Billing for Probate & Estate Administration

Auto:Time is an extremely powerful feature for Probate & Estate Administration Law firms 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. Auto:Time can also provide matter profitability information.

Since Auto:Time 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.

How to utilize Auto:Time and Smokeball Billing for Probate & Estate Administration Attorneys:

1. 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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.