The running journal of everything that happens on a case.
The Activity Log
The Activity tab is the case’s journal — a reverse-chronological feed of calls, emails, notes, document events, and deadlines, all in one place. Some entries you add by hand; many are recorded for you as work happens elsewhere in the case.
The feed pulls together several streams automatically: notes you’ve logged, document custody events, the opening-document milestones from intake (retainer sent, HIPAA signed, conflict cleared), deadlines, and email activity. The result is a single timeline of the whole case, not just one corner of it.
Each row shows the date and time, the entry type (as a colored badge — note, call, email, text, filing, task, system, or deadline), and a subject with a short preview. Calls and emails also show whether they were inbound or outbound, and rows can carry small status chips — a failed delivery, an item needing review, a deadline’s due/completed state, or a flag that an email may contain medical records.You can search the feed, filter it by type or by who logged the entry, and sort by date, type, or subject. Clicking a row expands it to show the full detail.
The + Add Entry button opens a form to log a note, call, email, or text by hand. You set the type, the direction and duration for a call, the contact it relates to, the date, who logged it, an optional subject, and the body. This is how you capture the things that happen off-platform — a phone call with the adjuster, a text from the client — so the case journal stays complete.One thing you can do right from the timeline: when a deadline appears in the feed, you can mark it complete without leaving the page.
