Use Widgets located on the right-hand side of your matter to organise and track its progress.
Read on to learn about what Widget types are available and how to rearrange them in a matter.
Types of Widgets
Billing
The Billing widget shows a high-level view of balances in Smokeball Billing including Trust, Unbilled, and Unpaid balances. If a user has been disabled from accessing financial information in Smokeball Staff & User Settings, this Widget is unavailable to them.
Next Step
The Next Step Widget shows you a quick view of the next task. Use the Next Step to make sure every staff member knows what needs to happen next and manage critical deadlines.
Use the Next Step Report in Reports to see your next Steps across all your matters. Learn more about Next Step.
Upcoming Events
The Upcoming Events Widget will show the next two upcoming Calendar Events for a matter.
File Preview
Use the File Preview to review any file directly from a matter. Click on the arrow icon to make the preview window larger.
Contact Details
When a contact is selected in Matter Details, the Contact Details Widget gives additional information about the contact without clicking on the contact.
From this widget, you can also create a letter addressed to the contact or copy the details to a vCard/VCF format to use elsewhere.
Right-click on specific items in the contact card (home phone, address, etc.) to easily copy that item to your clipboard.
Notes
Notes are post-it notes on your matter. They can be used as a quick reminder or as a checklist of items. Notes can be printed later.
Notes should not be used as a "to-do" check list as Tasks & Workflows are the better feature to use. You can create default Notes in Matter Configuration. Learn more about Default Notes.
Critical Dates (Conveyancing)
Any critical dates recorded on the matter will show up in this widget, allowing you to quickly refer to it at a glance.
Rearrange Widgets
To rearrange the order of your Widgets, select the three dots (…) on the bottom right of the matter screen.
Select which Widgets you want to have visible and drag the Widget names to change the order.
Important Note: To ensure that the order of matter widgets stays the same across all matters, make sure you only have one matter open. After rearranging, close the matter window before opening another matter.