Activity Log Overview – Tracking Individual Performance & Billing

Activity Log Overview

The Activity Log gives you a clear and complete view of everything happening in your system, all in one place. Each entry includes the Activity (what action was performed), Activity By (the person who performed it), and Created On (the exact date and time it occurred). Whether it’s a document being created, an invoice update, or a trust transaction, you can quickly see who did what and when. With simple date filters, search, print, and export options, it helps your firm stay organized, maintain transparency, and keep an accurate record for reporting and compliance.

You can also review your individual performance directly from the User Dashboard. It provides a quick overview of your billable hours, billing summary, and time entries. This helps you easily track your productivity and progress in one place.


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