AI automation for legal services
Building a chronology takes time because a date on a letter can differ from the date of the event it describes. We can prepare candidate entries for the matter team, with each event tied to the words and document behind it.
Two records describe different delivery dates
Illustrative example using fictional details.
Covering email
“The equipment arrived on 11 March.” The email itself is dated 14 March.
What the team can check
- Source A
- Email, 14 March · Body states arrival on 11 March
- Source B
- Delivery note, page 2 · Signed on 12 March
Draft chronology entry
Record the email’s account and the signature date separately. Link both sources and ask the reviewer whether the dates refer to arrival and acceptance or need clarification.
How the workflow runs
- Limit the document set. Start within the authorised matter folder and retain document identifiers and versions so the reviewer can return to the same source.
- Extract candidate events. Separate a document’s creation date from dates described in its text. Capture the relevant passage, page or message reference and identify uncertainty.
- Review the chronology. A member of the matter team checks the passages, corrects dates and approves the working chronology. The team determines the significance of any discrepancy.
What we need from you
Use a fictional bundle to demonstrate naming conventions, the expected chronology format and how reviewers record disputed facts. Agree permissions and confidentiality arrangements before considering matter files.
Pilot a completed sample chronology
Compare proposed events against a reviewer-prepared timeline. Count unsupported dates, missed events and time spent locating each supporting passage. Include amended documents and ambiguous dates in the test.
Frequently asked questions
Can a reviewer trace a date back to its document?
Each proposed event can carry a document reference, page number where available, and the text it came from. The reviewer can open the source before accepting the entry.
What happens when two accounts give different dates?
The draft can show both entries with their respective sources and flag the conflict for the matter team. A reviewer decides how to record it.
Can it calculate filing deadlines from the documents?
This workflow prepares source-linked factual entries. A qualified reviewer controls deadline calculation and any entry in the firm’s diary.
What happens when a newer version of a document appears?
Retain the version behind each proposed entry and flag the revised document. The reviewer decides which entries to amend and keeps a record of the change.
Which bundle takes time to organise?
Describe the document types and review process using a fictional matter rather than client records.