How to track changes and activity within a matter
The Feed tab allows you to track everything happening within a matter in one place. This includes changes made by attorneys or staff, updates or uploads from clients, and system events (e.g., invitations accepted, integrations synced). You can access the Feed tab from the matter details screen.
You can quickly:
- Confirm if a client uploaded a requested document
- See when information was added or updated
- Track key events like invitations or integration syncs
- Reconstruct changes if something was modified or deleted
The feed displays a timeline of activity, grouped by user and type of change. You’ll see who made the change, what was updated, when it happened, and additional details (expandable where available).
It shows changes within a single matter, so to check activity across multiple matters, you will still need to open each matter individually.
How to filter activity in the feed tab
You can use the filters at the top of the feed to narrow down the activity and quickly find what you’re looking for. This is especially helpful when a matter has a lot of updates.
Start by using the User Type filter to control who the activity is coming from. You can view all activity, limit it to only client actions, or focus on updates made by your firm’s staff.
Next, the Record Type filter allows you to focus on specific types of information within the matter, such as answers, assets, contacts, documents, or requested documents.
The Action Type filter lets you refine results even further by showing whether something was created, updated, or deleted.
You can also enable Only info events if you want to view high-level system activity, such as when a matter was submitted, an invitation was accepted, or a sync occurred. This provides a cleaner, simplified view of key milestones without detailed data changes.
If at any point you want to return to the full activity view, simply click Reset Filters.
Frequently Asked Questions
Does the activity feed send email notifications?
No. Because of the volume of activity, sending an email for every update would quickly become overwhelming and less useful. The feed is a centralized place to review changes when you need to.
Can I see activity across all my matters at once?
No. The Feed tab shows changes within a single matter, so to check activity across several matters you open each matter's Feed tab individually.
How do I find a specific change quickly?
Use the filters at the top of the feed: User Type (all, clients only, or firm staff), Record Type (answers, assets, contacts, documents, requested documents), and Action Type (created, updated, or deleted). Turn on Only info events for a simplified view of key milestones like submissions, accepted invitations, and syncs. Click Reset Filters to return to the full view.
Can I check whether a client uploaded a requested document?
Yes. Set the Record Type filter to requested documents, or scan the timeline: each entry shows who made the change, what was updated, and when it happened.