Firm & DMS · Wissen und Organisation
Activity: Who Opened Which Case or Document and When
Enlarge imageThe Activity page shows who in the firm opened which case and which document and when, for you, your team and the client portal. Tabs separate “In my cases”, “Only by me”, “Firm” and “AI log”; filters narrow by event, action, agent run, document version, relationship graph and other types. Each row names the time, case and trigger, and for some actions “Undo” is available. This keeps it traceable what happened, including AI runs such as summaries or automatic screening.
To the feature: Conflicts & Compliance →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
