Matter timeline
Every conversation on a case, in one place
Open a matter and see every call on it, in order, with the note, the recap that went out and the time entry. Search across all of them, export them together, or ask Astrid a question about the file.
Alvarez v. Redland Freight14 calls
Status call
12 Mar, medical liens and settlement
Status call
19 Feb, MRI authorization
Intake
08 Jan, fee agreement explained
What the timeline gives you
One dated record
Calls, notes, recaps and time entries in the order they happened.
Search everything
Find a phrase across every transcript on the matter, or across the firm.
Ask Astrid
Ask a question about the matter and get an answer cited to the call and timestamp.
How firms use it
Taking over a file
A new attorney reads the timeline instead of asking around.
Answering a client complaint
Show the call where it was explained and the recap sent that afternoon.
FAQs
Answers to common questions
Can I export a matter's record?
Yes. Export the notes, transcripts and recaps together.
Who can see privileged calls?
Calls marked privileged are limited to attorney seats and firm administrators.