Overview

The Activity Intelligence (AI) function tracks all work you undertake within the EvolveGo application. You can then convert these activities to time entries.

Activities tracked include the time it takes to open a new matter and input the data, time spent subsequently amending any matter data, the time allocation to a calendar event and the time allocated to a task which is recorded as activity at the time the task is marked as complete and time that is spent creating, editing and reviewing Word documents, emails memos.

TABLE OF CONTENTS

• Overview
  • Activity Screen
  • Editing and updating Activities
  • Converting Activities to time entries

Activity Screen

The recorded activities are accessed via the Activity section of the EvolveGo main tab.

Select the time period to be reviewed (1), specify the staff member and matters or leads you wish to view, the staff member will default to the current user (2), select/de-select the activity types to be reviewed (3), organise the view to be displayed, activities can be grouped by Day, Matter or Activity type (4), review the recorded activities, the matter/lead can be opened by clicking on the relevant hyperlink (5). 

Editing and updating Activities

Recorded activities can be updated by clicking on the ellipsis to the right of the activity.

The matter will be hard coded but can be replaced by selected the ‘X’ (1) and searching for the correct matter. The duration (2) and rate (3) can also be updated and an activity and description added as required. Once all fields have been updated click Save (4).

Converting Activities to time entries

Once an activity is ready to be converted to a timed entry select Add. 

This will add the activity as an entry on the matter card ready to be billed.