Managing Matters

Intake Forms

• Getting started with Intake for Smokeball Prosper+
• How to set up and manage Web Enquiries and Lead Intake
• View a list of available Intake Forms
• 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
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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 29 articles

Leads

• Create a Lead
• Create Leads on the Smokeball Mobile App
• Key differences between Leads and Matters in Smokeball
• View upcoming Lead tasks
• Track Referrals for Leads
• Add a Workflow to a Lead
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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
• Apply contact tags
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Documents

• Create a letter in Smokeball Boost
• Open the originating email of a document
• Create a File Note
• Using Smokeball File Manager
• Use Boolean Search for documents
• Download a copy of all matter documents to access them offline
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Calendar

• Invite third parties to an event in Smokeball
• 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
• Exporting and importing Workflows
• Create a Next Step
• Set up Workflows
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Time & Disbursements

• What are hard costs and soft costs?
• 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
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Activity

• Add an Activity
• Add an activity in Smokeball Boost
• 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
• See all 7 articles

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

• Generate AutoTime descriptions using Smokeball AI
• Getting Started with AutoTime
• Set up AutoTime activity tracking
• Review AutoTime entries
• Using grouped AutoTime entries