Welcome to Smokeball: Your onboarding plan

1. Transitioning to Smokeball

Are you part of a new firm that has never used Smokeball before? Read the following articles if you’ve just signed up for Smokeball or completed your initial consultation.

• Important first steps for new firms  
• Import contacts into Smokeball

2. Getting Started with Smokeball 

Have you just installed Smokeball and want to jump into the software? 

• Get a feel for Smokeball with basic navigation tips

• Add your firm's staff

• Import data into Smokeball

• Set up your firm with our checklist

3. What to expect from Smokeball Training 

Foundations Training (Part 1) – Basics

These are the most important steps to get you started with your first matter in Smokeball. Read more about what to expect in Basics training.

Foundations Training (Part 2) – Essentials 

Learn the next steps to help make your day more productive, including managing your tasks, calendar and communication with clients. Read more about what to expect in Essentials training.

Setting up your trust account 

This is an important session that will show you how to run a trust trial balance and reconcile your account. Ensure that your firm has prepared for the trust transition before this session.

Billing training

Billing training is specifically tailored to your firm. Our experts will ensure you’re paid correctly, with instructions on how to enter fees and disbursements and create invoices. It will also cover any accounting software integrations.  

Tailored Q&A

Our training team are willing to arrange specific sessions based on your needs. You can request training by contacting us.  

4. Ongoing support  

Our team of experts are here for you. Simply call us on 1300 33 55 53 during business hours or contact us.