Timeline History in a Matter
Timeline History (History / Activity Log) is a chronological list of events in Jusnote that shows who, when, and what exactly was done in the system within a specific Matter. This activity log strengthens control over sensitive data and simplifies internal reviews and incident investigations—an approach commonly expected in SaaS solutions for legal practice management. Timeline History is also available in the Contact card and the User profile.
Why it matters
Security and accountability. When key actions are recorded, your team gains transparency: you can quickly confirm that data was not changed “by someone unknown” and identify who performed financial or administrative actions. Audit trail / audit logging practices are widely used to reduce mistakes, prevent misuse, and support internal control.
Control of sensitive areas. Certain events (for example, invoices and payments) are visible only to roles with the appropriate permissions—supporting the “need-to-know” (least privilege) access principle.
Faster answers to “what happened?”. In disputed situations (who changed data, who created a financial document, when an action occurred), Timeline History is the quickest way to get clarity.
Where to find Timeline History in Jusnote
Timeline History is available in three key places:
Matter → “History” tab
Shows events only for this Matter (all changes related to it).
Contact (Client) → “History” tab
Shows events across all Matters for this client—useful for getting full context quickly.
User card / User profile → “History” tab
Shows actions performed by a specific user (within the scope of events available to them).
Frequently Asked Questions
Why can’t I see invoice/payment events?
Records related to invoice creation, editing, or deletion, as well as payment registration or deletion, are restricted by access rights. These entries are visible only to users with the following roles/permissions: Administrator, Billing Manager, Accounts Manager, who also have access to the relevant Matter or Contact.
What’s the difference between History in a Matter and History in a Contact?
- In a Matter, Timeline History records events only for that Matter.
- In a Contact, Timeline History displays events across all of the client’s Matters (useful when you manage the client end-to-end).
Why is History available in the User profile?
To review the activity of a specific team member (within the scope of events available to them). This is useful for process control, onboarding/training, and reviewing non-standard situations.
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