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Matters

Viewing Changes to a Matter

Tracker maintains a historical log of changes that have been made to a matter. The historical log includes the date and time a change was made and the name of the user who made the change.
Tracker also maintains a list of matters that have been deleted.
Required role | Only a company matter administrator can view information about matter audits and about deleted matters.

View the historical log for a matter

  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Click the name of the matter for which you would like to see a historical log.
  3. From the toolbar, click the three small dots icon, then select
    View history
    .

Export the audit history to a CSV (spreadsheet) file

  1. Select
    Matters
    >
    Matter list
     in the left navigation.
  2. Click the name of the matter for which you would like to see a historical log.
  3. 2. From the toolbar, click the three small dots icon on the toolbar, and click
    Export CSV
    .
  4. In the file download box, click
    Open
    or
    Save
    to view the spreadsheet immediately or save it to a location on your computer or network.
Audit data
The following information is included in a matter audit:
  • Matter creation
  • Closing or reopening a matter
  • Changes to any of the matter options (such as whether the matter is an internal matter or an external matter)
  • Change of the Lead Company Person
  • Change of the Lead Outside Counsel
  • Change of the organizational unit
  • Change of the practice group
  • Change of the invoice approval route
  • Change of the Accounts Payable route
  • Change of the matter default accounting codes
  • Date/Event notifications that have been sent

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Matter
  • Audiences: Company