FamilyProperty Deep Integration

Work seamlessly between Smokeball and FamilyProperty with the Smokeball x FamilyProperty Integration.

This new integration allows you to:

• Send the FamilyProperty Questionnaire to clients from within Smokeball
• Sync important information captured in FamilyProperty or Smokeball between both systems
• Work on your FamilyProperty Balance Sheet or Parenting Calendar without leaving Smokeball
• Track time spent working in FamilyProperty
• Automatically save documents created in FamilyProperty back to Smokeball

Send the FamilyProperty Questionnaire to a client in a lead

When creating a new Family lead in Smokeball, tick the Send Questionnaire box at the bottom of the window. This will prompt you to send the questionnaire via a Communicate message or email.

You can also send the questionnaire to your client directly from the lead by selecting the Questionnaire icon. This is also where you go if you wish to complete the questionnaire with or on behalf of your client.

Send the FamilyProperty Questionnaire to a client in a matter

Send a FamilyProperty Questionnaire to your client or complete it on their behalf by selecting the Questionnaire icon in a matter:

For Questionnaires sent using the shareable link in FamilyProperty, a new Family lead will be automatically created in Smokeball once the Questionnaire is submitted by your client.

Automatically sync information between Smokeball and FamilyProperty

The following information will be synchronised between Smokeball and FamilyProperty automatically:

Work on your FamilyProperty Parenting Calendar or Balance Sheet in Smokeball

You can now access the FamilyProperty Parenting Calendar and Balance Sheet from your Children and Property Matter.

• If you are in a Children Matter in Smokeball, you will only be able to access the FamilyProperty Parenting Calendar from the Matter.
• If you are in a Property Matter in Smokeball, you will only be able to access the FamilyProperty Balance Sheet from the Matter.

Track time spent in the FamilyProperty Parenting Calendar and Balance Sheet

Any time spent working in the FamilyProperty Parenting Calendar or Balance Sheet will be automatically tracked in Smokeball on the Activity tab.

Automatically save documents created in FamilyProperty back to Smokeball

Any documents that are created from the ‘Smart Forms’ button will automatically save back to your Smokeball Matter, in the Documents section.