Overview

Activities define the type of work being performed on a matter. They are used to categorise time entries and itemised work, ensuring accurate billing, reporting, and application of activity-based rates.

Activities are commonly used to:

• Distinguish different types of legal work.
• Apply fixed-fee or itemised billing.
• Improve billing transparency for clients.
• Support reporting and analysis.

Activities work closely with Billing Rates, Time, and Matters, and can be linked directly to Activity Billing Rates.

What is an Activity?

An Activity represents a category of legal or administrative work performed on a matter.

Activities are used to:

• Categorise work performed.
• Apply activity-based billing rates.
• Enable itemised billing.
• Improve reporting and analysis.

Each Activity can be linked to an Activity Billing Rate, allowing firms to charge fixed or unit-based fees for specific services.

Types of Activities

Common Activities used in law firms include:

Activities can be customised to suit your firm's structure and billing requirements.

Where Activities are Used

Activities are used across the system in the following areas:

• Time - when recording time or itemised work.
• Billing Rates - to apply activity-based pricing.
• Matters - to categorise work performed.
• Reports - for analysis and billing breakdowns.

When an Activity has an associated billing rate, that rate will be applied automatically when the activity is selected.

Creating an Activity

To create a new Activity:

1. Navigate to Settings → Firm Settings →Activities
2. Click Add Activity
3. Enter a Code and name, then select the appropriate Item type from the drop-down list: Timed, Itemised or Leave (non-billable), then Save.

The Activity will now be available for selection in Time and Billing Rates.

Editing an Activity

To edit an existing Activity:

1. Navigate to Settings → Firm Settings → Activities
   
2. Select the Activity you wish to edit
   
3. Make the required amendments, then 
4. Click Save

Deleting an Activity

To delete an Activity:

1. Navigate to Settings → Firm Settings → Activities
2. Select the Activity you wish to delete
3. Click on the trash can icon to the right

Once successful, a confirmation notification will briefly flash up on your screen.

Tips & Best Practices

• Use clear and consistent naming conventions
• Create Activities that reflect real legal work
• Use Activities for fixed-fee or itemised services
• Avoid creating duplicate or overlapping activities
• Review Activities regularly to ensure relevance
• Align Activities with Billing Rates for accuracy

Activities work closely with work items and billing rates. For more information please see the Time and Billing Rates guides here.