Blog On Document Management For Litigators

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Identify Case Trends with Primafact 6 Chronologies and Reports

3D coloured men assembling puzzle isolated over white

In document-heavy litigation files, relevant details are typically spread across many pages of documentary evidence. Identifying key details is a core aspect of documentary review – but even more important is being able to put this analysis together into a chronology that tells a story about your case.

Primafact 6’s reporting capabilities go beyond simple “highlight and sticky note” markups and even traditional memos – at the touch of a button, Primafact distills your case annotations into digestible reports and chronologies, for quick and thorough case understanding.

EXPAND BUTTON WATCH THE VIDEO - Build a Case CHronology with PRimafact 6



 Benefits of Primafact 6 Reporting Tools

Building an Insightful Report

Setting Up Views For Saved ReportS

Understanding IssueS with Case Chronologies

Exporting Reports


Benefits of Primafact Reporting Tools

Cases can reveal new dimensions when examined from varied perspectives, and at different times over the life of the case. While a traditional memo provides a useful digest of key case content, Primafact 6 reports offer added flexibility – and trend-spotting power – as cases evolve. Plus, reports assembled in Primafact incorporate updated evidence as new information is added. You can report on any aspect of your annotated content such as return-to-work attempts, development of medical symptoms, and the history of medications. Repeating a chronology over time may illuminate an issue otherwise obscured in Case documentation. Coding annotations relevant to discovery and cross-examination also make it easy to prepare thoroughly and efficiently, with linked access to supporting content.

Building an Insightful Report

If you are taking the time to thoroughly review documents and record key details, you are already doing most of the work needed to build insightful reports. By including a few key details with your annotation, such as the timing of the subject evidence, issue type and adversarial value, you can quickly assemble annotation lists into chronologies to review developing issues, examination preparation lists and case preparation charts on-demand.

While a traditional memo provides a useful framework for case development, reports based on your Primafact annotations can more flexibly capture evolving case developments. Embedded links to source pages in Primafact ensure you always have instant access to the full evidentiary picture.

Setting Up Views for Saved Reports

Primafact 6’s new Annotation Views let you see refined case information at the touch of a button. Your saved View includes filtered annotations, selected annotation fields, and a defined sort order.

Saved Views are customizable and can be applied to individual cases and users. Views can be standardized for specific case types, or individually tailored for more complex matters. Content captured in your filters will evolve as you add new annotations to Primafact.

  Lower Back Chronology

Saved Annotation View - Lower Back Chronology


Understanding Issues With Case Chronologies

Case are designed to display the progression of issues in your case. Chronologies consist of annotation content and are presented in a timeline sorted by event date/time of the associated evidence. By applying filters to your annotations, you can create focused chronologies to quickly understand the evolution of a particular series of events, such as the progression of a complaint, or the progression of a particular issue in a certain timeframe, such as a return-to-work attempt. Chronologies can even be used to identify gaps in a case, such as long periods of time between treatment dates.

Exporting Reports

Primafact 6 offers several export formats for sharing and review outside Primafact. Most reports are created in a “table format” for quick pasting to Word, Outlook and Excel, or exporting directly to PDF.

Exporting Report2

Adverse Pre-Accident Health Complaints Report Exported to Word








Clicking on the document title or page in exported Word and Outlook reports takes you directly to the page reference in Primafact for instant access to context. This makes it easy for your team’s downstream reviewers to return to documentary specifics for a “deeper dive” into source documentation.


The new reporting tools in Primafact 6, combined with lightening-fast filter tools, leverage your team’s document review notes for powerful issue presentation on demand. Saved Views and flexible report-building ensure you’re always prepared with focused and up-to-date chronologies, case preparation charts and other relevant reports for efficient case understanding at every stage of your case.