What Gets Recorded
A running ledger of matter activity.
These events are captured as they happen and stamped with the actor and time. No one has to remember to log them — the history builds itself as the matter moves.
Records You Can Trust
History that holds up later.
Versioned documents
Every regeneration creates a new version. Prior versions stay available for reference and audit, so you can always see what a document looked like at any point.
Append-only notes
Matter notes are attorney-only and cannot be edited or deleted. A correction is added as a new note, so the record of what was known and when stays intact.
Review flags
Interview field flags preserve their notes and history even after they are cleared, supporting internal review and clean handoffs between team members.
Know exactly what happened on every matter.
Give your firm an automatic, attorney-only record of activity and document versions — built as you work.