Organization tips for doc review? I’m drafting a brief, & it's taking a long time because I have to keep stopping to search 1000s of pages of docs to find supporting facts, dates, etc. I've been told creating a chronological timeline using the docs would’ve made this process easier. Ex: “On Jan 1, the court issued an order. (Source: Court Order) On Jan 5, the lawyer emailed a copy of the order. (Source:Emails)"

What do you use to create a timeline? A software? A spreadsheet? A word doc?

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It depends but a lot of times I will just copy all the important docs into a folder and rename them with the date first so they can be sorted chronologically. It’s tedious but it’s what works for me. I also keep a chart/timeline in word or onenote of important events for quick reference. If I’m drafting something I’ll either use the timeline or just guess on the details and highlight it so I can go back and make changes later.

likehelpful

I usually do, yeah

helpful

You should definitely do a chronology/timeline for facts. We also keep a separate index and binder for pleadings. It might be time intensive now, but it saves time in the long run as you draft pleadings and prep for depositions or trial. There might be software but I just do mine in word. I could see excel working as well. Once you have a chron you can have your assistant make a key documents binder either electronically or hard copy (or both). There are also ways to link documents to your chronology to make things even easier. As I’m reviewing docs, I’ll usually take some notes or print relevant docs to add into the chronology later.

helpful

Thanks!

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