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Access control and audit trails: know who did what in your firm

A change history settles doubts, fixes mistakes and protects the firm.

Equipe IntegraLegal · 2 min read · Intermediate
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"The deadline was set for the 15th, now it says the 18th. Who changed it?" Without an activity log, this question turns into an argument. With an audit trail, it's a ten-second lookup.

What an audit trail records

  • Who made the change;
  • When it was made;
  • What changed (previous and new value);
  • Where (which case, deadline or document).

What it's for day to day

  1. Fixing mistakes quickly, by going back to the previous value;
  2. Clarifying responsibilities without accusations;
  3. Demonstrating diligence to the client and, if necessary, in professional liability discussions;
  4. Complying with data protection rules, which value traceability of processing.

Auditing isn't surveillance

The goal is to protect the firm and the team, not to monitor every click. Communicating openly that changes are logged, and why, creates an environment of greater care — not fear.

Combine it with permissions

Permissions define what each person can do; the audit trail shows what was done. Together, they form the minimum internal control of an organized firm.

How IntegraLegal solves this

In IntegraLegal, changes to cases and deadlines are recorded with author and date, deadlines keep a transfer history and the Financial Center has an audit trail. Combined with per-user permissions, the principal has full control without having to ask anyone.

Run an auditable firm: try it free for 7 days.

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Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.

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Equipe IntegraLegal

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