Manage matters on the Smokeball Mobile App

Have all matter information at your fingertips on the Smokeball Mobile App. Whether you are trying to get quick contact information, look up a file, or create a calendar event, the app has you covered.

To get started, tap on the Menu_button.jpg button on the bottom of the screen, then tap on Matters under the Go To section.

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You'll be presented with a list of all matters under your Smokeball firm. To filter this list further, tap on the Filter icon on the top-right corner.

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Then, tick the statuses and persons responsible you wish to see and select Done.

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View matter details

When you tap on a matter, you'll access a condensed view of all the matter's details. Use the arrows on the top navigation bar to find the information you need.

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Details tab

The Details tab contains party contact information and a customisable Next Step section to bring any tasks regarding this matter to the forefront.

Tap on Choose a next step to create a new task or select from an existing task.

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If you have a party's email address listed here, you can send them an email - however please note that emails sent using this method won't be saved to Smokeball unless they are part of an existing email chain.

Files tab

The Files tab shows a list of all files and documents attached to the matter. You can view and save them to your mobile device for easy access to printing on the go.

If you are sharing sensitive files or information, the best practice is to use Communicate for secure messaging and file sharing.

Tasks tab

The Tasks tab shows all tasks associated with the matter, sorted by To Do, Due Later, and Completed. You can also create a new task by tapping the Plus icon on the top-right corner.

Events tab

The Events tab shows all calendar events associated with the matter. Tap on the Plus icon to create new events that synchronise with the Smokeball calendar. 

To view all calendar events across all matters, navigate to the Calendar section in the Smokeball Mobile App.

Notes tab

The Notes tab synchronises with the Notes section in the Smokeball desktop app, allowing for convenient access.

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Memos tab

The Memos tab links to the Memos section in the Smokeball desktop app, allowing for convenient access.

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Time tab

The Time tab shows all time and fee entries associated with the matter. Tap on the Plus icon at the top-right corner to create a new entry.

You can also create a time entry from the main menu on the Smokeball Mobile App. 

Expenses tab

The Expenses tab shows all expense entries associated with the matter. Tap on the Plus icon at the top-right corner to create a new entry.

Next Steps

Learn more about each feature in the mobile app:

 

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