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Security and data
For Firm owners, privacy administrators, and security reviewers

Preserve evidence, export through governed paths, and treat deletion as a distinct legal decision.

Filter audit events by the available actor, action, resource, date, or result fields. Open an event for its recorded detail and preserve the link or export according to firm procedure.

An empty filtered result means no matching event was returned for the authorized scope; it is not proof that an event could never have occurred outside that scope.

In the workspaceOpen Audit Log

Data and Privacy provides the workspace's available export and privacy operations. Confirm scope, authorization, destination, encryption, retention, and who will receive the file before starting an export.

Exports create another copy that must be governed after it leaves the platform.

In the workspaceOpen Data and Privacy

Matter closure, policy retention, legal hold, privacy requests, and workspace deletion are different operations. Determine which rule governs, record the decision, and avoid deleting data merely to remove it from daily navigation.

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Matters, documents, time, invoices, trust money and the client portal, in one firm workspace.