Every session, every change. Kept forever.
A live command center for editing in flight. A permanent timeline you can slice by document, person, or period. CSV export to your SIEM. Firm-wide policies for retention and idle timeout.
Unstick stalled work in seconds, without losing a draft
The Active tab buckets every session in flight: Needs attention (stuck or near expiry), Editing now, and Paused. Click any stat card to filter. Per-row actions: Release frees the session and preserves the draft for whoever picks it up next; Discard permanently throws the work away. Both confirmation-gated, single-row only by design.
- Three live buckets: Needs attention / Editing now / Paused
- Release vs Discard, never bulk, always intentional
- Default to Release: drafts survive; the document becomes available again
Needs attention
3
Editing now
7
Paused
12
Schematic. Replace with real screenshot.
A complete event log, kept forever for compliance
Every session lifecycle event recorded permanently: started, paused, resumed, handed off, approved, rejected, published, discarded, expired, released by admin. Switch between a Timeline view (events grouped by day with a daily activity chart) and a Table view (sortable columns, exportable to CSV). Filter by period, filter by closures-only, free-text search.
- 10+ event types, every state transition recorded
- Timeline view with daily volume chart, or sortable Table view
- CSV export for SIEM, audit, or quarterly compliance review
By document. By person. By period.
Click any document name in the History tab and you land on that document's full session story. Click a user identifier and you land on every session that user touched. Same UI, four scopes.
Document timeline
"What happened on Lease_v3 last quarter?" Every session, hand-off, approval, and discard in chronological order.
User timeline
"Show me everything Sarah did last March." Full session history for one user, with summary counts.
Firm-wide rollup
A single chart of activity by day across the firm. Filter by period, by outcome, free-text search.
Set the rules once. They apply uniformly.
Three knobs in the Settings tab (Idle timeout, Stuck threshold, and Draft retention) apply firm-wide. Lower retention to clean up; raise it for litigation hold. Users can't override them. Owners get email warnings 7 days and 1 day before retention expiry, so nobody loses work silently.
- Idle timeout: when the editing session auto-releases (default 5 min)
- Stuck threshold: when a session shows as "Needs attention"
- Draft retention: 7 to 365 days, default 30. Email warnings before expiry.
Built for legal review, not for typing in the same paragraph
One draft per document, shared by the team. Whoever opens it next picks up where the last person left off, with every change attributed, every hand-off recorded, and the reviewer always seeing a stable version.
Why sequential ownership
Real-time co-authoring is great for shared brainstorming. For legal review — where attribution, stable versions, and a clean audit chain matter — sequential ownership wins. Two lawyers typing in the same clause is the legal version of a race condition.
- Every edit attributed to one author with one timestamp
- Reviewers always see a stable draft, never a moving target
- No conflicting saves, no overwritten work
How hand-off works
You open a document, you make changes, you step away. The session auto-releases on idle. Your draft is preserved. A colleague opens the same document and picks up exactly where you left off. You get an email when they take over.
- One draft per document, shared across whoever picks it up
- Hand-offs recorded permanently, visible in History
- Email notification when a colleague continues your draft
Audit is one piece. Access enforces it.
A timeline is only useful if access is enforced first. Custom roles, per-user overrides, and per-file restrictions decide who could do what; the Sessions Dashboard records what they actually did.
A complete record. A live command center.
Triage live work. Slice the audit trail any way you need. Export to CSV. All on every plan, even Free Trial.