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What your firm has, and what’s happened to it

Your record shows what your firm holds and everything that has happened to it.

You can read all of it. Putting a change back from that list is being built — for now, making the change again is how you put it back.

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Resending an invite, correcting a mistyped address, looking at the app as one of your people sees it, and taking a copy of everything are all being built. Ask us in the meantime and we will do any of them for you.

What your firm has, and what’s happened to it

Version 1 · last confirmed 11 Aug 2026

This is the page itself, not a summary of it. It says what it says because somebody wrote it down and confirmed it on that date.

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