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Writer's pictureJedidiah Cassinelli

How to Prepare Painless Participant Indexes With Chronicle

The ability to prepare participant indexes quickly and painlessly is within reach.

With Chronicle, identifying attorney designations, listing titles, and organizations alongside participants makes the participant log more useful than ever! 


Since name normalization came to Chronicle, getting a list of unique names for a case has been just one click away. This has been an excellent basis for generating participant logs when needed. However, it's just one of many ways to use Chronicle to help with cases.


With the latest Chronicle release, preparing participant indexes –or participant logs– gets a boost with the ability to add metadata to a normalized name.


How to Prepare Painless Participant Indexes With Chronicle

Chronicle customers have requested three additional key pieces of information for normalized names that we were happy to deliver:


  1. Attorney Designation 

  2. Title 

  3. Organization 

 

With these added, now, when you create or edit normalized values, you can also provide the accompanying information — making keeping track of who's who easier than ever! 


Reusable Work Product Rules 


How to Prepare Painless Participant Indexes With Chronicle

It's great to be able to specify the participant information as part of your normal process, but not having to do it is even better.

 

All of the new information can be imported into your case right alongside the normalized names you can already import. 


So whether you've already built up the information or you're exporting from another case with Chronicle, you can import the attorney designation, title, and organization ahead of time and save your reviewers from the extra work! 


Prepare Participant Logs Better, Faster, Stronger


How to Prepare Painless Participant Indexes With Chronicle

Chronicle 2.4 also kicks up the horsepower of the name normalization processes.  Both analysis and field write-back have been tuned to be faster for the mega cases that happen from time to time and the smaller ones that are ongoing daily. 

 

And besides just being faster in general, you can now spin up multiple agents to speed through the work like never before. Priv logs –and the name normalizations that love them– are always on a quick timeline, and Chronicle is ready to help get you across the finish line in record time! 


Ready to simplify your participant index process? Reach out ➜

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