This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
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.
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 | ~10MB total | ~10MB | 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 in 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 "How to edit contracts directly using the Editor in LegalOn". |
Download | Download the attached file. |