Smokeball's Chief Revenue Officer, Jane Oxley and Global Head of Product, Adele Hoyle recently got together to discuss all the exciting new software features that are coming down the pipe.
Pre-populate NSW Sale matters from title search or address
In all practice management systems, users will generally create a matter and manually populate that matter with all required data. This is the way it has always been done. However, we wanted to see if we could develop a way to streamline and speed up the matter creation process for Smokeball clients. We started by targeting conveyancing matters. The conveyancing market is very competitive and price-sensitive, so it is vital to be as efficient as possible when working on these matters to maximise the return on investment on the fixed fee.
For conveyancing matters, you always have the property address or the title reference. We worked with InfoTrack to identify all of the data that we can extract from a title lookup or title search and then utilise that data to pre-populate the matter, eliminating unnecessary data entry.
Smokeball users are reporting that they are now saving 5-10 minutes of data entry per matter due to this new functionality!
If you're wondering how you can get this time saving, we have implemented the title search on matter creation for NSW Sale matters. Purchase matters will be released soon and then we will look at rolling this out for the other states.
What is coming up?
When we talk to our clients we always ask them what they love about Smokeball and what is currently missing. A challenge many of our clients have experienced is being able to easily view where the matter is up to, especially when multiple people are working on a matter. They have all the necessary data on-hand, but it takes a few minutes to dig around, digest the information and determine what to do next.
In response, the "Matter Timeline" was born.
We have developed the Matter Timeline to surface all the key actions conducted on a matter into the one, easy to digest, area. The Matter Timeline is designed to eliminate the tedious task of assessing what’s next by digging through multiple tabs and communications. Smokeball users will now be able to view all recent matter activities, pick up a matter where someone has left off and make key decisions much quicker than before.
We will be turning on the Matter Timeline feature for all Smokeball clients in the next few weeks.
If you have any questions regarding the above information or you would like to see this new functionality in action, please give us a call on 1300 33 55 53 or book a free online demonstration.