How to build a timeline of your matter
A simple structure for connecting dates, events and supporting documents.
One event per row
Record the date, a brief description and the supporting document’s filename. Mark any date that remains unconfirmed.
Keep references consistent
Use clear, sequential filenames such as 01_contract, 02_payment and 03_email. Keep unchanged copies and separate different matters.
Distinguish facts from questions
Keep a separate column for questions. Record discrepancies between payments and balances for follow-up.
Review before sharing
Check that the records concern your matter. Remove unnecessary third-party information and agree on a suitable channel before sending sensitive documents.
Organize your timeline
A blank template for dates, events, supporting documents, amounts and open questions.
General documentary guidance. For decisions about a specific matter, seek qualified advice for the relevant jurisdiction.
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