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Bug #6412
openAudit trails : Audit Trail should capture valid text for Legal or General Matter - new Client invites.
Start date:
12/23/2025
Due date:
% Done:
0%
Estimated time:
Description
Steps:
- Log in to Lexiz.
- Click Matters, then select Legal or General.
- Click Create Matter.
- Create a new matter and client.
- Invite a new client and click Add Clients.
- Save the matter and click Submit.
- Go to Audit Trails and click the Category dropdown.
- Choose legal or general matter.
Expected Outcome:
Note : Applicable for Existing client
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