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.
Use this report to generate printer-friendly readouts of all your matters. You can filter the report by the person responsible and the person assisting, which cannot be done when exporting your matters from the Matters tab. You also can filter multiple matter types, set a date range filter, and even organise your reports using your custom tags.
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.
Matter ArchivingUse this report to generate a list of closed matters that have been archived.
Matter Next StepsRun this report to generate an overview of the progress of all your matters based on the current task and/or workflow step.
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, city, or county.
Client Birthday ListUse this report to view all your clients’ birthdays if you wish to send them cards or gifts. We advise always setting the Date Opened From filter to the day your firm started using Smokeball to ensure that all your clients are included. Clients who are deceased will not be included.
Client Verification of IdentityThis 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), overdue ones, or see all.
This report is similar to the matter and contact full list reports but limited exclusively to your leads.
This report is similar to the matter next steps report, but it is exclusive to leads.
Lead Referral ListThis 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.
Lead Marketing ReportUse 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.
Real Estate Agents Full List
Use this report to generate a list of all Real Estate Agents and their contact details.
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.
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.
This report provides an overview of your Personal Injury matters and the statute of limitations dates.
Use this report to generate a list of all upcoming events and their corresponding matters.
Safe Custody - FilteredThis safe custody report provides you with a record of all documents that your firm holds on behalf of clients and their storage information. It includes an option to search and filter by Client Name and Packet Number. Note that when searching for a client name, type at least 3 characters in the search text box.
Compliance ReportUse 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.
Accessing Smokeball billing reports
On the Smokeball Web App, Smokeball Boost and Smokeball Bill, 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.