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Compliance Records

Immutable audit trail
across firm and matter activity

Every major action in duely contributes to an append-only audit record with actor, timestamp, context, and workflow history — giving firms a cleaner operational record when they need to review a matter or explain what changed.

Why this matters

Audit and review pain comes from missing chronology. If the team cannot see who changed what, when, and in response to which trigger, the record loses credibility fast.

duely treats audit history as part of the product, not a back-end afterthought. Matter actions, approvals, and status changes contribute to a clear timeline while sensitive suspicious matter activity stays out of shared views.

What is included now

01

Append-only event history

Immutable log where entries can only be added, never modified or deleted.

02

Actor and timestamp tracking

Every entry identifies the user who performed the action and when it occurred.

03

Matter and firm activity context

Audit events cover matter creation, scoping, verification, risk assessment, approvals, and exports.

04

Approval history

Record approver identity, timestamp, and decision rationale for every approval event.

05

Filtered visibility for sensitive SMR activity

SMR audit events stay in the same immutable stream as every other compliance action — but are filtered out of non-AMLCO reads at the query layer. The immutability story holds without leaving a separate, sneakable audit log behind.

06

Support for evidence pack generation

Key audit events are automatically excerpted into evidence packs, providing decision context.

Regulatory basis

Record-keeping under the AML/CTF Act

  • Record-keeping: 7 years from relationship end or service provision
  • Records must include: who, what, when for every compliance action
  • Audit trail must be tamper-evident and complete
  • Retention anchor: date + documented reason per matter

Give your team a clearer chronology of compliance work

Append-only audit history with actor tracking, timestamps, and evidence pack support.