The team at Smokeball is here to help you and your firm get started using Smokeball. To be prepared, there are a few simple steps to take to ensure you have a seamless transition.
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 you firm to use.
You will now be assigned a dedicated Onboarding Specialist.
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:
- Smokeball mobile app– manage your tasks, calendar, contacts and matters anywhere, anytime.
- Communicate mobile app – securely send and receive client messages and share documents.
You can also install a Google Chrome extension to save webpages and PDFs directly to a matter.
Step 3. Getting ready for your first onboarding or training session
Your Onboarding Specialist will schedule all onboarding and training sessions for you. To be prepared for your first call, we recommend you:
- Download Zoom
- Our training team use Zoom to guide you on using Smokeball during the onboarding and training sessions. Download Zoom for free before your first call to maximise your learning time.
- Prepare your data
- Send us your contacts to be imported into Smokeball so you have real data you can work with during our training sessions.