Managing Matters

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