dashboardWISE
Turn your Smokeball data into clear, actionable dashboards for your entire firm.
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Description
dashboardWISE transforms your Smokeball data into clear dashboards and reports for your entire firm. See how clients, matters, people and billing are performing, then explore the details behind the numbers.
Bring your firm’s performance into one view:
- Firm dashboard: Monitor client and matter health, work in progress, billing and collections. Compare work hours by person and revenue by practice area, and track billable hours against work-profile targets in the calendar.
- Clients overview: Review each client’s matters, invoiced amounts, payments received, outstanding balances and accounts receivable days.
- Matter Health: Identify matters that need attention and review their trust balances, time WIP and expense WIP.
- Yield Report: Explore billable, non-billable and write-off hours alongside WIP, with monthly detail for each matter.
- Work in Progress: Compare recorded and billed hours, utilization and billed share, and review the work awaiting billing.
- People Performance: Track billable hours against adjusted targets, billable value, billed value, Collection and current WIP. Collection credits professional-fee cash received to the people who performed the billed work, excluding expenses, tax and interest.
- Billing: Compare invoiced amounts, payments received, outstanding balances, trust balances and accounts receivable days across practice areas.
Use date ranges, filters, sortable tables and report exports to focus on the information you need. dashboardWISE helps you spot stalled work, understand workload and follow cash flow with less time spent piecing together spreadsheets.
Media
Features
Firm-wide performance dashboards
Monitor work in progress, billing, collections, revenue, utilization, and realization from one clear, consistent view.
Matter and client health
Identify stalled matters, outstanding balances, workload trends, and areas that need attention before they become problems.
Staff and practice-area insights
Compare performance across attorneys, teams, and practice areas using consistent metrics your leadership team can trust.
Integration Diagrams
dashboardWISE securely reads authorized Smokeball data to build firm-wide dashboards. Data flows one way from Smokeball to dashboardWISE, and webhooks keep reporting synchronized as records change.
Data
Matters & contacts
Matters & contacts
Fees, expenses & invoices
Fees, expenses & invoices
Firm, staff, bank accounts & transactions
Firm, staff, bank accounts & transactions
Data
Matter & client dashboards
Matter & client dashboards
Billing & collections dashboards
Billing & collections dashboards
Performance & revenue dashboards
Performance & revenue dashboards