Smokeball onboarding checklist

Available on Smokeball Grow and Prosper+

Follow this checklist to get up and running in the Smokeball desktop app and web app.

Before you begin

Please complete Step 1: Being prepared so you can work with your firm's data.

1. Set up your firm & users 

2. Set up your matters 

3. Set up billing preferences 

4. Set up document automations and your precedents library 

5. Configure Outlook and notifications 

6. Apply integrations and connect with other software 

Was this article helpful?
8 out of 8 found this helpful

Articles in this section