Matter history
The History tab of a matter details a list of changes that have been made to the case.
The audit trail includes details on:
- The time and date of the change
- The change that was made
- The user who made the change
The History records information on:
Matter Actions
Section titled “Matter Actions”- Matter creation
- Matter state changes including:
- The matter being deleted
- The matter being restored
- The matter being placed on hold
- The matter being taken off hold
- Changes to the assigned Fee Earner
- Requested matter exports
- Completed matter exports being added to the matter
- Amendments to the matter address fields
- Changes made to the matter reference
- Postponement or dismissals of matter alarms and traffic lights
- Locking or unlocking of the matter
Matter Tasks
Section titled “Matter Tasks”- Task state changes including:
- Tasks being marked as completed
- Tasks being marked as outstanding
- Tasks being marked as not-applicable
- Addition of tasks
- Deletion of tasks
- Deletion of task notes
- Renaming of tasks
- Reordering of tasks
- Changes to task visibility including:
- Tasks being made visible to stakeholders
- Tasks being made private to stakeholders
Matter Data
Section titled “Matter Data”- Changes to the data saved to a Custom Field of a matter, including:
- New data added
- Existing data amended
- Data deletion
Form Submissions
Section titled “Form Submissions”- The status of form submissions on a matter, including:
- Forms submitted as pending
- Forms accepted
- Forms rejected
- Forms resubmitted
Matter Folder
Section titled “Matter Folder”- Renaming of emails or files within the Folder
- Moving Folder items to the trash can
- Restoring folder items from the trash can
- File reviews marked as resolved
Stakeholders
Section titled “Stakeholders”- Stakeholders being removed from a matter
- API Payloads added to a matter