Managing Matters
Manage leads, daily activities, documents, emails & events.
Intake Forms
- Getting started with Intake for Smokeball Prosper+
- How to set up and manage Web Enquiries and Lead Intake
- Collecting matter information using Matter Intake
- How to complete an Intake Form on behalf of a client
- Allow clients to upload documents and autofill your Intake Form
- View a list of available Intake Forms
- See all 18 articles