Communicate is Smokeball's secure messaging and file sharing system
What would you like to learn about?
- Send Messages and Files Via Communicate
- Review Conversations and Files
- Communicate Alerts
- Direct Messaging - Internal
- Export a Conversation
- Communicate Mobile App
- Communicate Client Experience
Send Messages and Files Via Communicate
There are three ways to send messages or files securely through a matter in Smokeball.
1. From the Message button within a matter
- Add appropriate external parties or staff to be included in the conversation
- Include a message
- Attach desired files and select share
- From the Files list within a matter
- Right click on 1 or more files
- Select Send > Communicate
- You will be presented with a Share screen as per item 1 above with the files selected already attached
- Simply add appropriate external parties or staff to be included in the conversation
- Include a message
- Select share
- From the Communicate Tab within a matter
- Select Start a conversation
- Select your external parties and staff you want to include in the conversation
- Select Create
NB: The parties will not be alerted of the conversation until a message or files have been sent, as per step below.
Once a conversation has been created, you can now compose your message, attach files and send securely through Communicate
1. Type your message
2. Select Paperclip to attach documents
3. Choose attachments
4. Enter message (if not entered at 1)
5. Send (1) File
Review Communicate Client Experience for more information on the end user experience
Review Conversations and Files
All conversations through Communicate can be reviewed in Smokeball on the desktop application or Communicate Mobile App.
- You can review conversations within the matter or from the Communicate Tab on the Smokeball Home Screen.
Communicate Alerts
When a response to a message is received, Smokeball will display alerts on the desktop app and mobile app
- A red number will appear on the Smokeball icon and Communicate tabs to alert of a new message.
- Users with the mobile app installed will also receive a notification.
This indicates where each external participant has read up to in the conversation history
Direct Messaging
Communicate allows you to internally message other staff within the firm.
Direct messaging to each other is available on the Android and iOS apps as well as within Smokeball.
- Direct messages will appear on the Communicate Home Page and on Communicate window within a matter.
- In order to start a message with another staff member select the "+" button next to Direct Messages.
- Simply select the person you would like to message and then Go.
Export a Conversation
Should you be required to export your conversation history for auditing purposes or evidence in court, you can do so by following the simple steps below.
- From the
Button on the top right of the conversation, Select the Export Conversation to Matter option
- The full conversation history will be exported to CSV and saved to the matter file list
- This file can be opened and formatted in excel as desired
Did you know...
- Smokeball users can also log into Communicate on a web browser to review messages
- Smokeball users must select the Sign in here link to login
- All external clients and third parties must enter their email address to get a new secure link to access their conversations.
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