In this tutorial, you'll learn how to navigate and utilize the key features of the Mary Technology tool effectively.
Step 1: Understand the Chronology Interface
After generating your chronology, your screen will display the date, fact, source documentation, and relevance of each fact within your chronology. The facts are summarized for a concise view in this chronology.
Step 2: Access Source Documentation
Click on the source documentation for each key fact. This documentation may include tables, charts, handwriting, etc.
Step 3: Use the Relevance Feature
The relevance feature determines how relevant the fact is to the matter.
The reasoning for relevance can be calculated by clicking the "I" button. Here, you'll see our justifications for rating the relevance of a fact from low, medium, or high.
Step 4: Understand the Matter Summary
The matter summary is based on the key documents you selected when creating your chronology. I would recommend selecting all your documents in the "key documents section" if you're not sure which one is your key document.
It includes a matter overview, key issues, people and parties, entities, and additional notes. You can edit each section to make it more accurate.
Step 5: Edit the Matter Summary
If you find something in the relevance that is not correct, you can edit the matter summary and key issues.
After making changes, click "save changes". This will regenerate all of the relevant scores based on the new information you've added.
Step 6: Filter by Relevance
One workflow I recommend is checking the assumptions used to calculate relevance. To do this, use the filter by tool.
Filter your chronology by low relevance, and the reasonings and assumptions used to calculate low relevance.
And then filter your chronology by high relevance to check the assumptions used to calculate low relevance.
Make necessary corrections in the key issues section in the matter summary.
Step 7: Understand the Consolidation Feature
The consolidation feature combines the same fact from multiple documents into one fact, citing all source documentation where the fact occurs.
Step 8: Expand Consolidated Facts
Click on the button to expand consolidated facts and view the source documents.
Step 9: Edit Your Chronology
You can add, edit, or delete facts to make your chronology more accurate.
You can also search for certain events or facts or key words using the search bar feature.
Step 10: Use the Filter Feature
Use the "filter by" button to filter by source documents or date.
This will filter your facts by certain documents, or by a certain date range.
Step 11: Check Inferred Dates
Inferred dates are dates that the tool is not 100% sure about. Check these to ensure accuracy.
Step 12: Export Your Chronology
Once you're satisfied with your chronology, you can export it to Word. You can export the entire chronology or only the current view. Exporting by current view exports the chronology with the filters applied.
Step 13: Add More Documents
You can add more documents to your chronology using the green button above. This allows you to add more documents, and extend your chronology, and up to date as your case progresses.
Step 14: Use the Chat Feature
If you have any questions, use the chat button for assistance. You're also welcome to book in a live training session at any time for any 1 on 1 support. Just email our CEO, dan@marytechnology.com to book in a training session.
Step 15: Request Workflow Videos
If you need more in-depth explanations of certain features or workflows, contact us to request any features or wokflow videos.
We're always here to help you make the most of the Mary Technology tool, and look forward to hearing from you soon. Good luck!