Learn how to connect Smokeball to your Realaml account in order to run KYC and CDD verification on your contacts in Smokeball.
Connecting Smokeball to Realaml
- Log in to Realaml and go to the Integrations tab.
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Click Connect next to Smokeball.
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Enter your Smokeball login credentials to complete the connection.
Running a Verification
- Navigate to the Run Checks tab.
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Select your preferred verification type.
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Use the Smokeball field to search for a Matter Number or Matter Description.
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Select the matter. Matter Contacts will automatically import.
- Review the prefilled contact details, adding any missing information (e.g. Date of Birth).
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Check the Consent box and click Run Check.
- Repeat from Step 1 to verify more clients.
Accessing Verification Reports in the matter
Once verifications are complete, access your reports in Smokeball:
- Open Smokeball and select the relevant Matter.
- Click on All Files—you’ll see the Realaml verification PDFs stored here.
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Go to Time & Disbursements and click on the Disbursements tab to view the verification costs.