How to Improve Chronology Relevance and Reduce Irrelevant Entries

If your chronology contains too many irrelevant entries (such as expert witness CVs, unrelated medical consultations, or administrative details), you can significantly improve the results by properly configuring the summary and relevance features.

Setting up the matter summary

The most important step is to create a focused matter summary. Go to the Summary tab in your chronology and provide:

• Type of matter

• Who the parties are

• Key issues you want to focus on

You can structure your summary with two sections in the "key issues section". An example is done below.

Highly relevant information:

• List the specific types of information you want to see

Irrelevant information:

List all the irrelevant information, including:

• Qualifications or personal details of experts

• Unrelated medical consultations

• Administrative details

• Any other information you don't need

I also highly recommend removing any unnecessary information from the matter summary.

Using relevance filters

After setting up your summary, the system will automatically grade all entries for relevance. Use the Filter by button to show only:

• Very High relevance

• High relevance

• Medium relevance (if needed)

This will hide low-relevance entries like expert qualifications and unrelated details while keeping them available in the background.

Choosing the right key document

Select a focused key document that best outlines the core premise of your matter, such as:

• Claim form

• File notes

• Statement of claim

• Legal advice

• Case plan or strategy

Avoid using very large bundles as key documents, as these can produce unfocused summaries that don't help the system understand what's relevant to your matter.

Manual relevance adjustments

If some entries are still incorrectly rated, you can manually change their relevance status. However, updating your matter summary is more efficient as it will automatically regrade all entries based on your specified criteria.

By following these steps, you should see a significant reduction in irrelevant entries and a more focused chronology that saves you time rather than creating additional work.