Smarter Drafter is an automated legal document provider based in Australia. Smarter Drafter connects with Smokeball and allows you to:
- Use Smokeball contacts when creating forms in Smarter Drafter
- Save documents generated in Smarter Drafter to a matter in Smokeball
To get started with Smarter Drafter, visit their website to schedule a consultation.
Setting up the integration
- Log in to Smarter Drafter, then navigate to Account Settings.
- Select Integrations, then select Smokeball - Legal Practice Management Software.
- Click Enable. You will be prompted to enter your Smokeball login details.
From here, the integration will be activated. All contact and matters will be synced from Smokeball to Smarter Drafter.
How the integration works
Syncing contacts
Contacts in Smokeball are synced to Smarter Drafter every time you use a Smart Q&A Form. To use a Smokeball contact, start typing their name into the Name field and select it to automatically fill in their details in the document.
The following fields will be automatically populated in the Smart Q&A form:
- Name
- Address
- Trust information
- Other personal details
After submitting a document, you will be asked if you want to save any new contact information into Smokeball.
Sending documents to Smokeball
After submitting a document in Smarter Drafter, you will be asked if you wish to send the document to the Smokeball matter. From there, you can choose the matter to send it to and the document will then appear in a folder within the Smokeball matter.
You can also send the document to Smokeball at any time by selecting Send to Smokeball from the Submission table.
I have an issue with my Smarter Drafter integration
If you encounter issues with the Smarter Drafter and Smokeball integration, get in touch with Smarter Drafter Support.