Find out who changed what
Trace changes to a structure, timeline, board, matter or group, with who, when and what made the change.
Screenshots are taken from the app on every release. Updated 2 November 2026.
A holding on the chart is not what you remember, a deadline has moved, or the client asks when the disclosure letter was marked as sent. Before you ask round the team, check the activity log: it shows what changed, whose name it is recorded under and when, with the automation, external agent or linked date behind a change where that detail is recorded.
One question decides where you look. Is it about one piece of work, or the matter as a whole? Each structure, timeline and task board keeps its own log; the matter and the client group keep one across their work.
On a structure or timeline
Open the structure or timeline and click the history icon (Activity Log) at the top right, beside the speech bubble and Share. On a structure that shows a ribbon of tabs, it is under Collaborate.
The Activity Log opens at the side, newest change first. Each entry says what changed, who changed it and how long ago.
Where many changes were made together, the entry reads, for example, "12 changes relating to" the elements concerned. Click the underlined number of changes to see each one.
Click More at the bottom to load older changes.
On a timeline, the log also names changes to swimlanes, tags and stories, including a story's filters. Renaming a swimlane or tag shows its old and new name. Changes to the date format, date size and whether events on the same date are combined appear as setting entries.
On a task board
Open the board's Activity log view: changes to its tasks, columns and the board itself, including views, integrations and binder items, grouped by day under Today, Yesterday and the dates before. If the board has no Activity log tab, add the view; see give each workstream its own view.
For the history of one task, open the task (click the speech bubble beside its name) and choose Activity log: a new owner, a status change, a moved date.
Read the old and new values where the entry includes them. When a cell is cleared, Previously: … shows what it held. Date and Date & time values use the board's formats, for example "04 Nov, 2026" and "04/11/2026 14:30".
Click More at the bottom to load older changes.
Read what made the change
The name on an entry does not always mean that person edited the work by hand. Read the detail beneath the change before deciding whom to ask.
| Detail on the entry | What to check |
|---|---|
| Automation: … followed by the rule's name | The board rule made the change. Open its Run history to check the run and its steps; see automate the routine steps on a deal. |
| External agent | An external AI assistant made the change through the Juristic connector, under the user's name. Check the request you gave the assistant. |
| Follows … followed by a task or column name | A date linked by an offset moved with its source date. Check that date before changing the dependent deadline; see plan the deal timetable. |
| Previously: … | A cleared cell's old value, so you can tell what was removed. |
Older entries may lack these details or the previous value. A grouped entry shows a summary; open its underlined number of changes to read the individual entries.
On the matter or the client group
Open the matter. The Activity log widget on the overview shows recent activity across the matter. Only managers of the matter have it; a manager adds it to the overview under Edit matter layout, see set up the matter's front page.
Narrow it with the tabs at the top: All, or the icons for the matter itself, its structures, its timelines and its blocks (point at an icon to see which). Page through with the arrows at the bottom, and choose how many rows to show.
On a client group's page, the group's admins see the same Activity Log beside the list of matters.
Where to look
| Your question | Where |
|---|---|
| Who moved this box or changed this holding? | Activity Log on the structure |
| Who changed this event, or when was it added? | Activity Log on the timeline |
| When was this task marked done, and by whom? | Activity log on the task |
| What has happened on the deal checklist this week? | The board's Activity log view |
| Who has opened or worked on the board during a review period? | Board → Usage, for board managers; see check who uses the deal board |
| What has the team done on the matter since I was last in it? | The Activity log widget on the matter overview |
Tips from practice
- Check the source before you ask. If the entry names an automation or a linked date, check the rule or source date first. Otherwise, ask the person named on the entry why it changed.
- Show the client when a step was done. The board's Activity log gives the date a task changed status, which answers "when did this go out?" without searching your inbox.
- The log records, it does not undo. To reverse a change, change it back in the work; the log then shows both.
- Firm-wide security events are elsewhere. Sign-ins, access changes and other events across the whole organisation are in the audit log, which your administrators use; see check the firm's audit trail.
Working on the draft together right now? See discuss a draft with the team.