List of Intake Forms

You can access the full list of intake forms from within the Smokeball desktop and web app at any time. 

Smokeball desktop app:

Available on Smokeball Grow and Prosper+ LeadPro_MatterFlow.png

  1. Select File from the top-left corner of Smokeball, then select Intake Forms.
  2. Select the menu next to the search bar 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:

USAU_BoostGrowProsper.png LeadPro_MatterFlow.png

  1. Select the gear icon on the bottom-left corner of the Smokeball Web App, then select Intake Forms.
    Firm Settings.png
  2. Select the menu next to the search bar to view all intake forms, all Lead forms or all Matter forms.2025-02-11_17-35-03.jpg
    • If your firm has created custom lead intake forms, these will also be listed when you only filter for All or Lead forms.
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