You can access the full list of intake forms from within the Smokeball desktop and web app at any time.
Smokeball desktop app:
- Select File from the top-left corner of Smokeball, then select Intake Forms.
- Select the menu on the right-hand side of the Forms window to view all intake forms, all Lead forms or all Matter forms.
- If your firm has created custom lead intake forms, these will also be listed when you only filter for All or Lead forms.
Smokeball Web App:
- Select the gear icon on the bottom-left corner of the Smokeball Web App, then select Intake Forms.
- Select the menu on the right-hand side of the Forms window to view all intake forms, all Lead forms or all Matter forms.
- If your firm has created custom lead intake forms, these will also be listed when you only filter for All or Lead forms.