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The activity trail

What was changed, by whom, and when — written once and never edited.

Open this page Reviewed 24 September 2026

Step by step

  1. Read it per matter or as a list A case file carries its own trail; Activity shows everything you are entitled to see.
  2. Use it to answer "when did this happen" Stage changes, documents, invoices, sign-ins from new devices.
  3. Check it after anything unexpected A sign-in you do not recognise is the reason to change a password, not to wonder.

Worth knowing

  • No code path edits or deletes a trail entry. Only the retention sweep removes them, and it keeps anything to do with money or a matter for as long as the law requires books to be kept.

Questions

Can I see my junior’s activity?
You see the trail for the matters you can see, which includes what they did on them.

Next

All guides Reviewed 24 September 2026