Notes → Chronology — Implementation (Real Time)

What You’ll Do in This Implementation Lesson

  • Turn raw interview notes into a clean chronology (neutral, time-ordered)
  • Flag missing dates, unclear sequences, and any “invented” details
  • Save the final chronology into the case folder (mirroring)

In this implementation lesson, you’ll watch the exact workflow: raw intake notes → clean chronology using the included prompt and templates, with a line-by-line accuracy review. The goal is speed without drift.

Implementation Video: Notes → Chronology

Video coming next.
This implementation lesson will show the exact Notes → Chronology workflow using the Module 1 templates and prompt.

You’ll use: Chronology Capture Sheet + M1 Notes → Chronology Prompt (from Module 1 Downloads).

Step-by-Step Workflow

  1. Open the Chronology Capture Sheet.
    Use the basic columns: Date (or Approx.), Event, People Involved, Notes.
  2. Paste the raw notes into the Notes → Chronology prompt.
    Keep the input exactly as captured—do not “clean it up” first.
  3. Generate the chronology output.
    The output should be neutral, time-ordered, and 1–2 sentences per event.
  4. Review line-by-line for safety.
    Check for invented facts, wrong dates, missing time markers, and altered sequences.
  5. Flag gaps immediately.
    If you see “late 2023,” write a follow-up question to confirm the month. If a sequence is unclear, mark it.
  6. Mirror the final chronology into your case folder.
    Save as a local document (Word/PDF) with a clean file name and date.

Non-Negotiable Safety Rules

  • Do not add facts. If it wasn’t in the notes, it doesn’t belong.
  • Mark unclear dates as Approx. Then list what you need to confirm.
  • Separate source language. Use “Client reports” or “Witness reports” where appropriate.
  • Always mirror. AI output must live inside the file, not only inside a chat session.

Next step: Go to Module 1 → Templates & Downloads to grab the Chronology Capture Sheet and the Notes → Chronology prompt, then complete your first chronology.