Overview

Load pleadings, exhibits, and correspondence into matter timelines with provenance.

Audience

• Lawyer

Product Area

Litigation

Prerequisites

• Matter created

Steps

1. Upload evidence set

Attach documents to the target matter and assign source types.

1. Generate timeline

Run timeline indexing and validate chronological ordering.

Expected Result

The Litigation workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

• Use the least-privileged role that can complete the task.
• Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

• Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
• If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

• Duplicate evidence entries: Enable hash-based dedupe before batch import.

Related Articles

• Build Evidence Map
• Export Evidence Packs

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.