Review Firm Contributions

Use this page when you need to see which team members changed client work during an audit-log period.

1. Open Contributions

Click Contributions in the left sidebar. Start with the summary numbers, then use the filters before interpreting the tables.

Contributions page with summary, filters, contributor table, and client table marked

2. Filter By Client

Open the Client filter when you only want contribution activity for one or more clients. Search, select clients, then read the contributor and client tables below.

Contributions client filter popover with search and client selection marked

3. Filter By Actor

Open the Actor filter when you need to isolate a person, automation, import, or AI activity. The same summary and tables update to match the selected actor scope.

Contributions actor filter popover with actor search and selection marked

4. Open The Client Behind The Activity

Use the shortcut at the right side of a client row when the contribution summary points to a client that needs review.

Empty Or Unexpected Results

If the page looks empty, widen the audit-log period first, then clear the client and actor filters. Contributions are based on audit activity, so a quiet period can legitimately show no results.

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