Get started with TS360
Create your actor account, household, and first record — then review your chronology and court-ready report. Same five-step path for every matter.
Workspace checklist
Optional · browser-savedFor admins and power users: a generic checklist for workspace orientation (safety review, live data, etc.). New actors should use the product setup guide above.
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- Step 1
Confirm scope and roles
Agree who is in scope (e.g. household, matter, counsel) and who may access the workspace. Keep sensitive narratives and identifiers in your secure systems — use TS360 for structured review, not long-form evidence storage in chat.
- Step 2
Pick the identifiers you will use
Decide the household id (and optional case id) you will pass into dashboard and Safety Review. Same pattern every time keeps demos and production reviews consistent.
Open dashboard →- Step 3
Document inventory pattern
For heavy matters, maintain an exhibit list elsewhere (page/Bates, short description). TS360 surfaces timeline and safety-oriented views when Azure procedures return rows — it does not replace your master index.
- Step 4
Walk the Safety Review flow
Use Safety Review to see critical signals, linked tasks, related timeline, optional BM party hints, and manual-only escalation actions. Nothing auto-notifies third parties.
Open Safety Review →- Step 5
When ready: live four-database reads
Turn on Azure connection strings and verify objects with the inspect script. The Case Reconstruction Engine™ (CRE™) checklist on Safety Review shows what is wired vs next.
See CRE™ checklist →
Also useful
- Timeline — chronological review when ANCHOR feeds are configured.
- Resource Center → Getting started — broader orientation outside the app shell.