Has anyone set up a Smokeball matter that is just a general office/administration file where you save correspondence and other docs that are not related to a specific matter? Does it throw out any of your reporting etc? Failing that, where do you house all this stuff?
Using a Smokeball Matter for a general office matter for admin and non-client related documents
- Financial;
- Human Resources;
- Technology;
- Partner Meetings / Discussions;
- [Name of law firm] Trust Deposit (for our initial cushion deposit);
- [Partner / Employee name] (for documents related to each individual such as hiring / onboarding, CLE / training / discipline, sick/leave, termination etc.)
You can set the matters to “not-billable”. Without knowing how you use your reporting I could not comment on how this will affect it. I want to know how much time is spent on these different non-billable areas of practice.
Hi Wendy, I specifically asked Smokeball support if there was another way to do this rather than setting up matters with my firm as the client. I had hoped there would be a standard non-billable matter type, such as business development, but apparently there is not. So you do just need to set up each of your non-billable matter codes with your firm as a client (or you could assign a dummy-client name, I suppose!)
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