Last week, we told our team’s story of getting Tali from an idea on a whiteboard to a full public release. This week, I’d like to take you on a tour of the initial Tali release, show you the three parts of Tali, and how they all work together to take the chore out of time tracking. Working with Tali is as simple as: Say It, See It, and Send It.
Tali is designed to work by your side, all day long. The voice part of Tali works as a “skill” for Amazon’s Alexa. Alexa is a voice assistant that exists in many forms, but the most common (and easiest to use) is via an Alexa or Echo device. Setting up the Tali skill on your device is easy, and once you’re set up, you can simply say, “Alexa, open Tali.” Once you get the hang of it, you can use shorter “one shot” commands to invoke the skill, start or stop a task, change or clear a running task, or log an activity you just finished. As you get familiar with the Tali skill for Alexa, use our cheat sheet as a guide.
And if you are looking for more ways to use Tali with Alexa, check out our guide to using Amazon mobile apps to take Tali on the go.
The second part of using Tali to simplify time tracking is to see and review the activities you record on the Tali Dashboard. Voice capture of complex details is not always perfect, and the dashboard lets you edit your descriptions and get them ready to share with your clients or colleagues. To modify a description, simply click the pencil icon next to that field.
During your review, you can also update the Project field for your activity. If you named the client or matter by voice, you’ll see that information placed under the Project field. By clicking the pencil icon, you can search through saved project names or add a new one.
One of the best ways to use Tali is by syncing the activities to your existing billing and invoicing system. Tali supports Clio, a cloud-based legal practice management platform, with more integrations coming soon.
To set up an integration, click on your profile name in the top-right corner and choose integrations. Click Connect and then follow the instructions for logging in and providing Tali permission to access your account.
Once you’ve got the integration connected, you will see Sync options on your Dashboard. You click Sync for individual activities or click Sync All for all your activities.
Not working with Clio? Don’t fret! Tali can create a CSV file that will make it easy to transfer your activities to your existing system. Just click the Email button on the dashboard and choose Today, This Week, or This Month. The file is easily human-readable in a spreadsheet application like Microsoft Excel, and many systems offer the ability to import from CSV, so you won’t have to re-type the data you captured in Tali. For more details on how the CSV works, check out this article.
That’s it! In three steps, Tali can help you Say It, See It and Send It. Rather than finish your week up with a stack of stickies you have to transcribe, Tali rides alongside you without getting in your way. At the end of each day, you’ll have a complete record of what you’ve done—ready to sync or email with just one click.
And now that we’ve got that first release out the door, we’ll get to work on improvements we have planned for each step. More ways to capture your activities as you “say it,” even more effortless ways to “see it,” and lots of new places to “send it.” Stay tuned, and thanks for giving Tali a try!
- We actually started our product experimentation for Tali exactly that way, sitting alongside actual people as they did their work. We jotted down notes and kept timers for people by hand, learning what people expected from a time-tracking assistant. More on that in a future post! ↩︎
- For folks using the Clio integration, this search will include your Clio matters, so you can automatically link them appropriately during Sync. ↩︎