New Matter

A Matter is an digital copy of your paper file that allows you to store all related data, documents, emails, tasks, and other documentation in one place for easy access. The best way to think of a matter is to think of everything that would normally go into a paper file will exist in a matter except you will have access to it from anywhere. 

One of the best parts about Smokeball is that depending on your area of law and jurisdiction, the Matter Details will look different. Once you open a new matter, you can begin entering important details immediately. Since the information fields are matter specific, you can add exactly what you need for any given matter.

How to Add a New Matter

1. Click New Matter from the Home Screen

2. Select the state and choose matter type. You can also choose from Matter Type Favorites or Matter Templates

3. Enter in the Matter Details to create the matter. The minimum amount of info to enter in to create a matter are:

  • Matter Number: This is found under Matter Info. If you have automatic matter numbering set up you won't need to manually enter a number.
  • Client's name: Full name of your client must be entered. This section is a row underneath Matter Info
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