See who changed what,
and when
A running history of what happens across your firm: work created and edited, status changes, files, comments and client updates, each with the person who did it.
One timeline for the whole firm
Every change to work, clients, files, statuses and comments is listed newest first, grouped by day, with the name of the person who made it.
- Work, clients, files, statuses and comments
- Grouped by day, newest first
- Every entry shows who made the change
Search and filter in seconds
Search by client or activity, or tap a filter to show only clients, work, files, status changes or comments. Click any entry to jump to the client or work item.
- Search by client or activity
- Filters for Clients, Work, Files, Status, Comments
- Click through to the client or work item
A log on each work item
Each work item has its own Log tab with just its history. Changes made automatically, such as recurring work or automations, are logged as ProCharted (automatic).
- A Log tab on every work item
- Automatic changes are labelled clearly
- Entries stay readable after an item is deleted
You decide who sees the firm log
The firm-wide Activity Log is visible to admins and to people you give the View Activity Log permission. Everyone else does not see it in their menu.
- Admins plus anyone you grant access
- Turn access on per person in Settings
- Permissions checked on the server too
Know what happened, without asking around
on a real firm’s workflow.