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Smokeball Academy Self-paced Courses

Updated

Learn the ins and outs of Smokeball at your own pace by completing our Smokeball Academy courses.

Grow/Prosper+ Boost
Course What you will learn
Foundations 1: Basics Training
  • Navigating Smokeball
  • Creating your first matter
  • Managing documents and files in a matter
  • Generating legal documents and precedents
  • Managing emails related to a matter
Foundations 2: Essentials Training (for Smokeball Prosper+ firms only)
  • Managing tasks effectively in a matter
  • Scheduling and managing events, such as court dates, meetings, and deadlines
  • Capturing new leads and converting them into matters
  • Creating workflows to automate repetitive tasks and streamline processes
Foundations 2: Essentials Training (for Smokeball Grow firms only)
  • Managing tasks effectively in a matter
  • Scheduling and managing events, such as court dates, meetings, and deadlines
  • Record phone messages to pass to other staff members
  • Create time entries to bill your work accurately
Billing Training
  • Navigating Smokeball Bill
  • Creating manual time entries
  • Setting up and using AutoTime
  • Creating an invoice
  • Finalising invoices and adding invoice payments
Trust Accounting Training
  • Setting up your trust account
  • Recording and managing trust transactions
  • Completing trust reconciliations and closing out the end-of-month process
  • Dealing with common issues during trust reconciliations
Precedents Training
  • Creating and modifying Precedents
  • Inserting Automation Fields
  • Inserting Asks
  • Inserting If/Then/Else automation
  • Modifying document containers
Reports Training
  • Run reports on Smokeball desktop 
  • Run reports on Smokeball Boost
LeadPro Training [New!]
  • Implementing a lead intake form on your website
  • Managing responses to the lead intake form
MatterFlow Training [New!]
  • Sending matter intake forms to clients
  • Managing responses to matter intake forms

 

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