Firm Insights Dashboards

*This feature is available exclusively to Smokeball Prosper users.

Smokeball has powerful, yet intuitive and easy-to-digest Dashboards to help you with the business side of running a small law firm.

Each report gives you different insights to the health of your law firm.

Firm Insights Dashboards Overview

  • Dashboard Reporting is located in Firm Insights. When you select Firm Insights from the home screen, Dashboards will be your default view.
    • Firm Insights reporting access must be designated to users. If you need Firm Insights access, reach out to your Account Manager or submit a ticket to support@smokeball.com.

Dashboard Types

Custom Reporting

Although Smokeball has almost every report you will need already available, there may be custom reports you have used in previous systems or created on your own. If all the required data already exists in Smokeball, it may be possible for Smokeball's team to build a custom report for you.

 

Talk to your Account Manager if there is a specific report you feel is missing. You may find Smokeball already has it, but if not, they can work to see if our team can create a report for you.

New Business Insights

Use this report to analyze firm trends. You can quickly understand what matters have been opened in the past week, month, and year to look for trends.

 

If you find yourself asking the following questions, Smokeball can help.

  • How many matters did we open recently? Last 12 weeks? 12 months? 3 years ago at this time?
  • Which attorneys created new matters? 
  • What areas of law and referrals came in over the last 30 days?

 

Fee Insights

Whether fixed fee, contingent, or time-based, Fee Insights focuses on what fees were created last week and over time.

 

Fee Insights also breaks fees down by type, top 5 clients, and top 5 matter types.

 

Real Estate Closing Insights

Real Estate clients can take a deep dive into real estate closing coming up in the future.

 

If you find yourself asking the following questions, Smokeball can help.

  • What is the mix of Buy & Sell Matters?
  • Which staff has the most closings coming up?
  • How many closings do we have for the next 30 days / 3 months?

 

Smokeball Activity Insights

Smokeball Activity Insights takes a deep dive into how your firm is using Smokeball. This usage reporting includes how many matters, files stored, documents automated, emails, tasks, events, mobile app, and fees. Activity Insights also provides usage benchmarks compared to other firms like yours.

 

Use this report to understand what features you are utilizing and not using in Smokeball and areas where you can get more out of Smokeball. If you find your staff is not using Smokeball to its highest potential, reach out to your Account Manager.

New Matter Insights

New Matter Insights takes the referral source of your matters and helps you understand what your top referral sources and referrals are.

 

Use this report to better understand what referral resources or particular people help get clients walking through your door. This report can help you understand where to spend money on advertising, marketing, etc.

 

Lead Insights

Lead Insights presents the number of leads opened, closed, or converted over a 30-day period. It also presents the total number of open leads, conversion rates, and reasons lost.

 

Use this report to better understand what referral resources or particular people help get clients walking through your door. This report can help you understand where to spend money on advertising, marketing, etc.

 

Hourly Billing Performance Insights

Hourly Billing Performance allows you to review the average daily billing performance of the firm and its users.

 

Use this report to better understand what work has been billed daily and how many billable hours have been lost.

 

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