One of triConvey's unique tools is the ability to keep track of every activity being done on a particular matter. Activity Intelligence is similar to having an activity tracker like a Fitbit or pedometer that helps you remember every new matter opening, event, task, document, email, memos, and even matter administration.
Rather than spend extra time trying to remember everything that was completed for a client or to create a spreadsheet or itemised report, do your work in triConvey and use the activity tab within matters.
How Activity Duration is Tracked
1. The Description column describes the Activity type and its trigger condition.
2. The Billing Increment Column describes how the Activity is translated into a billable unit, which appears as an invoice item. These units can be set as 1 minute, 6 minutes, 15 minutes, or custom increments.
| Activity Type | Description | Activity Increment | Billing Increment |
| Lead opened | Activity that is measured when a new lead is created. It will be logged as <<Lead Name>> in triConvey. | Rounded up to the nearest minute | As selected in Billing units |
| Matter opened | Activity that is measured when a new matter is created in triConvey. It will be logged as <<Matter Name>> in triConvey. | Rounded up to the nearest minute | As selected in Billing units |
| Matter Administration | Anytime the matter window is opened, and data entry is performed in any field under Matter details, an activity item is generated. This Activity is always tracked; however, you can choose not to include it in AutoTime. It will be recorded as Matter Review in triConvey. | Rounded up to the nearest minute | As selected in Billing units |
| Document | When creating, editing, or reviewing a Word, Excel, or PDF document, an activity item is generated. It will be logged as <<Document Title>> created>><<Document Title>> created, then edited, <<Document Title>> reviewed, or <<Document Title>> edited in triConvey. The timer starts when you open a document from triConvey. As long as it is the active window and you are clicking, scrolling, typing or moving your mouse over the document, the timer is going. If you pause one of those activities for more than the duration of your firm's default billing units (1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the active window or saving and closing the document will stop the timer immediately. | Rounded up to the nearest minute | As selected in Billing units |
| File Preview | If you review a file in File Preview for more than 30 seconds, it will be recorded as a document activity. The timer will continue as long as the preview is open and you are interacting with the document by clicking, scrolling, typing, or moving your mouse. If you pause for more than the duration of your firm's default billing units (1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the preview or changing to another document for review will stop the timer immediately. | Rounded up to the nearest minute | As selected in Billing units |
Email activity is grouped daily per person per matter as emails are sent or received. In order to be recorded, a matter needs to be tagged to the email. Time will not be logged if the email is not associated with a matter prior to closing.
The timer begins as soon as you open an email or hover your cursor over it in the preview pane. It will continue as long as the email remains the active window and you interact with it by clicking, scrolling, typing, or moving your mouse over it. If you pause one of those activities for more than the duration of your firm's default billing units (1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the active window will stop the timer immediately. Emails reviewed for a minimum of 10 seconds are recorded as activity. If an email is reviewed again within a 10-minute window, the accumulated time will be applied. | Rounded up to the nearest minute | As selected in Billing units | |
| Memo | The activity is tracked whenever a new memo is saved to a matter, viewed, or edited. This will be logged as Memo edited – <<Memo Title>> or Memo created – <<Memo Title>> in triConvey. If you pause one of those activities for more than the duration of your firm's default billing units (1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the active window or saving and closing the memo will stop the timer immediately. | N/A | As selected in Billing units |
| Intake | Activity is measured whenever reviewing or working (entering responses or using internally) in an Intake Form. | Rounded up to nearest increment | As selected in Billing units |
| Event | Calendar events in triConvey that occurred in the past are shown as activity items. This will be logged as <<Event Name>> attended in triConvey. If the event time and duration change, these will be updated in the activity duration. | Manual Entry | Manual Entry - Duration of the Calendar Event |
| Task | When a user marks a task as completed, a task activity is created. This will be logged as <<Name of Task>> in triConvey. This occurs regardless of whether the task is marked completed from the task list, daily digest, or mobile app. | Manual Entry | Manual Entry |
| Activity | An action to create an item that will operate as a task. This will be logged as <<Name of Activity>> in triConvey. | Manual Entry | Manual Entry |
| Messages | Activity in the Client Portal is recorded when a user spends at least 30 seconds sending a message or previewing a file. Reading messages for at least 10 seconds is also recorded. The timer starts when you click on the message. As long as it is an active window and you are clicking, scrolling, typing or moving your mouse over the message, the timer is going. If you pause one of those activities for more than the duration of your firm's default billing units (1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the active window or message will stop the timer immediately. If the client opens the file during review, entries will be created for both the Messages and Document review time portions. Client Portal activity is also tracked from the Mobile app. | Rounded up to the nearest minute | As selected in Billing units |
| RingCentral or Zoom calls | Incoming and outgoing RingCentral or Zoom calls will be logged as completed tasks in Activity section. If a phone number is associated with a contact and matter, this task will automatically be added to the matter. If the phone number is not associated, the call will still be logged. Users can assign the activity to a matter based on the caller ID information. | Rounded up to the nearest minute | Tracked by RingCentral or Zoom |
| Archie | Activity is recorded when working under the Archie tab in a matter in the triConvey desktop app. For Activity purposes, user interactions with Archie include moving the mouse into the Archie UI (the chat panel, not the history panel) and clicks, scrolls, or typing while the Archie UI has focus. Activity will continue to record until the Archie tab is closed or the matter window is closed. However, idle time will begin if no activity in the Archie tab is detected. In addition, all full length activities under 30 seconds will be discarded. | Rounded up to the nearest minute | As selected in Billing units |
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