The timeline is a feature made live in September 2023. There are two types - Matter Timeline and Individual Timeline.
There are two types of Timelines - The Matter Timeline and Individual Timeline.
Matter Timeline
The Matter Timeline can be found on the Matter Dashboard.
The purpose is to illustrate the chronology of activities relevant to each matter. Our timeline uses the same icons for each activity.
Those activities that are tracked are:
1. Matters - tracking when they are created, edited or deleted. The Matter #, Description and client details are displayed.
2. Time Entries & Fixed Fees - both when they are created and edited, specifying whether you edited it or if it was edited for you. The description & amount are also displayed.
3. Invoices - both when they are created and edited. Invoice amounts are displayed.
4. Receipts - both when they are created and edited. Rec #; Inv # & Amounts are all displayed.
5. Matter Expenses - both when they are created and edited. The description & amount are also displayed.
6. Documents - When they are created, edited or uploaded. The name of the document is displayed.
7. File Notes - both when they are created and edited. The details are displayed.
8. Trust - When receipts, withdrawals, trust to office and reversals are created. The description for each is displayed.
9. Safe Custody - both when they are created and checked out/in or removed. The description of the safe custody is displayed.
10. Tasks - both when they are created and edited. Task details are displayed.
11. Integrated Searches - e.g. InfoTrack. It displays the name of the search.
How can the Matter Timeline benefit your firm?
The timeline can be used to:
1. Audit work already completed on a matter.
2. Verify which staff member worked on a matter on a particular day.
3. Clarify which staff member generated a particular document, trust transaction, invoice etc.
4. Show when a time entry or disbursement is edited - SILQ provides the before information as well as the after information.
It is often difficult when there are a few or more staff members within a firm to understand why a particular activity has been created, edited, or deleted on a particular matter and even more so when an anomaly is found weeks later; relying on memory isn't always accurate.
In those instances when you want to know exactly what has happened on a matter - the timeline will give you all the information you need. The entries on the timeline cannot be altered by any staff members making them highly accurate.
Individual Timeline
The Individual Timeline is found in My Profile, under the Silhouette icon in the top right hand corner of SILQ. It can also be found on the Individual Dashboard.
It tracks the same things as those tracked on the Matter Timeline, however in this case it tracks each activity for the user irrespective of the matter. It does so in chronological order.
How can the Matter Timeline benefit your firm?
Staff members are able to keep track of all activities they have actioned in SILQ.
They are able to audit themselves and ensure that all time entries have been completed.