Smokeball features many powerful reports which can be used to optimise your firm’s work routines, keep track of your deadlines, or maintain strong relationships with your clients.
Smokeball provides over 50 reports and dashboards for productivity, billing, and firm insights data. The following list outlines the available reports you can access upon joining Smokeball.
Accessing Smokeball desktop reports
To view reports on Smokeball desktop:
- Select Reports from the left menu.
- Select the report you want to run and add filters to customise it.
- After generating a report, you can export it by saving it to your computer in various file types, such as .CSV or PDF. You can also print the reports.
List of Smokeball desktop reports
Click on each heading below to view an expanded list of all reports we offer.
Matter – Full List
Use this report to generate printer-friendly readouts of all your matters. This report is fully filterable by criteria such as matter opening date, matter type, matter status, assigned staff, or even organise your reports using your custom tags. Additional options allow you to include the other side, branch details, and more.
| Columns |
Date Opened; Matter Number; Client Name; Matter Type; Matter Description; Matter Country; Matter Stage; Other Party; Supervisor; Matter Fee Earner; Person Assisting; Introducer; Branch; Tag(s); Fee Estimate; Billed Amount (ex. VAT); Collected Amount |
| Filters | Opened From; Opened To; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Matter Stage; Tag(s); Group By |
| Group By options | Client; Matter Type; Matter Stage; Supervisor; Matter Fee Earner; Person Assisting; Branch; Matter Tags; Staff Tags |
| Save default filters? | Yes |
Matter – Referral List
This report shows your matter’s referrals. This report also includes a billing amount column which can be used to help calculate referral fees. You can apply date range filters and use the Group By filter to organise the report by referral type or referrer.
| Columns |
Date Opened; Matter Number; Referrer Type; Referrer; Referrer Email; Referrer Phone; Client Name; Matter Type; Matter Description; Property Address; Supervisor; Matter Fee Earner; Person Assisting; Introducer; Branch; Tag(s); Referral Fee; Fee Estimate; Billed Amount (ex. VAT); Collected Amount |
| Filters | Opened From; Opened To; Included Columns; Matter Status; Matter Category; Matter Type; Referral Type; Referrer; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Tag(s); Group By |
| Group By options | Referral Type; Referrer; Agreement Fee Type; Matter Type; Month Opened; Supervisor; Matter Fee Earner; Person Assisting; Branch; Matter Tags |
| Save default filters? | Yes |
Matter – Archiving
Use this report to generate a list of closed matters that have been archived. The 'Report For' filter can be used to refine what you are looking for within your date range, for example, 'Date Archived' within a particular period.
| Columns |
Archive Number; Archive Location; Matter Number; Closed Date; Archived Date; Destroy Date; Client Name; Matter Type; Matter Description; Matter Status; Archive Comments |
| Filters | Report For (Date Closed / Date Archived / Date to Destroy); Date From; Date To; Matter Category; Matter Type; Matter Status; Archive No.; Group By |
| Group By options | Archive Number; Client Name; Matter Type; Branch; Date to Destroy |
| Save default filters? | Yes |
Matter – Next Steps
Run this report to generate an overview of the progress of all your matters based on the current task and/or workflow step. You can also filter to see matters that do not have a next step entered.
| Columns |
Due Date; Matter Number; Client Name; Matter Type; Other Party; Description; Supervisor; Matter Fee Earner; Person Assisting; Branch; Next Step; Staff; Tag(s) |
| Filters | Due; Include Matters w/o Next Step; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Staff; Tags; Group By |
| Group By options | Due Date; Client; Staff; Branch; Matter Type; Matter Tags |
| Save default filters? | Yes |
Matter – Closed List
Use this report to generate a list of closed matters within a given closed date range. You can apply closed date range filters and use the Group By filter to organise the report by Supervisor, Fee Earner, Person Assisting, tags, etc.
| Columns |
Date Opened; Date Closed; Days Open; Matter Number; Client Name; Matter Type; Matter Description; Status; Other Party; Supervisor; Matter Fee Earner; Person Assisting; Branch; Tag(s) |
| Filters | Closed From; Closed To; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Tag(s); Group By |
| Group By options | Client; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Branch; Matter Tags |
| Save default filters? | Yes |
Client – Full List
Use this report to generate a printer-friendly readout of all your clients. You can apply filters to sort the report by date opened, matter type, town, tags and more.
