Smokeball Boost Release - September 2023

This month, we have released some exciting new features on Smokeball Boost. Read on to learn more.

New features

Custom Dashboard and Widgets

When you log in to Smokeball Boost, you will be presented with a dashboard. 

To add or edit dashboards, select the Pencil icon on the right-hand side of the screen.

Select the three vertical dots on the top-right corner of a widget to view its settings or remove it. Click and drag the arrows on the bottom-right corner of a widget to resize it on your dashboard, allowing you to fit more widgets on it.

This dashboard is customisable with Widgets from the Widget Library. Select Add Widget to get started.

New Billing Report - Matter Cost Estimates

The Matter Cost Estimates report gives you a snapshot of all time-based matters against their estimate. This helps with identifying matters approaching their estimates, so you can use this information to give new estimates or write off anything in excess of the original estimate. 

Filters in this report:

• Percentage range
  • 0 - 50
  • 50 - 70
  • 70 - 100
  • 100+
• Person Responsible
• Practice Area
• Matter Type
• Matter Status
• Group By
  
  • None
  • Practice Area
  • Person Responsible
  • Client

Columns in this report:

• Matter Number

• Client (Listed by Last Name, First Name)

• Matter Description

• Practice Area

• Person Responsible (Listed by First Name, Last Name)

• Total Billed (excluding GST)

• Total Unbilled (excluding GST)

• Combined Total (excluding GST)
  a. Total Billed (ex GST) + Total Unbilled (ex GST)

• Fee Estimate

• Percent

  • Percentage = (Combined Total (excluding GST) / Fee Estimate) * 100

Important Notes:

1. Results are sorted by Percent in descending order (highest percent first).
2. Discounts reduce Billed Fees and Billed Total.

3. This report excludes:

   • Write-offs and non-billable fees
   • Surcharge and interest
   • Matters that do not have an estimate
   • Fixed fee and contingency matters

Option to subscribe to Boost 

If you are on the Smokeball Boost trial, upon ending the trial period, you can opt to subscribe to Boost. You can sign up for a monthly plan or a 12-month plan (billed monthly). Alternatively, you can contact us to subscribe to the 36-month plan.

Refinements

Call contact phone numbers directly from the contact card

You can now click on a phone number in a contact card to call the contact from your device's voice app.

Improvements to tasks and memos

You can now add hyperlinks to task descriptions, add timestamps to memos and print memos directly from the web app.

Income Allocation Report changes

In the Income Allocation Report (Summary and Detail):

• You can now track internal and staff referrals by selecting Introducer in the Run By drop-down menu.
• The filters now include the option to select Practice Area instead of Area of Law.