Smokeball Training Resources

• Navigating Smokeball
• Creating your first matter
• Managing documents and files in a matter
• Generating legal documents and precedents
• Managing emails related to a matter

• 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

• 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

• Navigating Smokeball Bill
• Creating manual time entries
• Setting up and using AutoTime
• Creating an invoice
• Finalising invoices and adding invoice payments

• 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

• Creating and modifying Precedents
• Inserting Automation Fields
• Inserting Asks
• Inserting If/Then/Else automation
• Modifying document containers

• Run reports on Smokeball desktop 
• Run reports on Smokeball Boost

• 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

• Set up AutoTime for each staff member
• Reviewing AutoTime entries
• How AutoTime works for fixed fee and time-based matters

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

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