within the document viewer, accessed via the Details tab
Purpose: Surface the metadata associated with a timeline entry.
Information Displayed
The Details tab displays additional metadata about the document, including:
Record Details
Relevant People
Billing Information
Dates and Times
Document Code
Document Name
5. Attachments & Threaded View
Location: Indicated by a paperclip icon on the timeline entry
Purpose: Allow fee earners to identify and review attachments associated with a timeline entry
Attachment Indicator
Documents and emails that have one or more attachments display a paperclip icon on the timeline entry. This visual indicator allows fee earners to quickly identify entries that contain additional documents.
Threaded View
Clicking the paperclip icon opens a threaded view of the entry. From this view, the user can:
Click on any attachment to access it.
Preview the attachment – the attachment is displayed directly underneath the parent document or email it is attached to, allowing the context of the attachment to be easily understood.
6. Three Dot Menu (Timeline Entry)
Location: On every timeline entry
Purpose: Provide quick access to common actions for any timeline entry without needing to open the document preview.
Available Options
View Record Details – open the document’s metadata
Preview Document – open the document preview panel
Print – print the document
Edit Details – amend the document’s record details
Add Tags – apply descriptive tags to the entry
WIP Adjustments – make adjustments to the work in progress recorded against the entry
7. Bulk Actions
Location: Available across the timeline list when multiple entries are selected
Purpose: Allow fee earners to select multiple timeline entries and carry out actions against them in a single operation.
Available Bulk Actions
Send via Email as Attachment – selecting this option opens the Send Email modal with the selected documents pre-attached, allowing the user to compose an email with the relevant documents in one step.
Export / Download – export or download all selected documents in one operation.
8. Search, Filters, Sort & View Controls
Location: Top right of the Case Timeline screen
Purpose: Allow fee earners to navigate large timelines quickly by searching, filtering, sorting, and adjusting the display.
Search Timeline
A Search Timeline dialogue box is available at the top right of the screen. Searches are run against:
Document Title
Document Description
Filters
Filters can be applied to narrow the timeline by:
Document Type – letters, telephone call logs, memos, incoming or outgoing mail, files, etc.
Correspondent – the party associated with the entry.
Case Handler – the fee earner responsible for the entry.
Tags – any tags applied to the document.
Date – the date the document was created.
Sort Options
Newest First – most recent entries at the top.
Oldest First – earliest entries at the top.
View Options
Cards View – entries displayed as panels with all the relevant information.
Table View – entries listed in a tabular format with the same information.
Display Density
Compact View – condensed display showing key information only
Detailed View – expanded display showing more information about each entry, including additional description detail
Step-by-Step Procedures
Accessing the Case Timeline
Log into the Evo Legal Platform.
Select Case Matters from the main navigation.
Open the relevant case from the Cases Overview Screen.
Select the Timeline option within the case navigation.
The Case Timeline loads displaying all entries recorded against the case.
Previewing a Document
Locate the relevant entry in the timeline list.
Click on the entry – the document preview opens on the right-hand side of the screen.
Use the preview tools as required:
Print – print the document.
Download – download the document to edit it further.
Search Table of Contents – search within the document’s table of contents.
Zoom In / Out – adjust the zoom level.
Using Ask Co-Pilot
Open the document preview for the relevant timeline entry
Click the Ask Co-Pilot button – a new modal opens with the document on one side and the Co-Pilot chat on the other
Enter a natural language query such as:
Produce an executive summary.
Run a sentiment analysis.
Identify key risks.
Extract key dates.
Extract next actions.
Any other free-form question about the document.
4. Review the Co-Pilot response and continue the conversation as required.
Viewing Document Details
Open the document preview for the relevant timeline entry.
Click the Details tab within the document viewer.
Review the metadata – record details, relevant people, billing information, dates and times, document code, and document name.
Reviewing Attachments
Locate a timeline entry with a paperclip icon indicating it has attachments.
Click the paperclip icon – the threaded view opens.
Click on any attachment within the thread to access it.
Preview the attachment – it is displayed directly underneath the parent document or email.
Using the Three Dot Menu
Locate the timeline entry you wish to action
Click the three-dot menu on the entry
Select the required option:
View Record Details – view the document’s metadata.
Preview Document – open the document preview.
Print – print the document.
Edit Details – amend the document’s record details.
Add Tags – apply descriptive tags.
Bulk Selecting & Actioning Documents
Select multiple timeline entries using the bulk select option.
Choose the required action:
Send via Email as Attachment – the Send Email modal opens with the selected documents pre-attached. Compose and send the email
Export / Download – download all selected documents in a single operation
Searching the Timeline
Locate the Search Timeline dialogue box at the top right of the screen
Enter the search term – the search runs against the document title and description
The timeline list updates to display only entries matching the search criteria
Applying Filters
Locate the filter controls at the top of the timeline
Apply one or more filters:
Document Type
Correspondent
Case Handler
Tags
Date
3. The timeline list updates to display only entries matching the selected filters.
Sorting & Changing the View
Use the sort control to order the timeline by Newest or Oldest first.
Use the view toggle to switch between Cards View and Table View.
Use the density toggle to switch between Compact and Detailed display.
Configuration Options
User Preferences
Users can customise their Case Timeline experience:
Choose the default view (Cards or Table).
Choose the default display density (Compact or Detailed).
Set the default sort order (Newest or Oldest first).