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Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
Intake Forms
Print an Intake Form
Send an Intake Form to your client with pre-populated data
Allow clients to upload documents and autofill your Intake Form
Generate Intake Forms with AI
Getting started with Intake for Smokeball Prosper+
Getting Started with LeadPro
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Matters
View matter history
Link related matters
Add and edit custom referral types
Create a new matter
Organise and filter matters
Show and hide matter details
See all 30 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
Contacts
Create a new contact
View and edit contacts
View Matters related to a Contact
Adding multiple contacts to matter details
Delete a contact or remove duplicate contact cards
Using the Safe Custody register
See all 12 articles
Documents
View the originating email of a document in a matter
Create a letter in Smokeball Boost
Create a File Note
Using Smokeball File Manager
Use Boolean Search for documents
Download a copy of all matter documents to access them offline
See all 36 articles
Calendar
View and create calendar events on the Smokeball Mobile App
Create calendar events
Create a Group Calendar
Using the Calendar View
Tasks
Apply a Workflow to your matter
Print tasks
Set up a document review Task View
🎬Set up tasks, workflows and calendars
Exporting and importing Workflows
Create a Next Step
See all 10 articles
Time & Disbursements
Delete a fee or activity entry
Using the Smokeball Timer
How do I run a report to show all activities without time entries?
Find unbilled time and disbursements
Enable billing for time and disbursements
Set up default hourly rate
See all 9 articles
Activity
Add an Activity
Activity types and conditions
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
Dashboard
Add a kanban board to your Dashboard
Navigate the Smokeball Dashboard
Customise your dashboard with widgets
Navigate the Smokeball Bill/Boost Dashboard
View all Settlement Dates and Conveyancing Critical Dates
AutoTime
Getting Started with AutoTime
Set up AutoTime activity tracking
Review AutoTime entries
Using grouped AutoTime entries
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