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Viewing and Exporting a Client's Timeline

Nov 6, 2026•Case Management

See the chronology your family law client builds in the Quilia app, and export it as a spreadsheet or PDF.

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Have your assistant do it. Ask ChatGPT or Claude instead of clicking through the steps.

Connect your assistant to Quilia once, then ask in plain words. It reads every article here and works in your firm's account, so it can build a form, look up a case or set up an automation for you to switch on.

Connect your assistant to Quilia

On divorce, custody and other family law cases, your client keeps a Timeline in the Quilia app: a dated record of exchanges, missed visits, court dates, money events and anything else they want you to know. You see it in the dashboard as the client saves it, so you have a chronology without building one by hand.

Finding the Timeline

Open the client's case and click the Timeline tab (the clock icon).

The Timeline tab on a family law case

Each row shows the date, the category (Type), who was involved, where it happened, and the event's title and description. The newest event is at the top. Click a column header to sort.

The Timeline is read-only in the dashboard. Clients add and edit events from the app.

How Dates Are Shown

Clients don't always know the exact day, so each date is shown the way the client entered it:

  • An exact date, with a time when they gave one: "July 8, 2026 at 9:00 AM"
  • Month and year only: "March 2026"
  • An approximate date: "May 20, 2026 (around)"

What You Won't See

Quilia suggests events to the client from their uploads and their own notes. A suggestion only reaches the Timeline once the client checks it and saves it. Suggestions they haven't added, and ones they dismissed, don't appear here.

Exporting the Timeline

Click Export at the top right of the Timeline, then choose:

  • Spreadsheet (CSV) to work with it in Excel or Google Sheets. It has one row per event, with the date, how exact the date is, the date as shown, title, category, what happened, people involved and attachment names.
  • Document (PDF) for a printable copy to share or file.
Export as a spreadsheet or a PDF
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