Case Chronology

Instructions how to use platform interface

Platform documentation

Getting started with your Case Chronology portal

A1: Account Setup & First Login

Adding team members and understanding access permissions

A2: Managing Users & Roles

Getting Started

Adding and organizing people linked to your cases

B1: Contacts — Managing People

Adding company records and managing Client Portal access

B2: Contacts — Managing Companies

Creating and managing account-level calendar events

B3: Company Calendar

Setting up collections to organize case documents

B4: Document Collections

Managing the account-wide database of episode authors

B5: Author Registry

Account-Level Setup

The case list, status tabs, case card fields, and search and filter controls.

C1: Cases List & Statuses

The Create Case wizard, case header, three-dot menu and case tabs.

C2: Creating & Managing a Case

Duplicating a case within the account and sharing access externally.

C3: Duplicating & Sharing a Case

The Upload Case Documents dialog, Files tab layout and document processing.

C4: Uploading Documents

The page grid, page card tools, opening a page, tags, colours and stapling.

C5: Reviewing Pages

Adding pages to the workspace, Pre-event / Post-event sections and filters.

C6: Working with the Workspace

Episode fields, creating episodes, Pre-event toggle and Show in timeline.

C7: Episodes — Adding & Managing

The three Chronology sub-tabs: Calendar, Timeline, Episodes.

C8: Chronology & Timeline

The Search tab, filter panels in Files and Workspace, and search tips.

C9: Searching & Filtering

Automatic detection, the Duplicates tab, the compare dialogue, and workspace management.

C10: Duplicate Page Detection

Cases

Text and data templates, display layouts and report presets.

D1: Templates

The report builder, using presets, online view and PDF export.

D2: Building & Exporting Reports

Manually created documents and AI-generated documents with back-references.

D3: Custom Documents

Reports & Templates

Asking questions about a case, chat scope, back-references and saved chats.

E1: AI Chat

Creating workflow steps, manual and automatic triggers, and workflow outputs.

E2: Automated Workflows

Managing reusable prompt templates for use in AI Chat and Workflows.

E3: AI Prompt Hub

AI Features

Create a custom design with text, images, and links

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Case Portal

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