| Columns |
Matter Number; Full Name; First Name; Last Name; Matter Type; Tag(s); DOB; Email; Mobile; Phone; Work; Fax; Street Address; Locality; Town; County; Postcode; Country; PO Box Address |
| Filters | Opened From; Opened To; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Contact Tags; Client Town |
| Group By options | N/A |
| Save default filters? | Yes |
Client – Birthday List
Use this report to view all your clients’ birthdays if you wish to send them cards or gifts. Clients who are deceased will not be included.
| Columns |
Full Name; First Name; Last Name; DOB; Email; Mobile; Phone; Work; Street Address; Locality; Town; County; Country; Postcode |
| Filters | Included Columns; Birth Date Month; Group By |
| Group By options | Birthday Month |
| Save default filters? | Yes |
Client – Verification of Identity
This report generates a list of all client names that have a VOI date and allows you to filter them to just overdue, ones due shortly (2 months and 4 months), or see all. Alternatively, select "Client w/o VOI Data" from the display filter to view clients without any VOI data.
| Columns |
Full Name; First Name; Last name; Email; Phone; Work; Mobile; VOI Date; VOI Expiry Date; Age; Status |
| Filters | Display (All / Clients w/ VOI Data / Clients w/o VOI Data); Due |
| Group By options | N/A |
| Save default filters? | Yes |
Lead – Full List
This report is similar to the matter and contact full list reports but limited exclusively to your leads. Use the group by options to see leads by month opened or age of the lead.
| Columns |
Date Opened; Lead Number; Client Name; Email; Mobile; Phone; Lead Type; Lead Status; Description; Supervisor; Matter Fee Earner; Person Assisting; Introducer; Branch; Tag(s); Fee Estimate; Next Event |
| Filters | Opened From; Opened To; Included Columns; Lead Status; Lead Type; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Tags; Group By |
| Group By options | Lead Type; Lead Stage; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Branch; Referral Type; Referrer; Tags; Month Opened; Age |
| Save default filters? | Yes |
Lead – Open & Next Steps
This report is similar to the matter next steps report, but it is exclusive to leads.
| Columns |
Due Date; Client; Lead Type; Tag(s); Next Step; Staff |
| Filters | Due; Staff; Lead Type; Group By |
| Group By options | Due Date; Client; Lead Type; Staff; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Branch; Tags |
| Save default filters? | Yes |
Lead – Referral List
This report shows your lead’s referrals. This report also includes a billing amount column which can be used to help calculate referral fees. You can apply date range filters and use the Group By filter to organise the report by referral type.
| Columns |
Status; Date Opened; Client Name; Lead Type; Referral Type; Referrer; Referrer Email; Referrer Phone; Property Address; Supervisor; Matter Fee Earner; Person Assisting; Introducer; Branch; Tag(s); Fee/Estimate; Billed Amount (ex. VAT); Collected Amount |
| Filters | Opened From; Open To; Included Columns; Lead Status; Lead Type; Referrer Type; Referrer; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Tags; Group By |
| Group By options | Referral Type; Referrer; Agreement Fee Type; Lead Type; Month Opened; Supervisor; Matter Fee Earner; Person Assisting; Branch; Tags |
| Save default filters? | Yes |
Lead – Marketing Report
Use this report to track matter lifecycles from Lead to conversion to a Matter, allowing you to calculate conversion rates, how long it takes to convert Leads to Matters, and from that data identify any trends in the reasons why Leads don’t convert.
| Columns |
Date Opened; Status; Lead Number; Client Name; Lead Type; Description; Supervisor; Matter Fee Earner; Person Assisting; Introducer; Stage; Branch; Referral Type; Referrer; Tag(s); Date Lead Closed; Date Matter Opened; Lead Closed Reason |
| Filters | Opened From; Opened Tol Included Columns; Lead Status; Lead Type; Stage; Matter Fee Earner; Group By |
| Group By options | Lead Type; Introducer; Supervisor; Matter Fee Earner; Person Assisting; Branch; Referral Type; Referrer; Tags; Month Opened; Age; Stage |
| Save default filters? | Yes |
Property Matters – Full List
A report based on Matter Opening date, Completion date, or Exchange date, to see property address, purchase price, key dates, tag(s) and staff details for conveyancing and commercial property matters.
