Viewing the History of a Matter

Jan 5, 2026
Knowledge

How To

Any changes made to the Matter Details section under the Details & Correspondence tab or Critical Dates section under the Calendar & Tasks tab of a matter are stored in its history. You can also view which user created the matter.

Desktop
Web

Right-click a matter on the Matter List or open a matter and Click the ellipsis icon () at the top-right corner of the window (either on the Details & Correspondence tab or the Calendar & Tasks tab) and select History of Changes.
Click Load more to see older versions.

Each Version will show when the last change was made and by which staff member.
Expand the Version to see what the changes were.

Click to edit heading

For more information on how to Compare Two Matter Versions, please click here.

Right-click a matter on the Matter List and select History of Changes.

The History of Changes window will open.
Click the drop-down arrow next to a version to expand and see what the changes were.

Each Version will show when the last change was made and by which staff member.

Click to edit heading

For more information on how to Compare Two Matter Versions, please click here.

Last Modified Date

1/5/2026 4:57 PM

Title

Viewing the History of a Matter

URL Name

Viewing-the-history-of-a-matter-US

Resolution