Smokeball Training Resources

Updated 09 October 2024 23:34

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.

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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 Optional courses: Trust Accounting Precedents LeadPro MatterFlow 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 Optional courses: Trust Accounting Precedents LeadPro* MatterFlow* Reports AutoTime*
Smokeball Boost	Follow this specially curated learning path to master all Smokeball Boost features: Navigating Smokeball Boost Boost matter management Billing features Optional courses: LeadPro*
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 desktop Run reports on Smokeball Boost
LeadPro Training	Implementing a lead intake form on your website Managing responses to the lead intake form
MatterFlow Training	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 (New!)	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.

Pre-recorded training

Below are video recordings of some past training sessions.

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Essentials Training

Billing Training

Basics Training

Essentials Training

Billing Training

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