Who it’s for
For lawyers and paralegals reviewing a commercial dispute involving a sequence of communications, actions or milestones.
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Templates & Checklists
Organise the factual sequence around commercial milestones and the sources behind them. The Word worksheet and review prompt keep competing accounts, unresolved facts and the next checks alongside the record.
Want an easier way to manage complex matters?
What’s inside
Commercial milestone worksheet
Word control record, milestone table, competing-account review and worked example.
docx
Reusable review prompt
Task-specific prompt with exact sources and human review boundaries.
txt
Synthetic source packet
Eight fictional equipment records with stable line references and known gaps.
zip
Included in the complete kit
Using this kit
When to use it
Use it when you need to compare what the documents record with what each party says happened, without treating either account as established.
How to use it
Define the relevant period and milestones. Add exact source references, distinguish recorded events from assertions and compare each competing account. Assign the next source check for unresolved differences.
Scope and review
The worked example is fictional. The worksheet organises facts and does not determine contractual duties, breach, causation or loss. Those questions require separate legal analysis.
Follow the workflow
Use the full guide alongside the downloaded files.