🕒 Casefriend Case Timeline 

No more manila folders or Banker's Boxes—your Timeline is paperless, dynamic, and always up-to-date. It centralizes all case activity, including documents, emails, tasks, and time entries, in one interactive view.

🛠️ Tool Summary: The Timeline

Casefriend has fully digitized the pleadings index. We retained the familiarity of the chronological pleading index while enhancing the productivity by:

✅ Eliminating the paper

✅Making it a dynamic living thing, always up-to-date

✅Making it more robust by tracking all details & demographics of a case in one location.

📅 Events

❓When to Use:
Your Case Timeline is made up of Events. Use Events to track allactivity in a case: medical appointments, hearings, depositions, correspondence, and more.

What It Does:
Each Event represents a moment in the case’s history. Events are shown in reverse chronological order and can include documents, emails, tasks, and time entries.

📘 Learn more about Events

🪮 Event Category Filters

❓When to Use:
Use filters to quickly view all Events of a specific type, such as Medical, Hearing, Deposition, Subpoena, Liens or Correspondence.

What It Does:
Clicking a category filter instantly narrows the Timeline to relevant Events, helping you find what you need faster.

📊 Timeline Columns

❓When to Use:
Use column sorting to organize your Timeline by date, category, or other attributes.

What It Does:
Columns include:

• Date – Event date
• Event Title – Custom title
• Category & Type – Chosen during Event creation
• Short Note – Quick summary
• Milestone – Indicates key case milestones

🖱️ Interacting with the Timeline

❓When to Use:
Use hover and right-click actions to view or edit Events.

What It Does:
Clicking an Event opens its details. Right-clicking reveals quick actions like editing, uploading, or linking documents.

📂 Events Action Menu

❓When to Use:
Use this menu to create new Events or attach documents and emails.

What It Does:
Quickly add new Events, upload files, or link emails directly from the dropdown.

📁 Documents Menu

❓When to Use:
Use this menu to create new documents or access the Doc Browser.

What It Does:
Start a Word doc (with Microsoft 365), launch Automated Intake, or open the Case Doc Browser.

🔔 Activity Icons

❓When to Use:
Use icons to see what’s been added to an Event.

What It Does:
Icons include:

•    Dropper - A new Event has been added to your case
• Stopwatch - A time-entry has been added to your case
• Document - A new document has been added to your case
• Calendar - A new task has been added to your case 

✅ Key Benefits

• Fully digital pleadings index
• Centralized case activity tracking
• Integrated with billing, email, and document tools
• Accessible from anywhere—no more paper folders

🚀 Work Smarter with the Timeline

Casefriend’s Timeline helps your team stay organized, bill efficiently, and collaborate seamlessly. It’s the modern way to manage case history.