Overview
The Timeline is your claim's activity log. It records everything- status changes, document uploads, manual entries like phone calls, tasks, and milestones.
Location: Left sidebar > Timeline tab
Populating Your Timeline from Documents
If you've uploaded files to your claim and want Brelly to automatically build out your timeline, open Co-Pilot and run the Update Claim Data flow. This reviews all your uploaded documents and auto-fills your timeline with key events, dates, and milestones- along with updating your claim and property details.
After that, the Timeline continues to record new activity as you work on your claim, and you can always add manual entries too.
Brelly can build your timeline automatically. Start by uploading your claim documents to the Files section, then open Co-Pilot and run the Update Claim Data flow. Co-Pilot will review all your uploaded documents and populate your timeline with key events, dates, and milestones with no manual entry needed.
Once your timeline is populated, it continues updating your actions automatically as you work, and you can use the Update Claim Data flow at any time to further update.
If you'd prefer to add entries individually, use the New Entry button to log things like phone calls, notes, or custom events.
What Appears in the Timeline
Automatic Events
Status updates, document uploads, note creation
Payment/expense records, estimate submissions
Contact changes, inspection records
Manual Entries
Notes — add a text note or observation
Contact Creation — add a new contact
File Upload — upload files related to the claim
Payment Entry — record a payment received
Expense Entry — log an expense or cost
Estimate Submission — submit or update an estimate
Inspection Event — record an inspection or site visit
Status Update — update claim status or milestone
Custom Event — create a custom timeline event
How to Add a Timeline Entry
Click New Entry in the Timeline header
Select the entry type from the dropdown (Note, Contact Creation, File Upload, Payment Entry, Expense Entry, Estimate Submission, Inspection Event, Status Update, or Custom Event)
Fill in Title (required), Description, Date
Click Save
Filtering
By event type - Toggle types on/off
By action - Created, updated, or deleted
By search - Full-text search across events
When 3+ identical events occur in a row, they auto-group into a collapsible section.
Common Questions
Q: How do I get my timeline filled out from my documents?
Upload your files to the Files section, then open Co-Pilot and run the Update Claim Data flow. It will review your documents and automatically populate your timeline with key dates and events.
Q: Can I log a phone call with my adjuster?
Yes- click New Entry > Contact Creation.
Q: Can I export my timeline?
Timeline export is not currently available. You can use filters and search to find specific events.
Q: Why are there events I didn't create?
The Timeline automatically records system events for a complete audit trail.