Where to Find the Timeline
Select a case from the Viewing Case dropdown
Navigate to Case Overview
Click the Timeline tab
What the Timeline Shows
The Timeline displays events grouped by date, allowing you to easily follow the progression of the case.
Each event may include:
Event type (e.g., medical, evidence)
Event date
Description of the event
Source document reference (if applicable)
Events are organized by month and year for easy navigation.
How Timeline Events Are Created
Timeline events are generated in two ways:
AI Generated Events
When you:
Upload documents
Run Case Analysis
The AI automatically extracts and organizes key events into the Timeline.
This includes:
Medical treatments
Billing activity
Case related events
Supporting evidence
Manual Events
You can also add events manually.
To add an event:
Click Add Event
Enter event details
Save
This is useful for adding:
Notes
Missing events
Non-documented milestones
Event Types
Events are categorized to help organize your case. Common types include:
Medical
Evidence
Other case related activity
These labels help you quickly identify the nature of each event.
Merging Timeline Events
If duplicate or similar events exist, you can merge them.
To merge events:
Select multiple events
Click Merge
Choose which data to keep or remove
This helps maintain a clean and accurate timeline.
Why the Timeline Matters
The Timeline plays a critical role in:
Understanding the sequence of events
Supporting causation arguments
Identifying gaps in treatment or documentation
Preparing demand letters and case summaries
A well structured timeline strengthens your case narrative and improves AI generated outputs.
Best Practices
Upload documents early to allow AI to build your timeline
Review events for accuracy after running Case Analysis
Add missing events manually when needed
Merge duplicate entries to keep data clean
Important Notes
Timeline is continuously updated as new data is added
Accuracy improves with more complete documentation
Timeline data is used across AI features, including Case Analysis and document generation