Smokeball features detailed reports both on desktop and in Smokeball Billing that you can use to assess your firm’s productivity and profitability. The reports listed below can also be used to verify that you successfully migrated all of your data.
Smokeball Desktop Reports
- To Verify all your matters have been migrated over to Smokeball use the report Full Matter List.
- To Verify all your Client Contacts are in use the Full Client List.
- To see a list of all the calendar events you have in Smokeball, go to Event Full List.
- To verify that all the Statute of Limitations Dates are in go to the Statute of Limitations Report.
- To see if all referrers are included go to the Referral Full List Report.
- To see a list of all contacts in Smokeball go to the Contacts tab on the home screen of Smokeball.
Smokeball Boost Reports
- To See a list of all your un-invoiced time, go to the report called Work in Progress
- To see a list of all transactions, balances, and invoices for a matter, go to the Account Statements report.
- To see a list of current Trust Balances, go to the Trust Balances report.
- To see a list of the balances on each matter, go to the Matter Balances report.
- Reach out to your onboarding specialist if you have questions about which reports in Smokeball will help your firm the most.
Next Step
Review additional tips and tricks for getting up to speed with Smokeball.