As background, my firm specializes in corporate transactions and providing general counsel services. To stay organized, we set task deadlines and conduct weekly matter reviews. Our review is frustrated, however, because we have inactive or general counsel matters that are “open” matters, but shouldn’t be showing up on the dashboard because they are inactive.
I’m sure other firms and practitioners would love a way to open Smokeball and view the active matters only, and have the general counsel matters be “open” but hidden from view.
I have two questions for the community:
- Is there a quick solve to hide open general counsel matters so the dashboard only shows active deals? If we tag matters as “pending” will this still allow us to bill these matters from time to time, but these matters will be hidden from view of “open” matters? Is there a better solution?
- On a related basis, when reviewing draft invoices, it is really challenging to work down a list of matters and keep track of which invoices one has reviewed. Is there a way to create a checklist of invoices to ensure there’s no duplication of review or wasting of time? Right now, I’m manually writing a list and checking my review off as I go.
Thank you!
