Personally I use third party apps like Sill, Fediview and Murmel and Phanpy which all have versions of algorithmic timelines for catchup. Whether something of this kind of built in to Mastodon in future is still open for discussion, but I’m not aware of a plan to spend time on it in the next couple of releases at least.
The upcoming 4.4 release has a generator based on a template, which was this one. We will look into whether we need to put that feature on hold from the 4.4 release while we work through this, however, yes the idea is that there would be a template set of terms that any instance could customise and adopt.
Legal stuff is complicated and we're not all, always, experts at everything. FWIW https://mastodon.social/@Mastodon/114709820512537821
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I moved from Evernote to Joplin a number of years ago, and now self-host the Joplin server and use Joplin on all of my devices. Great app. I'm afraid I can't help with the migration from that to something else, though!