Permitted inputs
You decide which documents can be used and how to anonymise them before you start.
England & WalesFor solicitors and small firms · Free worked example
Turn a case file into a chronology with the source of every fact.
Practise on a fictional file: the documents, the instructions, the resulting chronology with a reference to each document, and the checklist, including a real error so you learn to spot it.
5 quick questions · One complete worked example · No card needed
Every row: document, page, paragraph
Unsupported line stopped: NO SOURCE
- Internal team · draft v4
- Fictional practice materials
- Editable templates and answer keys
See the method work
Watch a file become a chronology where every row has a source.
The worked example from the free sample, step by step: fix the permitted file, give an instruction with limits, tie each row to its document and stop any line without support.
Silent animated illustration of the free sample’s worked example. Fictional file; no real product, client or matter is shown. The chronology prepares material for a lawyer’s review; it is not legal advice.
Read the demo as text
- Use only the permitted file. Only three fictional documents may be used: the order (D1, 2 September 2026) and two emails (D2, 4 September 2026; D3, 15 September 2026). Nothing else enters the instruction.
- Instruction with limits. The instruction asks for a chronology from D1–D3 only, with event date, document date, statement, source location and status. It keeps requests apart from confirmations, allows NO SOURCE and adds no law, authorities, findings or deadlines.
- Every row tied to its source. Four supported rows, each tied to a document, page and paragraph. Orion’s report of the delivery is attributed as its account, not independently verified.
- Unsupported lines are stopped. “Vale breached a binding delivery deadline.” has no source: D1 makes the date subject to written confirmation and D2 defers it. The line is logged as rejected and excluded from the chronology.
- A qualified person reviews. The review card: every row has a real document, page and paragraph, the two dates stay apart, reports are attributed, unsupported lines are excluded, and a qualified person reviews the chronology before anyone relies on it.
A supervised method
Every fact tied to its document. Every step reviewed by you.
Output linked to sources
Chronologies, summaries and comparisons where every line points to the source document and page.
Check and stop
If a fact has no source, the workflow stops and flags it for review. The final decision is always yours.
The concerns you're right to have
A conclusion without a source isn't a shortcut. It's a risk.
Authorities that don't exist
AI assistants can cite cases, sections or deadlines that don't exist. If nobody checks every reference, the error ends up in your document.
Data that shouldn't leave the firm
Pasting a file into any tool, without knowing where the data goes, sits badly with your duty of confidentiality.
Checking everything twice
If the output doesn't show where each fact comes from, you end up rereading the whole file. The supposed shortcut becomes double work.
Inside the worked example
One fictional file, checked step by step.
- A fictional file with numbered documents.
- Instructions that require a document and page reference for every fact.
- The resulting chronology, with one line flagged 'no source'.
- The checklist to run before using any output.
- A typical AI error and how we caught it.
Read it straight away in your browser and download your personal PDF.
Start with the free worked exampleWho it's for
For small firms that stand behind every document they send.
Made for
- Sole practitioners.
- Partners in small firms who want one shared method.
- Associates who prepare files and first drafts.
- Paralegals and legal operations staff.
It's not for you if you want
- Legal advice: this is training for legal professionals.
- A system that files documents or calculates deadlines for you.
- A tool that replaces your professional judgement.
Editorial approach
Prepared and checked by Internal team.
The examples use fictional inputs and illustrative outputs. Internal editorial and technical checks cover the source consistency and PDF files. No external professional endorsement, documented beginner trial or live AI-product test is claimed.
- Fictional material for practice without client data.
- Draft v4 · revised 26 September 2026.
- Exact sources, reusable templates and answer keys in the companion pack.
What you need to start
To practise, all you need is an AI assistant and the fictional file we provide. You don't upload any real documents.
- A text-based AI assistant; with real data, only the one your firm has approved.
- The fictional file we include: never practise on real matters.
- Some time to do the exercise and check every reference.
How it works
Three steps and it's yours.
Answer 5 questions
Your role and where AI would help. They're multiple choice; the only text question is optional.
Read the example straight away
The full worked example opens in your browser as soon as you submit the questions.
Download your personal PDF
Confirm your email with a code and download your copy, with your name and email on every page.
And after that
The worked example is one chronology. The ebook is the complete method.
The ebook covers the foundations (platforms, context, skills and agents, with the safeguards legal practice requires) plus four applications: source-linked chronologies; summaries and document comparison; matter preparation and administrative drafts with approval; and one complete matter with a verification log. Planned price: £55 inc. VAT. Not on sale yet.
Before you start
Frequently asked questions
Is it really free?
Yes. Answer the questions, read the full worked example and, if you confirm your email, download your personal PDF. We don't ask for a card.
Why do I have to answer questions?
So we know who's asking and what they need, and can improve the material. They're multiple choice and the only text question is optional. You get the same example whatever you answer.
Will I get marketing emails?
Only if you tick the optional marketing box, which starts unticked. You can unsubscribe at any time. Your access to the example doesn't depend on it.
Why is my name on the PDF?
The downloadable copy shows your name and verified email on every page. You'll confirm those details before it's generated.
Which jurisdiction does it cover?
This fictional preparation guide concerns England and Wales. Internal team prepared the draft; no independent solicitor endorsement is claimed. Scotland and Northern Ireland are not covered.
Can I use real client files?
Not for practice: use the fictional file. With real data, use only tools and settings your firm has approved and observe your duty of confidentiality.
Can I buy the full ebook?
It isn't available to buy yet. You can preview it and register your interest from your library, with no obligation.
Your next step
Try it on a fictional file.
Tell us your role and where AI would help. Then read the worked example and verify your email to download your personal copy.
- Answer 5 questions
- Read the example straight away
- Download your personal PDF
The draft example is awaiting release in this local catalogue. The questions open when that sample version is enabled.
The download carries your name and email on every page.