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Smokeball Support Hub
Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
Intake Forms
List of LeadPro and MatterFlow Intake Forms
Getting started with Intake for Smokeball Prosper+
Getting Started with LeadPro
Set up and manage Lead Intake forms with LeadPro
Getting Started with MatterFlow
Send and manage Matter Intake forms with MatterFlow
See all 7 articles
Matters
Set a fee estimate on a matter
Show and hide matter details
Delete a matter
Change the matter type of an existing matter
Recall and remember the progress of a matter
🎬Customise matter layouts
See all 25 articles
Documents
Change your signature in a letterhead document
Compare documents in Smokeball
Where can I find my documents?
Why is my Word document not saving?
Smokeball file upload and download statuses
Smokeball Word Features
See all 23 articles
Contacts
Create a new contact
View and edit contacts
View Matters related to a Contact
Adding multiple contacts to matter details
Remove duplicate contact cards
Using the Safe Custody register
See all 14 articles
Leads
Create a lead
Working in a lead
View upcoming lead tasks
Track referrals for leads
Add a workflow to a lead
Add matter stages to a lead
See all 8 articles
Calendar
View and create calendar events on the Smokeball Mobile App
Create calendar events
Create a Group Calendar
Calendar View
Tasks
Set up a document review Task View
🎬Set up tasks, workflows and calendars
Create a Next Step
Set up Workflows
Apply a Workflow
Create tasks
See all 8 articles
Time & Disbursements
How do I run a report to show all activities without time entries?
Find unbilled time and disbursements
Set up default hourly rate
Use the time finder to track activities
Enter a time or fixed fee entry
Enter a disbursement entry
Activity Intelligence
Track time from activities completed in Smokeball
Use the Activity View
View and create time entries on the Smokeball Mobile App
Print or Export Activity Intelligence
Add an Activity
Activity Duration
AutoTime
Getting Started with AutoTime
Set up AutoTime activity tracking
Review AutoTime entries
Using grouped AutoTime entries
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