The 21st century is here, and with it Tali brings hands-free time tracking to PracticePanther. No more clicking between tabs or losing your place to track a time entry. Simply "Tell Tali" you'd like to record time and for whom!
Below you will find a start to finish tutorial covering everything you will need to know regarding our integration with Tali. Jump to the topic of interest by clicking on a title in the index below.
- Connecting Tali to PracticePanther
- Log a time entry for completed work
- Start a time for work in progress
- Reviewing your activities in Tali
- Tali in action
Connecting Tali to PracticePanther
To connect Tali to PracticePanther and start recording time hands-free, follow these steps:
1) Sign in or create an account on Tali here.
Now that we've connected Alexa or Google Assistant to Tali successfully, we're going to connect Tali to PracticePanther.
3) Click your name on the top right, then click "Integrations".
4) Click "Connect" to the right of "PracticePanther".
5) Your browser may ask you to log in to PracticePanther if you were not already. Once logged in, click "Grant Access".
What happens now?
Now that you have Tali speaking with PracticePanther, you can use Alexa or Google Assistant to record your time entries!
Important: Tali is only synced to this individual user on PracticePanther. Each PracticePanther user will need to have their own device synced to their own Tali accounts.
Log a time entry for completed work
1) Activate your device with the necessary verbal queue.
Ex: "Hey Alexa..."
2) Say the words "Tell Tali" or "Open Tali" to get started.
Ex: "Hey Alexa, tell Tali".
3) Say the words "To log an activity for -matter name-".
This will tell Tali which matter this activity should be linked to in PracticePanther.
Ex: "Hey Alexa, tell Tali to log an activity for Seth vs the world".
Your device will then ask you to describe your activity. This will be used to fill in the "Description" field for PracticePanther.
4) Describe your activity.
Ex: "Draft retainer agreement."
Your device will then send the activity to be logged in Tali immediately as seen in the example below. You can click into each section to make adjustments as needed.
Start a timer for work in progress
For this example, instead of saying "Log an activity for -matter name-", you'll say "Start a timer for -matter name-".
Ex: "Hey Alexa, tell Tali to start a timer for Car Accident."
Tali will again ask you to describe your activity. Once described, Tali will begin the timer for that activity as seen in the example below.
To save the entry, either click the "Save" button, or tell Tali to "Stop my timer".
Reviewing your activities in Tali
Click into the matter name to allow you to search your matters in PracticePanther and match it perfectly.
The "P" next to the matter name indicates it was able to find an exact match in PracticePanther.
The red trash can will remove the entry from Tali.
The blue cycle arrows will push this entry to PracticePanther.
The red circle indicates this entry has not yet been synced. This circle turns green once the entry has been synced.
You can export your activities from Tali directly by day, week or month. You can also click "Sync All" to push all un-synced entries in Tali to PracticePanther in one quick shot!
In PracticePanther we can review our recently synced entries here.
If exported, Tali will email you with a quick summary of your work as well as an attached Excel spreadsheet with your activities.
Tali in Action
Here are a few demo videos showing off Tali's capabilities in real time:
Using Alexa with Tali to log time in PracticePanther:
Using Google Assistant with Tali to log your time in PracticePanther from your phone:
For any additional help with Tali, make sure to check out their help-center which can be accessed by clicking here, it's filled with extra information on helping set things up with Tali and any relevant answers that you might be looking for.