Learn how to use Firm Insights to assess your firm's performance and identify areas of improvement.
Important: Firm Insights are only available for Firm Owners.
To get started, select the Firm Insights tab at the top of the Smokeball desktop app.
There are four sections within Firm Insights that offer the following reports:
| Section | Reports you can generate |
| Dashboards |
A suite of pre-made dashboards:
|
| Matter |
Customisable reports on:
Results can be filtered by Matter Type, Supervisor, Person Responsible or Billing Type. Results can also be grouped by Person Responsible, Matter Type or Supervisor. |
| Matter Type | Similar report to the Matter section, but matters are consolidated into their respective Matter Types |
| Fee Earner | Activities and fees recorded during a specified time period |
Video guide
In this video, we outline all types of dashboards and reports you can run on the Firm Insights tab.