Using the Client Portal

Available on Smokeball Boost, Grow and Prosper+

Smokeball has an in-built Client Portal messaging platform that allows you to message clients or internal staff members and send documents securely. 

Learn more about the Client Portal in our overview.

Grow/Prosper+ Boost

Smokeball Grow/Prosper+

Message a contact

  1. Open a matter file and select the Message button from the Matter tab. blobid0.png
  2. Choose the recipient(s) and compose your message.
    • You can opt to send the message as an SMS text message or require recipients to complete multi-factor authentication to view it.
  3. Select Send.

Send and share files

Send a file

Send will deliver the file as a one-off attachment as a message.

  1. Navigate to the All Files section at the bottom of your matter window and right-click on the file.
  2. Select Send then select Client Portal..
  3. Choose the parties and add an optional message. You can also attach extra files here. 
  4. Select Send.

Share a file

Share will deliver the file as a dynamic link, meaning that the recipient can view any changes you make to the file itself.

Changes you make to a document in Smokeball will carry over to a client when shared. Your clients can then view the latest version of the document from their Client Portal without you needing to send them multiple versions.

  1. Navigate to the All Files section at the bottom of your matter window and right-click on the file.
  2. Select Share then select Client Portal..

  3. Choose the parties and add an optional message. You can also attach extra files here. 
  4. Select Send.

When you click on a Shared document in a conversation:

  1. The Shared icon is denoted next to the name of the document.
  2. Information on the document's last update is located in the top-right corner of the document viewer.
  3. [Version 8.13 onwards] Select the three dots on the top-right corner of the document to remove client access to it.

Note:

  • Large files can be sent through the Client Portal.
  • Documents sent between parties on the Client Portal can be viewed from the Messages section in the matter’s File viewer.

Other ways to access the Client Portal

You can also access the Client Portal from the browser or the mobile app.

Smokeball Web App

Message a contact

  1. Open a matter file and select the Messages tab.
  2. Click on the plus icon next to the External Matter Conversations heading.blobid1.png
  3. Select the message's recipients, and choose if they require multi-factor authentication to view it.
  4. Select Create.

Send and share files

Send a file

Send will deliver the file as a one-off attachment as a message.

  1. From within the conversation, click on Attach and choose the file you wish to send.
  2. Select Send Files.

Share a file

Share will deliver the file as a dynamic link, meaning that the recipient can view any changes you make to the file itself.

Changes you make to a document in Smokeball will carry over to a client when shared. Your clients can then view the latest version of the document from their Client Portal without you needing to send them multiple versions.

  1. From within the conversation, click on Share and choose the file you wish to share.
  2. Select Send.

When you click on a Shared document in a conversation:

  1. The Shared icon is denoted next to the name of the document.
  2. Information on the document's last update is located in the top-right corner of the document viewer.
  3. [Version 8.13 onwards] Select the three dots on the top-right corner of the document to remove client access to it.

Note:

  • Files up to 100 MB can be sent through the Client Portal.

Other ways to access the Client Portal

You can also access the Client Portal from the browser or the mobile app.

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To assist your client with messaging, send them the Communicate Guide to get started.

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