Firm Insights Overview

Learn how to use Firm Insights to assess your firm's performance and identify areas of improvement.

Firm Insights are only available for Firm Owners on Smokeball Prosper.

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:

  • New Business Insights
  • Conveyancing/Settlement Insights
  • Smokeball Activity Insights
  • New Matter Insights
  • Lead Insights
  • Hourly Billing Performance
Matter

Customisable reports on:

  • Matters with activity performed in them
  • Matters Opened
  • Matters Closed
  • Matters with a Settlement Date

Filtered by Matter Type, Person Responsible or Billing Type

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.

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