Activity Timeline
Every call, email, note and task against a record, in order, on one thread, so picking up someone else's file takes a minute.
Illustrative UI only. Data and individuals shown are fictitious; any resemblance to real persons or data is coincidental.
One thread per record
Calls, emails, meetings, notes and tasks land on the same timeline instead of scattering across five different places.
Filter to what you need
Narrow the thread to a single activity type, or group it by period, when a file has years of correspondence on it.
Email arrives on its own
Correspondence is linked to the records it relates to, so the timeline fills in without anyone forwarding anything.
Last touch always visible
Each record carries when it was last worked, so a stalled file shows up in a list rather than being opened to find out.
Why we like this one
The real cost of a scattered history shows up when someone is on leave and a client wants an answer today. A single ordered thread per record turns that from an archaeology exercise into a scroll, and it is the feature people notice within an hour of using the platform.
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