Search in Smokeball

Learn how to utilise Smokeball Quick Search and Advanced Search to find matter information quickly and efficiently. 

Smokeball Desktop App Smokeball Web App

Smokeball Desktop App

Quick Search

Quick search provides immediate access to open leads, matters, contacts, tasks and events. It is accessible from any page on the Smokeball home screen.

Simply start typing the required search query (no need to press the ‘Enter’ key) and results begin to appear in a dropdown list that displays the top 5 results.

Note: Quick search returns open matters and active contacts only. Use Advanced search below to find more results.

Advanced Search

Advanced search allows you to delve deeper into your firm’s stored information. You can refine your search with additional filters to explore a broader range of results across various data sources, including documents and memos.

To access Advanced Search:

1. Conduct a quick search.
2. Select Advanced Search at the bottom of the quick search results.
3. Advanced Search will categorise all search results into Leads, Matters, Contacts, Events, Tasks, Memos and Documents. Click on the tabs to view the results. 
4. Select Save Conflict Check to save search results to the Documents section of a specific matter if needed.
   

Boolean Search is available for documents in Advanced Search, which allows for targeted searches across matter files.

Tip: Not seeing expected results? Try checking the search filters highlighted below.

Document search in a matter

You can search for documents in individual matters by entering search terms in the search bar within the matter.

Smokeball Web App

From any tab in Smokeball, enter your search terms in the search bar on the top-right corner. Smokeball will display search results across all matters, leads and contacts directly under the search.

Select See all results at the bottom of the preview to conduct a full search in Smokeball, including finding invoices, tasks, memos and documents containing this search term.

Search Logic

• Search is not case sensitive (a = A) and supports special characters.
• Quick search shows the top 5 results, and advanced search shows up to the top 200 results.

For best results, follow the rules below when searching in Smokeball:

Matters and Leads

• Client Name/Other Side Name
  • Exact match: Lee
  • Partial match: Leeroy (but not Leeroy)
  • First letters: Lee Ryan James, Jack Brown
• Matter Number
  • Exact match: 857
  • Partial match:
    • Prefix: 857/001
    • Suffix: 2024/857
    • Infix: 2024/12345
  • 10 character limit (per separator i.e. space, / or -)
• Matter Description
  • Exact match: 123 Fake Street Sydney
  • Partial match: 123 Fake Street (but not 123 Fake Street)Matter Description
  • Exclusion: Street type only (neither Avenue nor Ave)

Contacts

The following search logic applies to both Individual (Person) and Organisation contact types.

• Individual or Organisation Contact's First/Middle/Last Name and Business Name
  • Exact match: Lee
    • Partial match: Leeroy (but not Leeroy)
    • First letters: Lee Ryan James, Jack Brown
• Phone Number
  • Exact match: 0412345678
  • Partial: 0412345678 (but not 0412345678)
  • Ignores number format (041234 and/or 04 1234 etc)
• Email
  • Exact match: john@mail.com
  • Partial: john@mail.com (but not johnsmith@mail.com)
• Address
  • Exact match: 123 Fake Street
  • Partial: 123 Fake Street (but not 123 Fake Street)