Managing Matters

Intake Forms

• 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
• Getting Started with MatterFlow
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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
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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
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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
• Using the Safe Custody register
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Documents

• Create a File Note
• Using Smokeball File Manager
• Use Boolean Search for documents
• Download a copy of all matter documents to access them offline
• How can I change the email address on Outlook when creating an email from a matter?
• Bulk export emails from a matter
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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
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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
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Activity

• Add an Activity
• 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
• Activity Duration

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