The Client Portal (formerly Communicate) is Smokeball’s secure messaging and file-sharing platform, designed to protect confidential client information and streamline communication.
Client Portal Features
Secure File Sharing & Messaging
- Share confidential files or chat securely with your client without leaving Smokeball.
- Ensure all communications stay protected. You can even share entire folders with your client!
- Learn more about sending and receiving files securely on the Client Portal.
- If you have the Archie AI add-on, you can use Archie to help convey your message by changing the tone, length or by improving your writing.
Invoice Viewing and Payments
- Clients can view and pay invoices securely through the Client Portal, reducing the risk of invoice fraud.
- Learn more about sending an invoice via the Client Portal.
Intake Form Submission
- Clients can complete Intake Forms directly in the portal, keeping all correspondence in one secure location.
- Learn more about Lead Intake and Matter Intake.
Staff Internal Messaging
- If staff members work in different locations, or you have remote staff, use the Client Portal to send direct messages to individuals or groups.
- You can have internal conversations on a matter or even set up individual channels for internal use.
- Learn more about messaging internal staff members on the Client Portal.
Communicate Mobile App
- Use the Communicate mobile app to send messages, review files, and get real-time notifications on the go.
- Learn more about the Communicate Mobile App.
SMS Text Messaging
- Send SMS messages directly from a conversation, even if the recipient isn’t using the Communicate app.
- Learn more about sending Client Portal messages to your client as an SMS.
Your Client's Experience
- Clients and third parties can access the portal via mobile app or web browser, ensuring secure, streamlined communication at every step.
- If you are looking for a client or third-party-facing resource, send them the Client Experience article.