I'm fairly new to Smokeball, but experienced with a variety of CRMs. I'm looking for deeper explanations than I've found in Smokeball support.
For example, besides the last date a matter was touched, what other filters are applied to the "Matters with no activity" widget? If a matter is in a dormant stage, will it continue to show up in the list? If so, the widget isn’t useful for this estate planning practice. Is there another widget that might be more helpful?
Hi
Thank you for reaching out and sharing your experience with Smokeball. We understand the importance of having a clear understanding of the features and widgets available, especially as you navigate through the platform.
Regarding your question about the 'Matters with No Activity' widget, I'd be happy to provide further clarification. This widget primarily focuses on displaying all open and pending leads or matters that have not had any work done within a certain timeframe, based on the last activity date. It does not currently provide information on whether a matter is in a dormant stage, and there are no additional filters applied beyond the last activity date.
For an estate planning practice like yours, where tracking dormant stages is crucial, you might find the 'Stages Board' widget more helpful. This widget allows you to see all matters in a stage set, sorted by their progress within the stage set. It can help identify if matters are bottlenecked at certain stages or if there's a need to convert more leads into matters.
Additionally, the 'New Matters' widget could be useful for keeping track of new cases coming into your practice within a specific timeframe.
Please note that the customization of the dashboard and the widgets you see are only visible to you and won’t affect other users in your firm.
You can also make use of the Matter Reports available in Smokeball Desktop listed below :
Matter Full List - Use this report to generate printer-friendly readouts of all your matters. You can filter the report by the person responsible and the person assisting, which cannot be done when exporting your matters from the Matters tab. You also can filter multiple matter types, set a date range filter, and even organise your reports using your custom tags.
Matter Referral List - This report shows your matter’s referrals. This report also includes a billing amount column which can be used to help calculate referral fees. You can apply date range filters and use the Group By filter to organise the report by referral type or referrer.
Matter Archiving - Use this report to generate a list of closed matters that have been archived.
Matter Next Steps - Run this report to generate an overview of the progress of all your matters based on the current task and/or workflow step.
Matter Summary List - With this report, firms will be able to see a full list of their matters, including details on the current status of each matter and the next steps.
Matter Turnaround Time - This report enables firms to track the time it takes to close a matter by identifying the number of days that have elapsed between its opening and closure.
If you have any further questions or need assistance with anything else, please don't hesitate to reach out. We're here to support you every step of the way as you continue to explore and utilize Smokeball.
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