Every action across CRM, mail, chat, documents, tasks, approvals, AI and compliance feeds into one timeline. Auditors, regulators and managers get instant answers.
Every module in the HubSecure workspace contributes to the evidence timeline automatically. Nothing requires manual transcription or post-hoc reconstruction.
New client record, owner assigned, onboarding status set — all captured with actor, timestamp and tenant context.
Document name, uploader, version, access permissions and expiry — recorded the moment the file is stored.
Secure mail and ShieldChat messages are logged by actor, thread and client reference — without exposing content.
Identity verification, adverse media scan, sanctions check — each result logged with source, score and decision.
Every AI suggestion, summarisation, classification and retrieval is attributed, timestamped and tied to the triggering user.
Approval chain, reviewer identity, decision, attached notes and final state — preserved as a signed workflow record.
Signatory identity, IP, timestamp, document hash and completion status logged as a tamper-evident signature event.
Threshold breaches, screening hits and manual flags captured with rationale, severity and assigned reviewer.
Export actor, scope, recipient, format and timestamp recorded — so the act of auditing is itself auditable.
From the first client record to the final audit export — every step is captured automatically, linked to the client and queryable by anyone with the right role.
Pull every event linked to a client record — approvals, files, screening results, signatures — in a single filtered view. No manual cross-referencing.
Scope the timeline to a specific period, module or event type. Narrow from 50,000 events to the 12 that matter for the regulatory question at hand.
Export the filtered timeline as a signed PDF or structured JSON. The export itself is logged — auditors get proof that the evidence package was produced and by whom.
Book a demo and see how every action across CRM, compliance, documents and AI feeds into one exportable, auditable record — automatically.