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FAQ - Litigation Chron and Evidence Dashboard

Alan Grinberg

 

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John Thuet

Overview

The Chronology feature helps teams organize and analyze case information by connecting Facts, Issues, and People to supporting documents. This article explains how to create, manage, search, and export Chronology data, outlines permission-based access, and answers common questions about bulk actions, evidence support, and related workflows.

Common Questions

  1. Can issues, facts, and people be connected to indicate relationships? (ex: showing that multiple facts support a specific issue)

    The ability to directly connect issues, facts, and people to one another within the Chronology is not currently supported. Planned enhancements include the ability to group facts by issue and associate people with related facts directly within the Chronology tab.

  2. Can I connect issues, facts, and people to transcript testimony?

    Issue, fact, and people coding is currently limited to document evidence. Support for connecting these elements to transcript testimony is under evaluation.

    • Issues can already be connected to transcript testimony through Transcript Issues, which are configured via More > Settings > Transcripts. This functionality exists separately from the Chronology feature.

  3. Are these features available in the Discovery suite?

    Chronology features are not currently available in Discovery. However, users can begin organizing their case early by coding Key Documents and Issues, which are exchanged to Litigation and reflected in the Chronology.

    Facts and People can be referenced in Discovery by using custom fields and exchanged to Litigation for further refinement.

    Additional notes on transferring from Discovery:

    • A “Key Document” single checkbox custom field created in Discovery will exchange to Litigation and map to the built-in Key Document field.
    • Responsive Issues coded in Discovery will exchange to Litigation and map to Document Issues in the Chronology and Dashboard.
    • Facts and People do not currently exchange automatically. As a workaround, users may create custom picklist fields in Discovery and exchange them to Litigation, then update the values using the built-in fields.

Chronology FAQ example

Fact, Issue, and People Management

  1. Which user permission levels can access and manage facts, issues, and people?
    • Advanced users can create, edit, and delete facts, issues, and people in the Chronology and at the document level.
    • Standard users can view the Chronology and apply existing facts, issues, and people to documents.
    • Basic users can view the Chronology and see existing coding applied to documents.
    • View-only users cannot access the Chronology or apply coding.
  2. Where did my issues go in the document coding panel?
    Issues are now located in the Case Connections section of the document coding panel.
  3. Can I exchange Responsive Issues from Discovery to Litigation?
    Yes. Responsive Issues in Discovery exchange to Litigation and populate Issues within the Chronology.
  4. How can I create, edit, or delete facts and people?
    1. To create:
      • At the document level, navigate to Case Connections, select the appropriate category, and choose Create New.
      • In the Chronology tab, switch to the relevant grid and click Create New.
    2. To edit:
      • At the document level, select the applied item, make changes in the modal, and click Save Changes.
      • In the Chronology tab, select the item from the grid and save updates.
    3. To delete:
      • In the Chronology tab, select the item and choose Delete, then confirm the action.
  5. Do I need to manually enter dates when creating facts?
    Yes. Dates must currently be entered manually.
  6. Can facts and people be color-coded?
    Yes. Colors can be assigned during creation. If no color is selected, a default gray tone is applied.
  7. Can facts, issues, and people be restricted from use?
    No. However, only Advanced users can create, edit, or delete these items. Advanced and Standard users can apply them to documents.
  1. Are facts and people available in bulk actions?
    Facts and People are not currently available in Bulk Actions to help ensure accurate and intentional coding.
  2. Can I search for facts, issues, and people?
    • Fact:"fact name"
    • Issue:"issue name"
    • People:"person name" OR Person:"person name"
    • People:"person name" AND Issue:"issue name"
  3. Are facts and people available in Advanced Search or Filters?
    Issues are available in Advanced Search and Filters. Facts and People are not currently included.

Key Documents

  1. Will the Key Document field be added to Discovery?
    Not automatically. However, Discovery databases using a “Key Document” custom field can exchange data to Litigation and map to the built-in Key Document field.
  2. What if I had a Key Document field before deployment?
    Existing Key Document fields in Litigation are automatically mapped to the new built-in Key Document field.
  3. How do Hot Document fields exchange from Discovery?
    • Rename the Hot Document field to Key Document before exchange.
    • Or, after exchange, search for hot_document:* and apply the Key Document field via bulk action.
  4. How do I search for Key Documents?
    • key_document:true
    • -key_document:true

Exports

  1. What is included in CSV exports?
    All fields displayed in the Facts, Issues, and People grids are included in their respective CSV exports.
  2. What if I need a visual timeline?
    While there is no built-in timeline visualization, Nextpoint Trial Services can assist in transforming fact chronologies into visual timelines.
  3. Why are document IDs separated by spaces in exports?
    IDs are formatted for easy copy-and-paste searching using id:(# # # #).

Evidence Dashboard

  1. Who can access the Evidence Dashboard?
    Advanced and Standard users can access and use the Evidence Dashboard.
  2. Can I customize dashboard cards?
    Not at this time.
  3. What is an unsupported fact?
    An unsupported fact does not have document evidence associated with it.
  4. Are Most Viewed Documents user-specific?
    No. This data is database-wide.

Infinite Scroll for Transcripts

  1. Will infinite scrolling affect existing highlights or designations?
    No. All existing designations and issue markups are preserved.
  2. Can users highlight partial lines?
    No.

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