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Compliance

Audit trail

An immutable record of every change made in the system. Written automatically, editable by nobody.

Entries shown
12
Most recent 200
Last 7 days
7
Timekeepers active
5
Records touched
11

Nov 02, 2026

1 entry
  • AK
    Draft invoice raised for $2,555.00 including advanced costs
    InvoiceINV-2025-0531·Aaron Kellerman
    Created
    14:00

Nov 01, 2026

1 entry
  • EW
    Statute of limitations date recorded and calendared firm-wide
    Matter2025-0147·Eleanor Whitaker
    Updated
    12:00

Oct 31, 2026

1 entry
  • EW
    Prospective client recorded. Flagged HIGH RISK — general counsel sign-off required before any engagement
    ClientVASI001·Eleanor Whitaker
    Created
    14:00

Oct 30, 2026

2 entries
  • TB
    Intake status changed from In progress to Verified
    ClientSTAN001·Tyler Boone
    Updated
    15:00
  • AK
    Matter opened following conflicts clearance and signed engagement letter
    Matter2025-0201·Aaron Kellerman
    Created
    11:00

Oct 29, 2026

2 entries
  • EW
    File note: no substantive work pending return of signed engagement letter
    Matter2025-0182·Eleanor Whitaker
    Updated
    10:00
  • TB
    Engagement letter follow-up sent to client (4th request)
    ClientDALG001·Tyler Boone
    Updated
    09:00

Oct 26, 2026

1 entry
  • EW
    Conflicts memo filed: former-client screen under Rule 1.9, written waiver obtained
    Matter2025-0147·Eleanor Whitaker
    Updated
    15:00

Oct 22, 2026

1 entry
  • EW
    Part payment of $6,000.00 received on account
    InvoiceINV-2025-0496·Eleanor Whitaker
    Payment recorded
    13:00

Oct 17, 2026

1 entry
  • MC
    Payment of $10,790.00 received in full satisfaction
    InvoiceINV-2025-0455·Marcus Cross
    Payment recorded
    16:00

Oct 14, 2026

1 entry
  • MC
    Status changed from Open to On hold at client request
    Matter2025-0092·Marcus Cross
    Status changed
    10:00

Oct 07, 2026

1 entry
  • DR
    Document filed to matter 2025-0147
    DocumentIME report — Dr. A. Petrosyan.pdf·Daniela Reyes
    Created
    13:00