AutoTime is an extremely powerful feature for Guardianship cases since it automatically records your activity in Smokeball, compiles all your activities and creates a time entry ready to review and bill through Smokeball Billing for hourly matters.
Since AutoTime already tracks time spent on calendar events, documents drafted and reviewed, emails sent, received, or reviewed, etc., you can focus more on servicing your clients than remembering to manually log every activity you are doing in Smokeball. This means less time trying to remember everything you did or spending extra time on evenings and weekends going back and logging time.
Even for flat fee matters, AutoTime can be helpful to send an invoice or invoice receipt that helps your client understand exactly everything you did along the way. Further, you'll have powerful business intelligence to revise fee agreements to ensure profitability on all matters.
For court appointed matters, tracking every activity that you complete for a client is important. If your rate is different than you standard, you can adjust that per matter. Further, you can use the activity report to present your work.
How to utilize AutoTime and Smokeball Billing for Guardianship Attorneys:
Set up your default billing rate and deselect "mark my time entries as billable" under the billing tab in Staff and Users.
- When calculating the annual cost, take into account all expenses including rent, salary, and other bills. If unsure, try adding 10-15% to salary as a starting point.
- Smokeball will track all your activity in Activity Intelligence and create non-billable entries to show on an invoice in Smokeball Billing.