Help centre

Use the audit log

See who did what in your firm and when, filter by person, area, severity or date, and export the record as a CSV file.

Firm adminsUpdated 11 Oct 20262 min read

What the audit log records

The audit log is a record of changes to your team, firm profile, matters, documents and billing. It also covers clients, intake, your subscription and the assistant. Entries are kept for 7 years and can't be edited.

To open it, go to Settings, then Audit log under Security. If you're not a firm admin, the page says Only firm admins can see the audit log.

Read an entry

Each row shows:

ColumnWhat it shows
WhenThe date and time of the change
WhoThe person who made it, or System when Chronica did it automatically
ActionWhat happened, for example "User invited". The colour shows the severity
DetailA plain description of the change
MatterThe matter's reference, linking to the matter, when the change belongs to one

Newest entries come first. Below the table you can see how many events are showing out of the total. Click Load older events to see more.

Severity

Every entry has one of three levels: Info, Notice or Warning. Warnings are deactivations and other high-risk changes. In the Action column, warnings show in red, notices in amber and info in grey.

When there have been warnings today, a red bar above the table shows how many. Click Review to see only today's warnings, and check that each one was expected.

Find what you're looking for

Use the filters above the table. You can combine them.

  1. Type in the search box to look for a person, a word in the detail, or a record id.
  2. Choose a person from Everyone to see only what they did.
  3. Choose an area from Everywhere: Team and firm, Matters, Clients, Intake, Documents, Billing, Subscription or Assistant.
  4. Choose a level from Any severity.
  5. Pick a date range from Any date.

If nothing matches, click Clear filters to start again.

Share a filtered view

The filters are saved in the page address. Copy the address to send another admin the same view.

Export to CSV

  1. Set the filters for the entries you want.
  2. Click Export CSV at the top of the page.

Chronica downloads a CSV file with every entry that matches your filters, which you can open in Excel or Google Sheets.

Questions

Can I delete or correct an entry?

No. The audit log can't be edited, so it stays a reliable record.

Why does Today show "Firm activity" for some people and not others?

The Firm activity card on Today comes from the audit log, so only firm admins see it. See Find your way around Today.

How do I let someone else see the audit log?

Give them the Admin role. See Roles and permissions.

Was this helpful?Open Chronica