| Columns |
Date Opened; Matter Number; Client Name; Matter Type; Matter Description; Matter Country; Matter Stage; Other Party; Property Address; Purchase Price; Exchange Date; Completion Date; Supervisor; Matter Fee Earner; Person Assisting; Branch; Tag(s) |
| Filters | Report For (Date Opened / Date of Completion / Date of Exchange); Date From; Date To; Included Columns; Matter Status; Matter Type; Matter Stage; Supervisor; Matter Fee Earner; Person Assisting; Tags; Group By |
| Group By options | Client; Matter Type; Matter Stage; Matter Country; Supervisor; Matter Fee Earner; Person Assisting; Branch; Matter Tags |
| Save default filters? | Yes |
Estate Agent – Full List
Use this report to generate a list of all Estate Agents and their contact details.
| Columns |
Estate Agent Name; Contact Name; Email; Phone; Work; Mobile; Fax; Street Address; Locality; Town; Country; Postcode; Country |
| Filters | Included Columns |
| Group By options | N/A |
| Save default filters? | Yes |
CQS Accreditation Report
Use this report to generate a list of all your purchase, sale, remortgage, and transfer matters completed within the selected date range, showing the number of completions, average price, highest price, gross fees and average fees within each matter type.
| Columns |
Matter Number; Description; Price; Completion; Fee |
| Filters | Date From; Date To |
| Group By options | N/A |
| Save default filters? | No |
Indemnity Insurance Report
This report creates a summary of you purchase and sale matters completed within the selected date range, showing the number of completions, average price, and highest price within each matter type, and the overall figures across both purchase and sale.
| Columns |
Matter Number; Description; Price; Completion |
| Filters | Date From; Date To |
| Group By options | N/A |
| Save default filters? | No |
This report provides an overview of your Personal Injury and other Litigation matters that have a statute of limitations dates.
| Columns |
Date Opened; Matter Number; Client Name; Matter Type; Other Party; Description; Matter Stage; Incident Date; Limitation Expiry Date; Supervisor; Matter Fee Earner; Person Assisting; Branch; Tag(s); Fee Estimate; Billed Amount (ex VAT) |
| Filters | Limitation Expiry From; Limitation Expiry To; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Tags; Matter Stage; Group By |
| Group By options | Client; Matter Type; Matter Stage; Supervisor; Matter Fee Earner; Person Assisting; Branch; Matter Tag |
| Save default filters? | Yes |
Compliance Report
Use this report to see your compliance details entered across all matters, including conflict check, identity check, AML and Source of Funds. The report can be filtered to see matters with or without compliance details entered, or all matters. Use the 'Display' filter to see compliance data for:
- All Leads and Matters
- All Leads
- All Matters
- Leads and Matters with Compliance Data
- Leads with Compliance Data
- Matters with Compliance Data
- Leads and Matters without Compliance Data
- Leads without Compliance Data
- Matters without Compliance Data
| Columns |
Date Opened; Matter Number; Client Name; Description; Supervisor; Matter Fee Earner; Person Assisting; Conflict Check Date; Conflict Status; Identity Check Date; AML Check Date; Source of Funds Date; Client Risk Assessment Date; Client Risk Assessment Level; Matter Risk Assessment Date; Matter Risk Assessment Level; Date Closed; Client Objective Achieved; Client Complain; Rise to Claim; Retention Review Date |
| Filters | Opened From; Opened To; Included Columns; Matter Status; Matter Category; Matter Type; Supervisor; Matter Fee Earner; Person Assisting; Matter Risk Level; Client Risk Level; Display; Tags; Group By |
| Group By options | Client; Leads/Matters; Matter Type; Matter Tag; Supervisor; Matter Fee Earner; Person Assisting; Branch; Client Risk Level; Matter Risk Level |
| Save default filters? | Yes |
Event List
This report provides an overview of all your firm’s upcoming calendar events. You can filter the report by staff calendar. If you need to print out your calendar events, we advise taking advantage of this report’s advanced filtering options instead of printing directly from the Calendar tab.
