Everything that happens in LawVu gets recorded in an activity log that you can review at any time.
This includes field updates, file previews, file uploads, matter/contract assignments, changing settings, and much more.
In this article:
You will find three types of Activity logs in LawVu:
Profile Activity
Here you will see all the Activity logs for your profile.
To access it, click on your profile picture, go to My Profile, then Activity.
The activity feed will display a list of all the actions you've performed in LawVu, from newest to oldest :
Matter/Contract Activity
Contains the history logs for the matter or contract you are viewing. Whether you're not sure where you moved a file to or want to know when the Matter Manager was assigned, you can find all this and more by opening the matter/contract and going to the Activity tab. You also have the option to export them to an Excel file.
Account Activity
As an Administrator, you will have access to the organization's account Activity logs by going to Settings / Account activity :
Similarly, you will see a list of logs for the whole organization. If needed, you can sort and filter it further.
In this example, we are displaying the activity logs for a specific timeframe:
Filtering, sorting, and exporting the Activity logs to Excel
Users often want to check for certain items in the matter/contract/account activity. We now offer them the possibility to filter/sort and export the generated data to Excel. The columns you can filter on are: ID, Date, Action, Entity, Target User, Description, Matter/Contract Name, Task Name, and File Name.
Begin by using the grid as the baseline, either by clicking Add filter+ at the top or using the Filter icon:
For example, filter by User:
Whenever 'System-LawVu Support' is displayed under the User column, this means the action was performed automatically by the system (for example, by changes to the matter type fields) and not by a specific user.
The export function works the same manner as an export from the grid and contains the relevant data in each column in Excel. To begin the export, click on the 'Export to Excel' icon on the top right of the grid and wait a few seconds for the file download to start:
Watch this short animation exporting the activity logs to excel.