Create a File Note

Learn how to create a File Note (also called Progress Note), to help you keep track of client meetings by documenting what was discussed and who attended.

To create a File Note:

1. Open a matter in the Smokeball desktop app.

2. In the Matter Action Bar, select New Document, then select File Note.

   

3. The File Note will open in Microsoft Word, where you can start adding your notes.

   

4. Select Save & Close on the top-left corner of the Word Action Bar once you are done with entering information in the File Note.

After saving the File Note, you can find it in the All Files section at the bottom of the matter. 

Customise your firm's File Note template

Smokeball provides a default File Note template, but you can change it if you want to use your own:

1. Open the Smokeball desktop app, then select the gear icon on the top-right corner to open Smokeball Settings.
2. Click on Document Containers from the left panel.

3. Right-click on the File Note document container and select Modify.

   
4. The template will open in Microsoft Word. Make your changes as needed, then Save and Close the template. Learn more about modifying document containers.