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How do people set up their admin/general/firm files?

  • 11 October 2022
  • 1 reply
  • 80 views

Hi there, 

I’m curious as to how people store their non-client files in Smokeball. Such as HR records (contracts etc), staff training etc etc…

Do people set these files up as non-billable? or fixed fee with $0 balance?

 

Thank you, 

 

Claire

Hello @COBOOTH ,

 

Most firms that I see set up a matter or matters of type General or Administration for internal firm processes.  Some firms create a separate matter for marketing, HR, etc.  Best practice is to set the billing for the matter to non-billable.

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