Timeline
The Timeline is a single, chronological record of everything that has happened on a matter — step changes, documents, correspondence, field updates, notes and tasks — so you can see the whole story at a glance.
What the Timeline shows
Open the Timeline tab to see the matter's activity in reverse date order, most recent first, grouped under each day. Every entry is time-stamped and shows who was responsible. Between them, these entries capture the key moments in a matter's life, including:
- Step changes — when the matter moved from one workflow step to another.
- Documents added — files generated or uploaded to the matter.
- Field updates — changes to key data such as a priority or filing date.
- File notes added — notes recorded against the matter.
- Tasks added and completed — work items as they're created and finished.
- Automations — actions taken automatically on the matter.
Why it's useful
Because the Timeline pulls all of this together in one place, it's the fastest way to catch up on a matter you haven't touched in a while, to confirm exactly when something happened, or to see who did what. Rather than opening the tasks, documents and correspondence panels one by one, you can scroll a single history.
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