A dated record of every change on a claim file: who made it, when, and what the value was before and after. In CRM For Claims it is the Project Activity Log on each project.
Claim audit trail for contractors and public adjusters: who changed what on the file, and when
A claim audit trail settles the argument when a carrier, a homeowner or your own rep disputes the file. In CRM For Claims every project keeps one, the Project Activity Log, and it fills itself as people work.
Date & Time
Category
User
Event
Nov 3, 2026 4:12 PM
Claims & Insurance
Dana Ortiz
Deductible: $2,500.00 → $1,000.00
Oct 28, 2026 2:05 PM
Claims & Insurance
Sam Keller
Date of loss: 6/14/2026 → 6/18/2026
Oct 27, 2026 9:31 AM
Project Changes
Sam Keller
Primary Representative: Lee Park → Dana Ortiz
Oct 22, 2026 11:48 AM
Files
Dana Ortiz
File "carrier-estimate.pdf" uploaded to Estimates
Oct 20, 2026 8:00 AM
Tasks
System
Task "Call the adjuster" was created by the system
Start from the argument, then set the filter
The log opens from the Project Records link on the project, newest line first. It filters by Category, User and a From and To date, and a search box looks inside the text of every entry.
-
"My deductible was never $2,500."Category: Claims & InsuranceSearch: deductibleEvery value that field has held, with the person who typed it. The rest of the policy fields are set out on insurance claim tracking.
-
"Why did my commission drop?"Category: Project ChangesSearch: commissionA team line with the old and new percent for that person. How the money follows is on commission tracking.
-
"Did we have the estimate before that meeting?"Category: FilesFrom and To around the meetingThe upload line with the file name, the folder and the minute. Folders are explained under claim document management.
-
"Who moved this job out of that stage?"Category: StagesSearch: the stage nameOne line for when the project entered and another for when it left, each with a name.
-
"What did Sam touch on this file last week?"User: SamFrom and To for that weekThat person's lines on this project, across all categories, ready to read top to bottom.
One line taken apart: the old value stays readable
A trail that only says "claim updated" sends you back to memory. Each line here names the field and shows what it held before and after, so the Event column can be read without opening anything else.
Stamped to the minuteNov 3, 2026 4:12 PM
Filed underClaims & Insurance
Credited toDana Ortiz
The changeDeductible: $2,500.00 → $1,000.00
- A person, company or carrier chosen from a list appears by name in the line, so nobody has to decode an internal number.
- Lists such as invoices, payments and expenses are compared item by item, and each item that changed gets its own line.
- An edited task lists what moved, such as who it was assigned to or its deadline.
- If someone saves from a screen opened before a colleague's change and puts an old value back, that reversal is written down too.
What is left after something gets removed
A file dispute often turns on a thing that isn't there any more. These are the lines that stay behind.
A note, deleted
A deleted note leaves a line with who wrote it, when they wrote it, and its text.
A note, reworded
An edited note shows the earlier wording next to the new wording.
A file, renamed or moved
The upload line keeps the name and folder the file had that day.
A whole project, deleted
Moving a project to Deleted Projects writes a line, and restoring it writes another.
An adjuster's phone, changed
A change to a contact writes the same line on the projects that list that contact, so each file shows it. The directory itself is on contact management.
Who the User column names when no one was signed in
Plenty of changes arrive with nobody at a keyboard. A line like that is credited to where it came from instead of being left blank.
The person, by full name
System (scheduled job)
Website lead form
Customer (online payment)
So when a claim shows a payment nobody in the office remembers entering, the line tells you the customer paid online. A stack of paper or a shared sheet can't tell you that, which is one reason offices move off them, as the page on spreadsheets and a claims CRM explains.
Who can read the log, and what it keeps out
Opening the log is a permission of its own, View Page under Project Records, ticked per user alongside the other roles and permissions. Lines about a note appear only for people the Notes tab would show that note to.
Social Security numbers, dates of birth, ID documents and income are never quoted, and the line says only that the field changed.
Drawn example of a sensitive changeContact "Lee Park": SSN: changed
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
The old value and the new one, side by side, for each field that changed. Sensitive fields such as a Social Security number are the exception: the line says only that the field changed.
The page only reads: it has filters, a search box and page numbers, and no control that changes a line.
No. Saving a change on the project writes the line, with no extra step.
The log works per project. For one user across the company, the Session Activity right opens a day by day list, described on the page for owners.