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Templates & Checklists

Build a working chronology with dates, events, exact sources and questions that still need checking. This kit brings together an Excel workbook, a clearly labelled fictional example, copyable prompts and a Word handover template.

Want an easier way to manage complex matters?

Chronology kit

What’s inside

  • Chronology workbook

    Events, source coverage, questions and changes.

    xlsx

  • Chronology worked example

    Readable XLSX version of the fictional before-and-after records. Original CSVs and historical run records remain in the source pack.

    xlsx

  • Reusable prompts

    Copyable TXT prompts with input placeholders.

    txt

  • Review handoff template

    Editable Word summary with review and action tables.

    docx

  • Worked example files

    Sources, completed examples and recorded AI outputs.

    zip

    Included in the complete kit

Using this kit

Who it’s for

For lawyers and paralegals building or updating a factual sequence from a growing document set, and reviewers who need to check the source behind an event.

When to use it

Use it when events sit across emails, statements and attachments, or when a new document may change an existing chronology entry.

How to use it

Start with the workbook instructions and fictional example. Record events in the blank workbook with exact source references. Log uncertain dates and competing accounts, then use the handover template to explain open questions.

Scope and review

The example is fictional. Prompts produce candidates for review. Check each material event against the underlying record and preserve original date and time-zone information.