Use Firm Insights Dashboards

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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 into the health of your law firm.

Access Firm Insights

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.

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.

Referral Insights

This report is an overview of your referred clients on personal injury matters and who referred them. The Referral Insights reports shows when the referred matter was opened and closed. It also breaks down the settlement amounts, firm proceeds, attorney costs, and more. 

 

Average Daily Billing Performance

This report shows what your staff typically bills per day compared to the Activity tracked by Smokeball. Review this report to determine if your staff are losing time and to optimize your firm’s profitability.

This report will include all staff who are not designated as Receptionist or Bookkeeper, and it summarizes Activity tracked by Smokeball. All statistics in this report are daily averages. The column headers are explained in the menu below. 

Average Daily Billing Performance Definitions
  • Rate: Amount entered as fee earner's top level rate -- not on individual matters where the rate is overridden
  • Days Worked: Count of days the fee earner has any time recorded via Activity (no minimum threshold)
  • TB:AutoTime: Time tracked, on average, per days worked in matters labeled as time based
  • TB: Billable Time: BILLABLE time tracked, on average, per days worked in matters labeled as timebased
  • FF:AutoTime: Time tracked, on average, per days worked on matters labeled as fixed fee
  • FF:Fees Billed: Dollar amount on a finalized bill on fixed fee matters on fees attributed to that employee
  • FF:EquivHours: The amount of time the fixed fees billed are equivalent to
  • Total Worked: The sum of TB:AutoTime + FF:AutoTime (may be small rounding discrepancies)
  • Total Billable: The sum of TB:BillableTime + FFEquivHours (may be small rounding discrepancies)

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Personal Injury Settlements 

This report provides analytical data for your settlements in Personal Injury - Plaintiff and Motor Vehicle Accident - Plaintiff matter types. Learn more about the Personal Injury Settlements dashboard.

 

Personal Injury Projected Settlements

This report provides analytical data for your settlements in Personal Injury - Plaintiff and Motor Vehicle Accident - Plaintiff matter types that have a projected settlement date that is within a specified date range. Learn more about the Personal Injury Projected Settlements dashboard.

Did You Know  

You can mouse over the upper right-hand corner of each table, chart, or pane and select the three-bar icon to download the data or image. 

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