What You’ll Produce in This Module

• A clean, chronological case timeline you can draft from
• A post-interview summary email the client can review and approve

In this lesson, you’ll learn a professional client interview structure and how to capture a clean case chronology using AI as a drafting assistant—without guessing, exaggeration, or losing control of the facts. This workflow forms the foundation for every document you will draft later in the case.

Core Training Video

Video coming next.
This lesson will be updated with the full core training walkthrough.

Tip: Keep this lesson skill-focused. All templates and files live in Module 1 → Templates & Downloads.

Key Concepts Covered

• Why structure builds client trust during intake
• How to capture the client’s story without coaching or correcting
• Using AI to organize notes while retaining full human control
• Preventing chronology drift and invented facts
• Why interview notes must always be mirrored into the case file

Next step: Watch the Implementation lesson to see the exact Notes → Chronology workflow, then download the Module 1 templates.