What you’ll do in this lesson
In this lesson, you’ll use Lists to generate an evidence-backed chronology from your matter files, review and refine individual events, connect events to the people involved, and export a shareable chronology to Excel.
Step 1: Create a Chronology list from a template
Click New list and choose Chronology from the template library.
Step 2: Attach matter files to extract key events
Add the relevant context files (for example, a matter folder of emails, statements, and reports). Legora extracts key events and builds the chronology for you.
Step 3: Review each event and trace it back to evidence
Each chronology entry includes a title and a reference back to the underlying source document, along with structured fields like date/time and the actors involved. Open an entry to review the full description and the linked source passages.
Step 4: Track what’s verified vs. contested (and update as you review)
Use the verification status to mark entries as verified or contested, and update that status as the factual picture changes.
Step 5: Link events to people (persons of interest)
Chronology entries link to a related persons of interest list. Open a person to review their role and details, then jump back to the chronology to keep your factual record and actors in sync.
Step 6: Add new attributes, filter, and export
Add additional attributes (for example, a “Time Period” tag) with a single prompt, then filter the chronology to focus on specific phases of the matter. When you’re ready to share, download the list as an Excel file.
Key takeaway
Lists turns chronology-building from a manual Word table into a structured, evidence-backed workflow, so you can keep the case narrative accurate, sourced, and easy to review as new documents arrive.