Create a Timeline

Summary

Learn how to Create a Timeline with Vincent. This guide shows how to automatically build a complete chronology of events for your legal case timeline from multiple documents, saving you hours of manual review and organization.

Why This is Important

Building a clear and accurate timeline is a foundational step in case preparation, due diligence, and internal investigations. The Create a Timeline workflow automates this meticulous process, transforming unstructured information from multiple documents into a structured, chronological table. This allows you to quickly grasp the sequence of events and identify critical facts.

Step-by-Step Guide

Step 1: Start the Workflow and Upload Your Documents

To begin, select Create a Timeline from the list of workflows on the Vincent landing page. You can then upload all the documents you wish to include in your chronology.

Step 2: Review the Generated Timeline

Vincent will immediately begin to read your documents and extract all relevant events, organizing them into a chronological table. The table will typically include columns for the Date, the Event, and the Source Document.

Step 3: Interact with and Export Your Timeline

Once the timeline is generated, you have several options:

• Give Further Instructions: Use the chat box at the bottom of the page to ask follow-up questions or request modifications to the timeline.

• Download the Table: You can download the complete timeline in CSV or Excel format for use in other applications.

• Copy to Clipboard: Use the copy icon at the top right of the answer to quickly copy the table for pasting into a brief, memo, or email.

Best Practices & Pro Tips

• Be Comprehensive: The more relevant documents you upload at the start, the more complete and accurate your initial timeline will be.

Related Articles

• Analyzing a Complaint

• Integrating Your Firm's Data with Vincent

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