«Smokeball already reports on billings.»
It does, and it has no record of the advert or referral that produced the client, because that predates the matter.
Para Smokeball
Export billings from Smokeball, upload the leads behind them, and rank channels on work that was worth doing.
Sin clave de API Nada que instalar en SmokeballNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a Smokeball export of billings or collections — the client's phone or email, the amount and the date — and matches it against the calls, forms and referrals that produced the enquiry. Smokeball's distinguishing feature is automatic time capture, which means a firm using it knows what a matter actually consumed as well as what it billed — and that combination makes a channel's real profitability measurable rather than assumed. Revenue with no traceable lead is reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio Smokeball el 24 de septiembre de 2026.
La brecha
You know exactly how long every matter took. You have no idea which advert produced the ones that took too long.
Qué se vendió, a quién y por cuánto.
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
On the client record from intake. Whichever the intake form captured is the key.
Collections where you have them; billings otherwise. Whichever you choose, use it on every row.
When the work was billed. Keep the matter open date too, so the cycle is visible.
The captured hours on the matter. This is the column that turns a revenue ranking into a profitability one.
Paso a paso
Escrito para quien tiene Smokeball abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
One row per billing with a client contact detail, the amount and the date.
It is what makes this page different from every other legal page in the catalogue: revenue per hour by source rather than revenue by source.
Tracked numbers, the website form, directory listings, referral sources and any content that produces enquiries.
Matters run for months, and a shorter file measures the retainer rather than the matter.
The join runs on the phone and the email, normalised, and declined enquiries stay in the file as the cost of the source that sent them.
Lo que recibe
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Despachos de abogados, no de una cuenta de Smokeball.
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| Email marketing | 3 | $30,000 | |
| Directo / Desconocido | 14 | $204,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Most firms can tell you what a matter billed. A firm capturing time automatically can also tell you what it consumed, without relying on anybody remembering to write it down.
Put a lead source beside that and the question changes from which channel produces revenue to which channel produces work worth doing.
The two rankings differ, sometimes sharply: a source producing high-value matters that each consume triple the hours can be the least profitable in the firm.
Nothing else in this catalogue can support that comparison reliably, because in most systems the time data is too incomplete to trust.
Where the recorded time is exported, the report gives revenue per recorded hour by source, which is as close to a profitability ranking as a marketing report gets.
A great deal of small-firm work is fixed fee — conveyancing, wills, straightforward applications — where the price is set and the effort is not.
On a revenue-only view every fixed-fee matter from every source looks identical, which conceals the entire question.
With recorded time, the sources separate immediately into the ones sending clean matters and the ones sending complicated clients at the same price.
That is usually the single most useful output for a firm doing volume fixed-fee work, and it is invisible in any platform report.
It also tells you where a price increase is justified, which is a commercial decision the marketing report can actually inform.
Intake time is real: somebody takes the call, opens a file, assesses whether the firm can act, and frequently concludes it cannot.
A source producing a stream of enquiries outside the firm's practice areas has a genuine cost that never appears in a cost-per-client figure.
Keeping declined enquiries in the lead file makes that cost visible against the revenue the source did produce.
For a small firm where the person doing intake is also fee-earning, that cost is measured in billable hours rather than in admin time.
This is the reason a cheap lead source can be the most expensive thing a small firm buys.
Existing clients, other firms and local professionals produce most of the work in most small practices, and none of it arrives with an invoice attached.
That absence makes every paid channel look like a larger share of the firm than it is, and it hides the question of what actually causes referrals.
Recording the referral source at intake puts them into the same comparison on the same collected money.
The follow-on finding is usually the valuable one: which paid channels produce clients who go on to refer others, which makes those channels worth more than their own billings suggest.
Preguntas justas
It does, and it has no record of the advert or referral that produced the client, because that predates the matter.
It is not, and fixed fees are exactly the case where it is not — the price is constant and the effort is not.
Then the report will show that with a number, and the useful question becomes which paid channels produce clients who refer.
No. It reads an exported file, so your matters, documents and time entries stay where they are.
Billings or collections with a client contact detail, the amount and the date.
Revenue per recorded hour by source, which is a profitability ranking rather than a revenue one.
Because the price is the same from every source and the effort is not, so a revenue-only view conceals the whole question.
Yes. Intake costs a fee-earner's time, and a source producing unusable enquiries is expensive in the currency a small firm cannot spare.
A year, because matters run for months and a shorter file measures the retainer.
Collections where you have them. Whichever you choose, apply it to every row.
Yes, recorded at intake, and in small firms they usually dominate.
Yes, where the export carries one, and it is usually necessary for a general practice.
Any revenue with no traceable enquiry. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus recorded hours and a practice area if you include them. No matter details, no documents, no time narratives. Encrypted in transit and at rest and deleted with the import.
Collected fees per source, revenue per recorded hour where time is included, and everything unmatched kept visible.
Por sector
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
Otros sistemas
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Smokeball y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Nada que instalar en Smokeball, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.