This article explains what you can do with the Timeline tab on the matter detail page, including how to view and interact with updates and communications related to a matter.
What is the Timeline?
The Timeline tab allows you to view communications and activity history related to a matter, all in one place.
There are two types of timelines on the matter information page:
Timeline (visible to all Matter Management users) and;
Private timeline (visible only to Pro license users).
If you have a Pro license, you can use the Private timeline to share confidential notes and review comments within the legal team or feedback from managers, that you don't want requesters to see.
Requirements
Supported File Types:
Refer to Supported file types for uploading to LegalOn.
File Size and Count Limits:
Use case | Max file size | Total file size | Max number of files |
Sending via Email |
| ~15MB | 10 files max |
Sending via Timeline | 100MB per file | 200MB total | 10 files max |
File name limit | Up to 200 characters (including extension) |
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What you can do on the timeline
The Timeline displays and supports a range of actions:
Messaging
Send, edit, and delete messages
Send and receive emails
Attach files to messages or emails
Download attached files
Open file details for attached files
Note: Files from workspaces you don’t have access to cannot be viewed or downloaded. Contact your IT administrator for access settings.
Activity events (history)
Turn on the [Show detailed history] toggle below the message box to view:
Matter creation (via email, internal forms, or intake form)
Matter title updates
Assignment or change of assignee
Due date setting or changes
Status changes
Working with attached files on the timeline
You can perform actions directly from the file buttons displayed alongside attachments.
Button | Description |
Version Management | Shown for files with no versions. Allows you to consolidate versions. See "How to merge file versions in LegalOn". |
Compare with Previous version | Shown for files with multiple versions. Allows you to compare the current and previous versions. See How to compare contracts. |
Review | Available if you have a Review license. Opens the file editor to check for legal risks. See Review: Overview and how to use it". |
Edit | Shown if no Review license is available. Allows contract editing in the file editor. See Editing contracts with the standard Editor. |
Download | Download the attached file. |
Open image / Close image | Click this icon to expand or hide attached image files (JPG, PNG) directly inside the timeline. |
Use AI suggestions to find past work
When you create a matter or link a contract, LegalOn automatically suggests similar files and projects from your history to help you work faster.
Find similar past matters
When a new matter is created, LegalOn looks at the details and suggests matching projects from your history.
Find the timeline notification generated when the matter was created.
To link a suggested project as a reference, click the Link icon next to it. (Note: This is a one-way link that only appears on your side. For details, see Organizing Matters: How to link related files and matters.
Find similar contracts and templates
When you attach a contract to a matter, LegalOn searches your workspace for similar documents and official templates.
Find the timeline notification generated when the file was attached. Click [See similar contracts] to view the suggestions.
2. Click the Link icon next to any contract or template to link it to your active matter.