How Activity Duration is Tracked

One of Smokeball'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 Smokeball and use the activity tab within matters.

Activity Types and Conditions

Column Key:

  • The Description column describes the Activity type and its trigger condition.
  • The Activity Increment column describes how the activity is measured.
  • 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.
  • The Billing Idle Time column describes the conditions in which Activity is paused for billing purposes. 
Activity Type Description Activity Increment Billing Increment Billing Idle Time
Lead opened Activity that is measured when a new Lead is created. It will be logged as <<Lead Name>> in Smokeball.  Rounded up to the nearest minute As selected in Billing units N/A
Matter opened Activity that is measured when a new Matter is created in Smokeball. It will be logged as <<Matter Name>> in Smokeball.   Rounded up to the nearest minute As selected in Billing units N/A
Matter Administration

Any time the matter window is opened, and information is entered into any of the fields 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 admin in Smokeball. 

Rounded up to the nearest minute As selected in Billing units As selected in Billing units
Activity

An action to create an item that will operate as a task. This will be logged as <<Name of Activity>> in Smokeball.

Manual Entry Manual Entry N/A
Archie

Activity is tracked when working in the matter Archie tab in Smokeball desktop app. This includes typing, clicking, scrolling, or moving your mouse into the Archie chat window (not the history panel).

The timer will continue to run as long as the Archie tab remains open and active. If you stop interacting with Archie for longer than your firm's default billing increment (e.g. 1 minute, 6 minutes, 15 minutes, or custom), the timer will pause. Upon resuming the activity, the timer will resume. Closing the Archie tab or closing the matter window will stop the timer immediately.

This will be recorded as Matter related research and documentation in Smokeball. 

Any full length activities under 30 seconds will be discarded.

Rounded up to the nearest minute As selected in Billing units 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 Smokeball.

The timer starts when you open a document from Smokeball.  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.

Note: As firms cannot charge for time spent on invoicing, PDFs opened from the Billing > Invoice folder in Documents on a matter will not be billed.

Rounded up to the nearest minute As selected in Billing units As selected in Billing units
Email

Email activity is grouped daily per person per matter as emails are sent or received.

You can group by subject line per person, per day, per matter for AutoTime (set in staff member's settings).

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.

This will be logged as <<No.>> emails sent/reviewed regarding <<Email Subject Line>>.

Rounded up to the nearest minute

As selected in Billing units

 

Each item in a subject line group is rounded up to 1 minute

As selected in Billing units
Event

Calendar events in Smokeball that occurred in the past are shown as activity items. This will be logged as <<Event Name>> attended in Smokeball.

If the event time and duration change, these will be updated in the activity duration.

Manual Entry Manual Entry - Duration of the Calendar Event N/A
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, 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 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 N/A
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 Smokeball.

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 As selected in Billing units
Messages

Activity in the Messages 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 the 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 you open the file during review, entries will be created for both the Messages and Document review time portions.

Messages/Communicate activity is also tracked from the Mobile app.

This will be logged as <<No.>> messages sent/received or <<Document Title>> reviewed in Smokeball.

Rounded up to the nearest minute As selected in Billing units As selected in Billing units
Task

When a user marks a task as completed, a task activity is created. This will be logged as <<Name of Task>> in Smokeball.

This occurs regardless of whether the task is completed from the task list, daily digest, or mobile app.

Manual Entry Manual Entry N/A
VXT or Zoom calls

Incoming and outgoing VXT or Zoom calls will be logged as completed tasks in Activity.

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.

This will be logged as Phone Call through VXT or Zoom in Smokeball.

Rounded up to the nearest minute Tracked by VXT or Zoom N/A
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