The Firm Feed and Matter Feeds provide you with an overview of your firm's activities with respect to any client or matter. Activities that are tracked include:

  • Creating and updating forms

  • Creating and updating tasks

  • Creating and updating invoices

  • Creating and updating notes

  • Creating and updating messages

  • Creating and updating contacts

  • Creating and updating matters

  • Creating and updating events

You can search your feed by:

  • the firm member's name

  • the client's name

  • the matter's name

  • the content of the resource that was created or changed (e.g. the name of an event or the content in a note)

  • the type of resource (e.g. "task", "invoice", etc.)

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