The Create a Timeline workflow extracts a chronology of events from your documents before you begin your review. Vincent AI identifies dates, events, and relevant passages from the document and organises them into a structured table with linked source citations.
Important: All Vincent AI output requires final review and due diligence by a qualified legal professional before use in litigation strategy, pleadings, or court proceedings.
Upload documents and generate the timeline
When you upload one or more documents, Vincent automatically generates a timeline. No task selection is required.
Supported file types: .doc, .docx, .eml, .heic, .html, .htm, .msg, .jpeg, .jpg, .odt, .pdf, .png, .rtf, .txt, .zip, .pptx, .xlsx, .xls, .csv
- In Clio Work, click Vincent in the left navigation.
- On the Create a Timeline screen, upload your documents by dragging and dropping files onto the upload area or selecting Add Documents.
- Vincent generates the timeline automatically after upload.
Understand the timeline output
Vincent produces a four-column table. Each row represents a single event extracted from the document.
- Date: identifies the date or time reference as it appears in the document. Entries can include specific dates, relative time references such as "as of the date of separation," or contextual time markers where no specific date is stated.
- Event: provides a narrative of what occurred, drawn from the document content.
- Passage: contains the verbatim quoted passage from the source document that supports the event entry.
- Source: provides a linked page reference to the exact location in the source document.
Work with the results
Navigate to source passages
Select any linked page number in the Source column to open the exact location in the document. Verify context before relying on the timeline output in a brief, motion, or client communication.
Download the timeline
Select the download icon above the table to export the timeline.
Continue the conversation
Use the Ask a follow-up question text box to request changes to the timeline or ask Vincent questions about the events extracted. For example:
- Add events from the second document I am uploading now.
- Identify any gaps in the timeline where key events may be missing.
- Summarise the financial events in the timeline in plain language.
Up Next
- Analyse the underlying documents: see Analyse Complaints in Clio Work, Analyse Contracts in Clio Work, or Analyse Depositions in Clio Work for workflow-specific analysis
- Compare documents: see Compare Documents in Clio Work to generate a side-by-side analysis of two documents
- Build a legal position: see Build Arguments in Clio Work to develop a structured argument from the facts identified here