Activity log

The Activity log is the audit trail for one client. Every event that touches them — a field edit, a form fill, a document upload, a signing, a portal login — lands here with a timestamp and who did it.

What gets logged

Categorized by event type. You can filter the view by any of these:

• Profile edits — who changed what, with before/after values
• Form fills & filings — which form, which member, and when
• Reviews — every Three Attorney Level Intelligence Review run against this client
• Document uploads + downloads — including who downloaded what
• Intake submissions — when the client submitted via an intake link
• Emails — messages sent to and received from the client
• Case status changes — open → in progress → filed → receipted
• Consent & form signings — every signed agreement and signed form
• Member access — who viewed the profile, useful for audits
• Portal logins — if the client has their own account, every login

Common things to look up here

The audit log is usually quiet — which is good. The times you’ll actually need it:

• “Who changed Maria’s address?” — filter by Profile edits
• “When did we receive that I-130 receipt notice?” — filter by Document uploads
• “Did the client sign the I-485 yet?” — filter by signings
• “Did the client log in last week?” — filter by Portal logins
• “Has anyone outside the matter accessed this client?” — filter by Member access

Exporting

Click Export as CSV to download the full filtered log. Use it for:

• Internal end-of-month audits
• Bar-association complaint responses — exactly who accessed the file when
• Building an RFE timeline of when each piece of evidence arrived

The Activity log is read-only on purpose

There’s no way to edit or delete entries. That’s deliberate — the log is your record of truth, and if it were editable it wouldn’t be worth anything.

Retention

Activity log entries are kept for the lifetime of the client. If the client is archived, the log freezes — no new events, but old ones are preserved. If the client is permanently deleted, the log is deleted with them.

End of the tour

That’s every tab on the client page. Bookmark Working with a client and use it as your jumping-off point any time you forget where something lives.