Smokeball's Activity Intelligence helps keep track of everything you are doing in Smokeball.
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.
What does Activity Intelligence track?
Activity Intelligence will track the following types of Activities in Smokeball:Ā
- Matter / Lead Opened - the time it takes to open a new Matter or Lead in Smokeball and input the data
- EventĀ - the time allocated to a calendar event in Smokeball
- TaskĀ - the time allocated to a completed task in Smokeball
- DocumentĀ - the time it takes to generate and editĀ a document in Smokeball
- EmailĀ - the time it takes to generate and edit an email sent from Smokeball
- Messages - the time spent sending/reviewing messages in Smokeball
- MemoĀ - the time it takes to generate and edit a memo created in Smokeball
- Matter AdministrationĀ - the time it takes to amend data entered on a Smokeball Matter
- Intake Form - the time it takes to share or complete an intake form on behalf of a client
- Archie - the time spent working in the Archie tab in Smokeball
Learn more about each Activity type, and the conditions on when and how an Activity is tracked.
How to Use Activity Intelligence forĀ Time Entries
- Open your Matter and navigate to theĀ Activity tab
- To add an Activity as a Time Entry for invoicing purposes, click the 'add' button
- You canĀ amend the description and associated timeĀ on an Activity by clicking the '...' button next to the add button.
- Once you haveĀ added an Activity, it will appear on theĀ Time & Cost Recoveries tab
- Learn how to add in anĀ Activity completed outside of Smokeball.
Did you know...
- TheĀ default hourly rateĀ that you haveĀ set up will be applied to any Activities added to the Time & Cost Recoveries tab
- You canĀ amend the hourly rateĀ applied to a Time Code byĀ double-clicking on the entry from the Time & Cost Recoveries tab