Set up AutoTime activity tracking

AutoTime is a feature that allows triConvey to track activities automatically. It's especially helpful in calculating time billing or determining how much time was spent working on a Fixed Fee matter.

AutoTime tracks activity and inactivity, so you don't have to remember to start/stop a timer if you are interrupted or try to remember what activities you worked on.

Table of Contents

• Enable AutoTime
• How AutoTime operates in the background
• Add activities not tracked by triConvey AutoTime
• Disable AutoTime
• Good to Know

Enable AutoTime

AutoTime needs to be enabled on a user-by-user basis.

1.    Select the gear icon from the top-right corner of the triConvey Home Dashboard.

2.    Select Staff & Users.

3.    Double-click the user's name to open their details.

4.    Select the Billing tab.

5.    Enter an Hourly Rate for the user.

6.    Tick Enable automatic creation of time entries.

7.    Tick and untick the components of triConvey that you want AutoTime to track.  Refer below for details on what each component means:

Component to be tracked	Purpose of component	Notes
Group activities as one time entry	Will summarise activities.	If this option is unticked, fees will be listed in the Subject column when viewing entries in the Time & Disbursements view. The summary field can be edited in the Time & Billing section of triConvey Settings.
Send email when time entries are automatically created	Will enable a daily email listing time-related activities transferred to Time and Disbursements.	AutoTime users receive an email as soon as their AutoTime run has been completed. The email will be sorted by matter including the entry duration and amount.
Mark my time entries as billable	Will automatically apply all-time recorded activities as billable items in Time & Disbursements.	This does not mean they are automatically billed, as you still have the opportunity to review entries before including them in invoices.
Include Matter Administration activities	Will record the time spent amending information in a triConvey Matter.
Include Memo activities	Will record the time spent creating Memos.
Group email-based time entries by subject line	Will group activities for related emails
Do not create time entries on Closed matters	Will stop AutoTime entries from being created if the matter status is marked Closed.
Only create billable time entries on first email read	Records the time spent only on opening an email for the first time. This is per user/log-in based.

8    Select Save.

How AutoTime operates in the background

Every night, AutoTime will take all your recorded activities in Activity Intelligence during the day and automatically create time entries for you.

You can view these time entries before they're included in the nightly AutoTime run by going to the Time & Disbursements from the triConvey Home Dashboard. They are marked as Pending.

Once the AutoTime run has been finalised, these time entries will be available in triConvey Billing to add to your invoices. You can also manually finalise entries before the nightly AutoTime run.

You will receive an email when your AutoTime run has been completed overnight. The email will be sorted by matter, including the entry duration and amount.

Add activities not tracked by triConvey AutoTime

To manually add any other time activities not tracked by triConvey, such as phone calls:

1.    Either:

1. select the Activity tab from the triConvey Home Dashboard; or 
2. select Activity from the Matter Action Bar in a Matter.

2.    Enter the details of the activity.

3.    Once saved, this activity will be transferred into Time & Disbursements if AutoTime is enabled. Otherwise, select Add from Activity on the left panel.

AutoTime transfers tracked activities to Time & Disbursements overnight but can be forced to update at any time by selecting Review AutoTime.

Disable AutoTime

To disable AutoTime for a user:

1.    Select the gear icon from the top-right corner of the triConvey Home Dashboard.

2.    Select Staff & Users.

3.    Double-click the user's name to open their details.

4.    Select the Billing tab.

5.    Untick Enable automatic creation of time entries.

Tip:  The settings related to AutoTime will be automatically disabled and appear greyed out.

Good to Know

• Double-click on any fee entry to view more details or edit and delete the entry.
  
  
• You can refresh the list of time entries at the bottom of the Review AutoTime table.
  
  
• The duration of time entries is tracked in hours:minutes.
  
  
• Enabling AutoTime will remove the ability to use Time Finder.
  
  
• You can apply discounts on Autotime entries when creating an invoice. The discount will apply to the whole invoice.
  
  
• AutoTime entries can be edited and modified before sending an invoice to a client. You can edit the date, description, duration, rate, and amount. These updates will not be reflected in Activity; they will only be reflected in the time entry.
  
  
• AutoTime entries are not automatically billed.