Transitioning to Smokeball: Important first steps for new firms

Available on Smokeball Grow and Prosper+

The Smokeball team is ready to assist you and your firm in starting to use Smokeball. To ensure a seamless transition, take a few simple steps.

Step 1. Setting up your Smokeball account, precedents & letterhead

For new firms, the first step is to complete our onboarding form. Our team will then set up your Smokeball account ready for your firm to use.

Step 2. Install the Smokeball desktop app

Download and install Smokeball on every desktop computer or laptop you will use.

Smokeball’s free mobile apps allow you to keep tabs on your firm on the go: 

Step 3. Import your contacts into Smokeball

Dive straight into Smokeball with your client data by importing your contacts into Smokeball.

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