Track time from completed Activities

triConvey's Activity Intelligence helps keep track of everything you are doing in triConvey.

Rather than spend extra time trying to remember everything you completed for a client, use Activity Intelligence to save time and ensure you don't miss billing anything you do for a client. It is quick and easy to create a time entry from Activity intelligence.

Table of Contents

• What does Activity Intelligence track
• How to use Activity Intelligence for Time Entries
• Did you know

What does Activity Intelligence track

Activity Intelligence will track the following types of Activities in triConvey:

• Matter Opened - the time it takes to open a New Matter in triConvey and input the data.
  
  
• Event - the time allocated to a calendar event in triConvey.
  
  
• Task - the time allocated to a completed Task in triConvey.
  
  
• Document - the time it takes to generate and edit a document in triConvey.
  
  
• Email - the time it takes to generate and edit an email sent from triConvey.
  
  
• Memo - the time it takes to generate and edit a memo created in triConvey.
  
  
• Matter Administration - the time it takes to amend data entered on a triConvey Matter.

How to use Activity Intelligence for Time Entries

1.    Open your Matter and select the Activity tab.

2.    To add an Activity as a Time Entry for invoicing purposes, click the greed add button.

3.    You can amend the description and associated time on an Activity by clicking the ... button next to the add button.

4.    Once you have added an Activity, it will appear on the Time & Disbursements tab.

Learn how to add in an Activity completed outside of triConvey.

Did you know

• The default hourly rate that you have set up will be applied to any Activities added to the Time & Disbursements tab.
• You can amend the hourly rate applied to a Time Code by double-clicking on the entry from the Time & Disbursements tab.