Getting Started

Step 1: Preparing to move to Smokeball

• Smokeball System Requirements
• Transitioning to Smokeball: Important first steps for new firms
• Welcome to Smokeball: Your onboarding plan
• Import data into Smokeball
• Import contacts into Smokeball

Step 2: Setting up Smokeball

• Install Smokeball
• Add a new Smokeball user
• Smokeball Configuration Call: What to expect
• Creating contacts, leads and communication
• Getting Started with the Smokeball Mobile App

Step 3: Navigating Smokeball and managing matters

• Basic Navigation
• Navigate the Smokeball Dashboard
• Customise your home screen
• Use the Smokeball action bar
• Search in Smokeball
• Using the Smokeball Daily Digest
• See all 13 articles

Step 4: Setting up your invoicing and trust accounting

• Getting Started with the Smokeball Cloud Companion app and Billing
• Smokeball Billing Training
• Preparing for your trust account transition
• Manage invoicing and trust accounting

Smokeball Academy

• Smokeball Training Resources
• Smokeball Academy Self-paced Courses
• 📖 Trust Accounting Basics
• Foundations Training: Basics
• Foundations Training: Essentials

Community

• Smokeball Community Overview
• Getting Started with the Smokeball Community