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See Everything That's Happened Across a Client — in One Timeline

Every folio already keeps its own activity trail: when the client opened it, which documents arrived, what the AI pulled out, what synced to your CRM. But a single client often has several folios on the go at once, and answering a simple question — "what's the latest with this client?" — used to mean opening each folio in turn and reading its timeline separately.

The new Event Timeline rolls all of that up to the client level. One feed, ordered newest-first, showing every event across all of that client's folios — with search and a one-click filter to zero in on exactly the kind of activity you're looking for.

The client Event Timeline — every event across all of a client's folios in one feed, with a Folio column so you always know which folio each entry belongs to.

What's New

One feed for the whole client

Open a client and you'll find a new Event Timeline tab alongside Client Folios, Client Details, Uploaded Files, and Notifications. It gathers every event from every folio belonging to that client into a single chronological list — opens and updates, document uploads, AI extraction and synopsis, CRM writes, storage saves, and notifications sent. No more hopping between folios to piece together what happened when.

A Folio column so you never lose context

Because the feed spans multiple folios, each row names the folio the event belongs to. A quick scan tells you not just what happened but where — and a Details link on every row takes you straight to that folio when you want the full picture.

Filter by the kind of activity

A filter panel lets you narrow the timeline to one family of activity in a single click:

  • Folio — opens, updates, reviews, acceptances, expiries, closes
  • File — documents added or removed
  • Notification — requests, reminders and updates sent to the client
  • AI — document processing, field extraction, and synopsis
  • Insight — fields added or updated by AI Insights
  • Storage — files saved to your connected storage
  • CRM — field syncs and notes written to your CRM

Pick CRM to audit exactly what's been pushed to your pipeline, or AI to review everything the assistant has done — without the rest of the noise.

Search the timeline

A search box filters the feed by the text of each event, so you can jump to a specific document name, action, or service in seconds instead of scrolling.

How to Use It

  1. Open any client from your Clients list.
  2. Click the Event Timeline tab in the left menu.
  3. Browse the combined feed — newest events first, each tagged with its folio.
  4. Use the filter to focus on one family of activity (CRM, AI, Storage, and so on), or the search box to find a specific event.
  5. Click Details on any row to open the folio that event belongs to.
💡 Where to look

Each individual folio still has its own timeline on the folio page — unchanged. The client Event Timeline simply sits one level up, combining them all so you can see the client's full activity at a glance.
  • AI Automation — Automatic field extraction from uploaded documents, surfaced in the timeline
  • Document AI Reader — How every uploaded file is parsed before AI extraction runs
  • File Storage Integrations — Save client files to your connected storage, with each save recorded as an event