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Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
Matters
How to recall and remember the progress of a matter
🎬Customise matter layouts
Create a new matter
Manage matters on the Smokeball Mobile App
Matter Type Favourites
Setting up Matter Stages
See all 21 articles
Documents
Compare documents in Smokeball
Creating blank letters
Where Can I Find My Documents?
Why is my Word document not saving?
Smokeball Word Features
Creating letters that are addressed to multiple recipients
See all 23 articles
Contacts
Create a contact in Smokeball Billing and Smokeball Start
Manage contact cards for firms, businesses or organisations
Manage contacts in Smokeball
How to remove duplicate contact cards
View Matters related to a Contact
Import contacts into Smokeball
See all 18 articles
Calendar
Create calendar events
View and create calendar events on the Smokeball Mobile App
Calendar View
Create a Group Calendar
Upcoming Events
AutoTime
How to review AutoTime entries
Set up AutoTime activity tracking
Tasks
Set up a document review Task View
🎬Set up tasks, workflows and calendars
Next Step
Set up Workflows
Apply a Workflow
How to create tasks
See all 8 articles
Activity Intelligence
Track time from activities completed in Smokeball
How to use the Activity Intelligence view
View and create time entries on the Smokeball Mobile App
Print or Export Activity Intelligence
Add an Activity
AI Duration
Leads
How to track referrals for leads
Creating a Lead
Working in a lead
View upcoming lead tasks
Add a workflow to a lead
Add matter stages to a lead
See all 8 articles
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