| Columns |
Date; Start Time; End Time; Matter; Calendar; Subject; Location; Supervisor; Matter Fee Earner; Person Assisting |
| Filters | Date From; Date To; Calendar; Included Columns; Matter Category; Matter Type; Group By |
| Group By options | Calendar; Matter; Matter Fee Earner; Subject |
| Save default filters? | Yes |
Safe Custody – Full List
Also known as a 'Document Register', this report provides you with a record of all documents that your firm holds on behalf of clients and their storage information. The report includes external packet and document references, for safe custody that is held by an external third party.
| Columns |
Packet Number; Packet External Reference; Document Number; Document External Reference; Document Type; Description; Client Name; Client Email; Client Street Address; Matter Number; Branch; Stored; Document Status; Date Stored; Date Removed; Reason |
| Filters | Report For (Date Stored / Date Removed); Date From; Date To; Document Status; Document Type; Included Columns; Packet Number; Client Name; Matter Number; Stored; Group By |
| Group By options | Packet Number; Document Status; Document Type; Client Name; Matter Number; Branch; Stored |
| Save default filters? | Yes |
Accessing Smokeball billing reports
On the Smokeball Web App you can generate reports that manage all aspects of the billing cycle, including client account, invoicing, matter overview, and time/expense reports.
To view Smokeball billing reports:
- Select Reports from the left menu.
- Select the report you wish to run, then use filters to customise your view.
- Once you generate a report, you can export it as a PDF or CSV file, or print it.
List of Smokeball Billing reports
Click on each heading below to view all Billing reports based on their report name in alphabetical order.
Account Balances
This report shows a financial summary of all matters. This includes total billed and paid, unbilled and unpaid, cash retainer, client account balance, write-offs, and discounts. Use this report to manage risk, improve cash flow, and see which accounts have funds in the operating retainer.
Account Statements
This report shows all fees and expenses entered, Invoices History (all invoices created), Invoice Summary (invoice subtotal amount, discount, the amount paid etc), Account Summary, Client Account Transaction History, and Account Ledger (record of invoices issued and payments made) within the selected report period.
Accounts Receivable
This report shows all invoices issued for all matters within the report period. Information provided includes the due date, the number of days overdue, the amount paid, the amount waived and the total due.
Aging Summary
A report showing a summary of unpaid invoices that are aging, ranging from 1-90 days and beyond. Use this report to determine the amount of time invoices have remained outstanding.
Audit Logs
A report showing creations, additions, deletions, and amendments of client and matter information in Smokeball Billing.
A report showing all the client account payments made within the selected report period.
A report showing all the client account deposits made within the selected report period.
Client Account Receipts
Shows all the client account deposits received within the selected report period.
Client Account Statements
This report is designed for client accounting compliance. It allows a firm to create a Client Account Transaction report for a single matter or all matters for a specific time period.
Credit History
A report showing all credits added and applied to your invoices and matters.
Designated Client Account Listing
A report showing all entries in designated client account up to a selected date.
Dormant Client Balances
This report provides a list of client account balances that are dormant or approaching dormancy.
Income Allocation
A time and payment report showing the breakdown of income allocation against matter type, area of law, person responsible, timekeeper or client. Use this report to help with compensation plan calculations and determine how much time was billed in a given timeframe.
Invoice History
A report showing all invoices generated within a time period. You can group the history by matter, contact, lawyers, or area of law. Use this report to see a list of invoices generated during any month.
Journal Transfers
Shows all the journal transfers made within the selected report period.
Ledger Export
Shows the invoices issued and payments made within the selected report period.
Matter Balances
Shows the client account balance, unbilled amount, billed amount, written-off amount, discount amount, the amount paid, the amount waived and balance upon for each matter (if there are funds in client account and unbilled/unpaid amount, the balance will be the client account balance minus unbilled/unpaid amount)
Overdrawn
A report showing any overdrawn amounts in client account by matter.
Time and Cost Recovery Entries
Shows billable, non-billable, unbilled and billed hours and value of fees as well as billable, non-billable, and unbilled expenses of each staff within the report period. VAT is not included in this report.
Trial Balance
Shows the client account balances in each matter within the selected report period.
Have a question about our reports?
If you can't find the information in the reports you need or would like to provide feedback, reach out to your Client Success manager or submit a ticket.