01

Choose a simple structure

Use one row per event. Include the date and time, what occurred, who was involved, the source that supports the entry, and a follow-up note. A spreadsheet, document, or notebook can work. The best format is one you can update without losing source files.

02

Anchor the timeline to records

Begin with dates that can be checked: the event, report creation, medical visits, tests, referrals, work restrictions, insurer contacts, and major expenses. Name the supporting file beside each entry. If two records conflict, preserve both and flag the difference.

03

Separate facts from recollection

Write what a record says as a fact about that record, not as proof every detail is correct. Label personal recollections as notes and use “approximately” when a time is uncertain. Never backdate a note or make it appear contemporaneous when it was created later.

04

Add consequences without exaggeration

Record missed work, changes in duties, cancelled activities, new appointments, and help you needed from others. Use specific dates and examples. Avoid medical conclusions or legal labels that a treating professional or lawyer has not supplied.

05

Review it for the next decision

Highlight missing reports, unanswered insurer requests, upcoming appointments, and documents you cannot locate. The timeline is a navigation tool, not a substitute for the underlying records or advice about legal significance.