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
This includes changes made manually by your team and those made automatically through actions taken by a stakeholder, for example, through submission of a form.
The History records information on:
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
- Task state changes including:
- Tasks being marked as completed
- Tasks being marked as outstanding
- Tasks being marked as not-applicable
- Addition of tasksThis includes tasks added at a matter template level.
- 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
- Changes to the data saved to a Custom Field of a matter, including:
- New data added
- Existing data amended
- Data deletion
For details on changes made to a stakeholder's Contact Card, please see their Contact History.
Form Submissions
- The status of form submissions on a matter, including:
- Forms submitted as pending
- Forms accepted
- Forms rejected
- Forms resubmitted
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
- Stakeholders being removed from a matter
For any other changes to contact cards on a matter, please see their Contact History.
API
- API Payloads added to a matter
