Get started with Lucio's Chronologies tool to quickly build an organized timeline of events from your legal documents. This guide will walk you through each step, so you'll have a clear and consolidated view of your case chronology in minutes.
Step 1: Start by clicking the Chronologies tool.
Step 2: Start a New Project
Click Create Project to open the project setup window.
Step 3: Name the Project
Enter a name for your project. This makes managing multiple timelines straightforward.
Step 4: Upload Documents
Add your case documents by clicking to browse or dragging and dropping files into the upload window. Enable Folder Upload to add documents from a whole folder. You’re also able to import from other Lucio projects or OneDrive.
Step 5: Set Date Format Preferences
Choose how dates should display based on how they're presented in your uploads.
Step 6: Select the Timeline’s Event Voice
Pick how Lucio will phrase events. Use passive voice for a formal tone, active for concise summaries, or set a custom style such as aligning events with the plaintiff's view.
Step 7: Tag Important Issues
Add tags like Contract, Deadline, or Meeting to help filter events later when you want to review timelines by key topics.
Step 8: Create the Project
Click Create. Lucio starts extracting events and generates your timeline.
Step 9: Review the Timeline
Once Lucio processes your files, you'll see a compiled timeline. Each row shows the date, an event label, and a detailed description. The timeline updates interactively as you explore.
Step 10: Source Verification
Each event links back to where it came from in the original document. Click the link to open the right page in the document viewer for quick verification.
Step 11: Export the Report
Ready to share or analyze offline? Export the chronology as a Word report. The export includes both a consolidated view and separate timelines per document.
Step 12: Further Chronology Refinement
Refine your timeline with chat-based filters—like requesting to see all dates mentioning the plaintiff.
Harness Lucio’s Advantage With Lucio, you turn piles of documents into actionable, organized timelines. Say goodbye to tedious spreadsheets and line-by-line email reviews. Focus on winning your case, not administrative burdens.