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Tick only what is genuinely ready. Your downloadable summary separates completed items from the work that remains.
Your preparation summary
How to read this in Canada
Keep the record in layers: what the plan says, the dated event and its source, then what happened next. A fact stops being useful the moment it is written up as a legal conclusion.
Canadian rules can come from federal, provincial or territorial law. Start with the order or plan that applies to you, and keep its exact terms, such as parenting time or decision-making responsibility.
If you need to correct an error, add a dated note rather than editing the original. Keep routine events near the disputed ones so a family lawyer in your province or territory can judge which facts actually matter.
Your province or territory matters
Family law in Canada mixes federal and provincial rules. Say which province or territory you live in and which court is involved. Use the terms from your own order, such as parenting time or decision-making responsibility. If you are not sure whether the Divorce Act or a provincial law applies, ask a lawyer.
Begin with the purpose of the meeting
Write the issue, decision or question that needs expert input. A focused purpose helps you select the relevant date range and prevents the meeting from becoming a tour of every difficult event.
Provide the current arrangement first
Include the complete current order, parenting plan or written agreement before listing alleged deviations. Identify the clause or term connected to each selected event without presenting your reading as a final legal conclusion.
Use a short chronology and evidence index
Give each key event one timeline row and point to the detailed note or source reference. Keep originals available separately. The summary should help the expert locate information quickly rather than replace it.
List gaps and questions openly
State where dates, sources or notes are unknown or disputed. End the pack with the practical questions you need answered. Accurate gaps are more useful than a polished narrative that hides uncertainty.
Make the pack easy to use in the room
Put a one-page index first: purpose, date range, three priority questions and the references for each key event. Number files consistently, keep originals in a separate folder and confirm the expert's preferred secure transfer method before sending anything sensitive.
Before you share your record
Everything above is about keeping your own record. Before you show any of it to someone else, a few extra steps help.
Keep what you share short. Include the current order or plan, a factual timeline and the files that matter, and say plainly where something is missing.
Privacy, court and evidence rules differ across Canada. Ask a family lawyer in your province or territory before you file or share records.
Say which province or territory you are in, and whether the Divorce Act or a provincial family law applies. Use the terms from your own order.
Court timeline
Turn your screenshots into a court timeline
Have the messages and receipts as screenshots? Casewell reads them, puts them in date order and turns them into a neutral court chronology with an exhibit pack. Try it free, and pay once if you download the documents.
Or keep a dated record as things happen in the Casewell app.
Should I include every record I have?
Usually not in the working pack. Select records relevant to the meeting purpose and keep the complete archive separately.
Does this create a court filing?
No. It creates a planning checklist and summary. A qualified expert should advise on formal documents and filing requirements.
Does Casewell receive the checklist answers?
No. This free tool saves progress only in the browser on the device you are using.
Does this replace provincial or territorial guidance?
No. Federal, provincial and territorial family-law rules can interact, and court process differs across provinces and territories. Check your own order and the official guidance for your province or territory.
Sources
Federal, provincial and territorial family-law rules can interact, and court process differs across provinces and territories. The official source gives orientation only. This page is a documentation guide, not legal advice.
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