Managing Matters

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
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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
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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
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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
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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