Matter Intake and Timeline Intelligence
Turn a full matter file into a structured, source-cited Timeline Brief, with conflicts checked and gaps flagged before the first strategy meeting.
What It Does
The agent reads the whole matter file, extracts and dates every event, pins each fact to its document and page, flags evidentiary gaps, checks for conflicts, and produces a Timeline Brief. A lawyer reviews and owns it before it is relied on.Without it: New matters arrive as mixed files in every format. Building a reliable chronology and spotting conflicts by hand takes hours before any strategy work begins.
- Reads handwritten notes, chat exports, and scanned annexures, not only clean PDFs
- Dates undated material from the surrounding correspondence and marks it as inferred
- Names the conflicts hit and the related party, rather than returning a bare score
- Proposes a practice group and lead, and a partner accepts or reassigns
Illustrative example
A client uploads 47 files on a supply dispute: the master agreement, three notices, an email chain, two pages of a site manager's handwriting, and site photographs. The agent returns a 31-event Timeline Brief with every fact pinned to a document and page, marks the stretch between the 14 March notice and the 2 April termination where nothing in the file explains the delay, and raises a conflicts hit on a counterparty subsidiary. The partner reads it and decides whether the firm can take the matter.
Intake portal
The uploaded file
Conflicts database
Parties, related entities
Matter management
Practice groups, leads
CRM
Prior work for these parties
Matter intake and timeline intelligence
SuggestStarts when
A new matter file arrives from a client
How far it goes
it proposes, and a person approves before anything commits
Timeline Brief
Drafted, pinned to source
Conflict, gap flags
Raised for the partner
Routing recommendation
Held for partner acceptance
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