Set up Billing for Probate & Estate Administration

AutoTime 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. AutoTime can also provide matter profitability information.

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.

How to utilize AutoTime and Smokeball for Probate & Estate Administration 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.

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