The Audit Trail tab provides a complete, chronological record of all field changes, tasks, and actions performed within a case. It includes an AI-powered insights dashboard that highlights critical items, actions requiring attention, client or third-party decisions, and potential compliance warnings. The full audit trail below allows users to review, filter, and inspect every change made to the case, including before-and-after comparisons of field modifications.
Feature Overview
Provide a comprehensive, filterable record of all changes and activities within a case, supported by AI-generated insights and summaries to help fee earners and compliance officers quickly identify critical updates, outstanding actions, and potential compliance issues.
Key Benefits
Complete change history – every field change, task, and action recorded with full detail
AI-powered insights – automated analysis highlighting actions required, client decisions, and compliance warnings
AI summary – a text-based overview of notable updates, critical tasks, and items requiring immediate attention
Change comparison – before-and-after view of field changes for full transparency
Advanced filtering – filter by entry type, time period, individual user, and action type
Compliance assurance – potential compliance issues automatically flagged for review
Target Users
Fee Earners
Case Handlers
Partners/Supervisors
Compliance Officers
Support Staff
Key Features
AI-Powered Insights
Automated analysis of audit trail entries to surface actions required, client decisions, and compliance warnings
AI-generated text summary highlighting notable updates, critical tasks, and items requiring immediate attention
Compliance issue detection using an algorithm that scans audit trail entries for potential concerns
Change Tracking & Comparison
Complete record of every field change made within the case
Before-and-after comparison view for all field modifications
Full attribution showing which user made each change and when
Advanced Filtering
Filter by entry type (field changes, tasks, or all entries)
Filter by time period (today, this week, this month)
Filter by individual user to review a specific person’s changes
Filter by action type (task creation or other actions)
Compliance & Governance
Potential compliance issues automatically flagged in the Warnings panel
Client and third-party decision tracking in a dedicated dashboard panel
Full audit history maintained for regulatory and governance requirements
Training & Support
Getting Started
Open a case and click the Audit Trail tab to view the page.
Review the four panels in the Critical Analysis & Insights Dashboard.
Read the AI Summary for a quick overview of notable updates and critical tasks.
Browse the full audit trail to see all field changes and tasks.
Click on an individual entry to view the detailed change comparison.
Try applying filters to narrow down the entries by type, time period, or user.
Best Practices
Check the Action Required panel daily for items needing urgent attention
Review the Warnings panel regularly to identify potential compliance issues early
Use the AI Summary for a quick overview before reviewing individual entries
Filter by individual user when reviewing changes made by a specific team member
Use the change comparison view to verify field modifications are correct
Review the Client/Third Party Decisions panel to stay informed of external decisions affecting the case
Support Resources
Documentation
User Guide available in Help Centre
Comprehensive help and support information available in Intercom hub
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