Date types and templates
A date type is one category of date you want Judicio to look for: a name, a description, and nothing else. A run's date types are what the extraction searches for and what every result is classified under. Get them right and the chronology comes back organised; get them wrong and you have a long list of everything.
You never have to write them from scratch. Judicio proposes a set from your request or your documents, and you adjust it before running. A set you like can be saved as a template and reused.
Where date types come from
The Timeline home offers three routes, and all three end at the same list of date types.
| Mode | Caption on the tab | How the list arrives |
|---|---|---|
| Ask Judicio | Describe the timeline you want to build | You describe the timeline, press Generate date types, and Judicio proposes a named set. |
| Smart Suggestions | The number of documents ready to work from, or Needs documents | Judicio reads your selected files and proposes cards before you type anything. |
| Templates | Browse timeline templates | You open a saved set. It runs exactly as saved. |
The generated list
After Generate date types, the Ask panel is replaced by the proposed set under the heading Template recommended by AI, with your original request in a card above it and a Change query button to rewrite it.
The generated date types
The set arrives named, ticked and counted. Nothing runs until you press Start timeline in the footer.
| Control | Where | What it does |
|---|---|---|
| Template name and count | Info bar above the list | Names the suggested set and reads 2 of 6 date types selected. |
| Regenerate | Info bar, right | Asks Judicio for a different set from the same request. |
| Save as template | Info bar, right | Opens the save modal. Disabled while nothing is ticked. |
| Row checkbox | Each row | Includes or excludes that date type from the run. |
| Row edit control | Each row | Opens the inline form on that row. |
| Row delete control | Each row | Removes the date type from this run. |
| Add date types | Foot of the list | Opens the inline form empty, to write one yourself. |
| Deep Mode | Footer, left | A more thorough pass. See below. |
| Start timeline | Footer, right | Opens the confirmation modal. Disabled while nothing is ticked. |
The inline form is headed Add new date type or Edit date type. It has a name field and a description field, and Save and Cancel. Save stays disabled until the name is filled in. A date type that constrains its output to a fixed list of values also shows an allowed-values editor, and cannot be saved empty.
With no files selected, the panel shows Select files to see suggestions instead.
The Start-from grids
Smart Suggestions and Templates both render a grid of cards inside a collapsible section: Start from a suggestion and Start from a template respectively. Each card names the set and counts its date types. A suggestion card is tagged Suggested from your documents; a saved card is tagged with the category it came from.
| Control | Where | What it does |
|---|---|---|
| Category pills | Above the grid, Templates only | Filter to Judicio templates, My templates or Shared with me, each with a count. Smart Suggestions serves one category, so it shows no pills. |
| Regenerate all | Section header, Smart Suggestions only | Rebuilds every AI suggestion at once. |
| Create template | Section header, plus icon | Opens the Templates hub ready to author a new timeline template. |
| Manage templates | Section header, gear icon | Opens the Templates hub filtered to timeline templates. |
| Page arrows and range | Below the grid | Six cards per page. |
The reveal panel
Selecting a card opens a panel beneath it, in the same grid. It is where you inspect a set before spending anything.
| Control | Where | On which cards |
|---|---|---|
| Back | Panel header, left | Both. Closes the panel and returns to the grid. |
| Regenerate | Panel, right of the name | Suggestion cards only. Asks for a different set. |
| Save as template | Panel, right of the name | Suggestion cards only. Disabled while nothing is ticked. |
| Edit template | Panel, right of the name | Saved templates only. Opens that template in the Templates hub. |
| Row checkbox, edit, delete | Each row | Suggestion cards only. A saved template's rows are read-only. |
| Add date type | Below the rows | Suggestion cards only. |
| Deep Mode | Panel footer, left | Both. |
| Start timeline | Panel footer, right | Both. Disabled without documents, and the button says why. |
A suggestion card's panel carries the same Template recommended by AI heading as the Ask flow. A saved template's panel is headed Saved template and states that the run uses every date type in the template, and that changing what is included means editing the template itself.
An empty Smart Suggestions grid reads No AI suggestions yet. An empty template category reads Nothing saved in this category yet. and offers Create template.
Deep Mode
Deep Mode appears wherever a run can be started: the composer rail, the generated list's footer, the reveal panel and the confirmation modal. All four are the same setting. Its tooltip reads More thorough analysis. Best for complex or lengthy legal documents. Uses more credits.
On the Starter plan the chip is visible but disabled, with an Upgrade link beside it and the note Premium models are available on Professional and above. Upgrade to unlock Deep Mode.
Saving a set as a template
Save as template opens a modal titled Save as template. For a personal workspace it is one step; in an organisation it is two, shown as Review template then Visibility.
On the first step, Template name is required, the count line states how many date types are included, and each is listed with edit and delete controls plus an Add date type button. The primary button reads Save template, or Save and continue when a visibility step follows.
The visibility step asks Who can see this template?
| Option | What it means |
|---|---|
| Personal | Only you can see and use this template. |
| Organization | Share with your organisation members. Choose All members, or Specific members and tick them from the roster. |
Back returns to the first step and keeps what you typed. Save template writes it.
A saved template appears under My templates on the Templates tab of the Timeline home, and under Shared with me for anyone you shared it with.
Reusing a template
Open the Templates tab, pick the category pill, open the card, and press Start timeline in its panel. Saved templates are browsable with no files selected, but the run still needs documents before it can start.
Next steps
- Getting started - the full path from an empty home.
- Viewing your timeline - how date types drive the category filter and the By date type view.
- Editing dates - add documents or date types to a finished timeline, and refresh a changed definition without changing the saved template.
- Workflows and templates - the Templates hub the Create and Manage actions open.