Get started with the basics and essentials of Smokeball with our wide range of self-paced training resources and webinars.
Self-guided courses Learn the ins and outs of Smokeball at your own pace by completing our Smokeball Academy courses.
Accessing the Academy for the first time? Enter your name and the email address you use to log into Smokeball.
Learning Path What you will learn
Smokeball Prosper+
Follow this specially curated learning path to master all Smokeball Prosper+ features:
The Basics and Essentials of Smokeball Prosper+
Billing features
Trust Accounting
Precedents
Intake Forms
Reports
AutoTime
Smokeball Grow
Follow this specially curated learning path to master all Smokeball Grow features:
The Basics and Essentials of Smokeball Grow
Billing features
Trust Accounting
Precedents
Reports
Optional courses:
Smokeball Boost
Follow this specially curated learning path to master all Smokeball Boost features:
Navigating Smokeball Boost
Boost matter management
Billing features
Optional courses:
FamilyProperty
This learning path provides all you need to get started with using FamilyProperty in your Smokeball family law matters.
FamilyProperty - Basics
FamilyProperty - Account Setup
FamilyProperty - Getting started
FamilyProperty - Questionnaire
FamilyProperty - Balance Sheet
FamilyProperty - Documents and Forms
FamilyProperty - Disclosure
FamilyProperty - Parenting
*LeadPro, MatterFlow and AutoTime are paid add-ons for Smokeball Grow and Boost plans. Refer to our pricing page for information on all plans.
Course What you will learn
Foundations 1: Basics Training
Navigating Smokeball
Creating your first matter
Managing documents and files in a matter
Generating legal documents and precedents
Managing emails related to a matter
Foundations 2: Essentials Training (for Smokeball Prosper+ firms only)
Managing tasks effectively in a matter
Scheduling and managing events, such as court dates, meetings, and deadlines
Capturing new leads and converting them into matters
Creating workflows to automate repetitive tasks and streamline processes
Foundations 2: Essentials Training (for Smokeball Grow firms only)
Managing tasks effectively in a matter
Scheduling and managing events, such as court dates, meetings, and deadlines
Record phone messages to pass to other staff members
Create time entries to bill your work accurately
Billing Training
Navigating Smokeball Bill
Creating manual time entries
Setting up and using AutoTime
Creating an invoice
Finalising invoices and adding invoice payments
Trust Accounting Training
Setting up your trust account
Recording and managing trust transactions
Completing trust reconciliations and closing out the end-of-month process
Dealing with common issues during trust reconciliations
Precedents Training
Creating and modifying Precedents
Inserting Automation Fields
Inserting Asks
Inserting If/Then/Else automation
Modifying document containers
Reports Training
Run reports on Smokeball desktopÂ
Run reports on Smokeball Boost
Intake Forms Training
Creating a custom lead or matter Intake Form
Implementing a lead Intake Form on your website
Managing responses to the lead Intake Form
Sending matter Intake Forms to clients
Managing responses to matter Intake Forms
AutoTime Training
Set up AutoTime for each staff member
Reviewing AutoTime entries
How AutoTime works for fixed fee and time-based matters
Xero Integration Training
Connect your Xero account to Smokeball
Learn how invoices and payments in Smokeball are synced to Xero
Learn how 'Paid to Supplier' disbursements are synced to Xero
Smokeball Boost Training
How to do the following in Smokeball Boost:
Managing matters
Using the calendar
Recording tasks
Uploading documents
Using the Client Portal
Creating memos
Billing and invoicing
Smokeball Boost - LeadPro Training
How to utilise the LeadPro add-on in Smokeball Boost to collect lead and prospect data
Add a lead Intake Form to your website
Build a custom lead Intake Form
View submissions from leads
Send a follow-up form
Smokeball AI Certification
How to utilise AI effectively for common legal tasks:
Document Review
Document Drafting
Communicating with your Client
Also, learn about ethical and social considerations when implementing an AI policy for your firm.
Archie Training
How to use Archie, Smokeball's AI Matter Assistant, for:
Document Review
Document Drafting
Communicating with your Client
Also, learn how to:
Use the Archie Prompt Library
Create a prompt in the Archie Prompt Library
Save prompts for use by the rest of your firm
Book a training session If you and your firm need further training on specific areas of Smokeball after completing the self-guided courses, you can book a session with one of our Training Specialists here .
You can book a session up to 3 months in advance. The times listed are subject to trainer availability for your preferred time. Slots also fill up quickly during peak periods such as trust audit season, so we recommend booking ahead of time.