The Audit Trail page contains three primary sections: the Critical Analysis & Insights Dashboard, the AI Summary, and the Full Audit Trail.
1. Critical Analysis & Insights Dashboard
Location: Top of the Audit Trail page
Purpose: Provide an at-a-glance overview of key audit trail metrics and AI-surfaced insights.
Dashboard Panels:
The dashboard contains four summary panels:
Total Entries (Last 7 Days) – Displays the total number of audit trail entries recorded in the last seven days
Action Required – Highlights any items within the audit trail or fields that require urgent attention
Client/Third Party Decisions – Shows entries that are related to client or third-party decisions
Warnings – Flags potential compliance issues identified within the audit trail
The Warnings and Action Required panels are surfaced using an AI algorithm that analyses audit trail entries to detect potential issues and items requiring attention.
2. AI Summary
Location: Below the Critical Analysis & Insights Dashboard
Purpose: Provide a concise, AI-generated text summary of the audit trail for the case.
Information Displayed:
Notable Updates – Significant changes or activities that have occurred on the case
Critical Upcoming Tasks – Time-sensitive tasks that are approaching their deadlines
Items Requiring Immediate Attention – Any entries flagged as needing urgent action
3. Full Audit Trail
Location: Below the AI Summary
Purpose: Display a complete, chronological list of all field changes, tasks, and actions recorded against the case.
Entry Information:
Each entry in the audit trail displays the following information:
Entry Type – Whether the entry is a field change, a task, or another action
Description – What the particular item or change is
Individual – The person associated with the entry (typically the fee earner, but may be another user)
Date and Time – When the change or action was performed
Filter Options:
The audit trail can be filtered using the following criteria:
By Entry Type:
Field Changes Only – Show only entries where case fields were modified
Tasks Only – Show only task-related entries
All Entries – Show the complete audit trail (default)
By Time Period:
Today – Show entries from today only
This Week – Show entries from the current week
This Month – Show entries from the current month
By Individual User:
Filter entries to show only those associated with a specific user
By Action Type:
Filter by whether the entry was a task creation or a different type of action
Entry Detail View:
Clicking on an individual entry in the audit trail opens a detailed view showing:
Full Description – Exactly what was changed or what action was performed
Change Comparison – For field changes, a before-and-after comparison is displayed showing the previous value and the new value (e.g., an address or postcode change will show the original value alongside the updated value)
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