“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.
Sem chave de API Nada para instalar no SmokeballNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio Smokeball em 24 de setembro de 2026.
A lacuna
You know exactly how long every matter took. You have no idea which advert produced the ones that took too long.
O que foi vendido, para quem e por quanto.
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
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.
Passo a passo
Escrito para quem está com o Smokeball aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
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.
O que você recebe
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Escritórios de advocacia — não de uma conta do Smokeball.
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| E‑mail marketing | 3 | $30,000 | |
| Direto / Desconhecido | 14 | $204,000 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O 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.
Perguntas 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 setor
Como fica o relatório depois que a exportação entra, escrito para cada um.
Outros sistemas
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Smokeball e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Nada para instalar no Smokeball, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.