Smokeball Reports Overview

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.

Use this report to generate a list of closed matters that have been archived.

Run this report to generate an overview of the progress of all your matters based on the current task and/or workflow step.

With this report, firms will be able to see a full list of their matters, including details on the current status of each matter and the next steps.

Matter Turnaround Time

This report enables firms to track the time it takes to close a matter by identifying the number of days that have elapsed between its opening and closure.

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.

Use 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.

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), overdue ones, or see all.

Easily generate a list of all clients without a Verification of Identity.

Will Register

Sorted by matter number, this report displays the clients' full name, date of birth, document received date and matter closed date.

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.

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.

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.

Conveyancing Settlements Report

Use this report to gain a comprehensive view of your Conveyancing matters' property settlement details.

Use this report to gain a comprehensive list of cooling-off dates and the corresponding matters. This report can help your firm to keep track of cooling-off dates, prioritise workload and ensure your firm does not miss important deadlines.

Use this report to gain a comprehensive list of all Conveyancing agents and their corresponding matters.

Use this report to access a comprehensive overview of your Conveyancing matters and critical settlement dates. The report helps firms track the progress of each matter, from the initial contract/exchange date to the settlement date or auction date.

The Stamp Duty report allows you to generate a report containing a list of all Conveyancing matters containing Stamp Duty due dates and Stamp Duty amount.

This report helps staff easily locate the Sunset dates in their Conveyancing matters.

This report is only relevant to QLD Conveyancing matters. This report allows you to view the most common critical dates in one location.

This report is only relevant to VIC Conveyancing matters. This report allows you to view the most common critical dates in one location.

This report is only relevant to SA Conveyancing matters. This report allows you to view the most common critical dates in one location.

Use this report to generate a list of all the Conveyancing matters that have been referred to your firm. The report includes the Referral information, the Person responsible, and the Billed Amount.

Use this report to generate a list of all Real Estate Agents and their contact details.

This report provides an overview of your Personal Injury matters and the statute of limitations dates.

This report is designed to provide you with a clear view of the visa status and expiry date of your clients' visas, making it easier to manage your immigration matters.

Use this report to generate a list of all upcoming events and their corresponding matters.

This 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.

Use this report to generate a complete list of all safe custody records.

The Register of Files Opened report is designed to help firms in NSW and VIC comply with the requirements under the Legal Profession Uniform General Rules 2015 and the Legal Profession Uniform Law (Part 4.6 section 93) to produce a register of files opened.

Firm owners can use this report to keep track of staff hours and their costs to the business.

Account Balances

This report shows a financial summary of all matters. This includes total billed and paid, unbilled and unpaid, cash retainer, trust 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, Trust 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.

Billed Fees & Disbursements - Summary

Show billed fees and disbursements against areas of law, matter types, clients, timekeepers, referrers, or persons responsible.

Cash Book Payments

A report showing all the trust payments made within the selected report period.

Cash Book Receipts

A report showing all the trust deposits made within the selected report period.

Controlled Money Listing

This report is designed for law society compliance and will allow a firm to create a list of all Open Controlled Money Accounts at the time the report is run. This includes Open accounts that have zero-dollar balances. It's a way to create a quick audit/overview of current CMA accounts, their balance, and the matters they're linked to.

Credit History

A report showing all credits added and applied to your invoices and matters.

Dormant Trust Balances Report

This report provides a list of trust balances that are dormant or approaching dormancy.

Income Allocation - Summary

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.

Income Allocation - Details

Further break down data from the Income Allocations - Summary Report into a matter, invoice or payment level.

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 trust 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 trust and unbilled/unpaid amount, the balance will be trust balance minus unbilled/unpaid amount)

Matter Category Paid History

This report allows you to monitor payments received based on their matter category.

Matter by Billing Type

This report allows firms to provide a report on what billing types they use across matters, such as distinguishing between Time-Based Matters and Fixed Fee Matters.

Money Received

This report shows payments received in trust and operating accounts and allows you to break down these payments by payment method.

Overdrawn

A report showing any overdrawn amounts in trust by matter.

Potential Trust to Office

This report shows any matters that include outstanding invoices and a trust balance. This report can be used to review and manage Trust to Office Transfers.

Time and Disbursement 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. GST is not included in this report.

Trial Balance

Shows the trust balances in each matter within the selected report period.

Trust Receipts

Shows all the trust deposits received within the selected report period.

Trust Statements

This report is designed for Trust accounting compliance. It allows a firm to create a Trust Transaction report for a single matter or all matters for a specific time period.

Unbilled Time and Disbursements

Use this report to analyse unbilled entries to determine whether to write off or bill the entries. This report includes details of the person responsible and person assisting.