Matters
Learn the basics and all features in Smokeball 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
- Add matter details
- Add a matter type as a favourite
- Delete a matter
- Set the billing type on a matter
- Change the matter type of an existing matter
- Set a fee estimate on a matter
- Recall and remember the progress of a matter
- Organising your matters
- Manage matters on the Smokeball Mobile App
- Set up and use matter stages
- Set up matter templates
- Use the matter timeline to view matter progress
- Managing matter based permissions
- Add and apply Matter Tags to a matter
- Managing matter widgets
- Record a memo
- Set up automatic matter numbering
- Duplicate a matter
- Close and archive a matter
- Save Conflict Checks to a matter
- Create a phone message
- Record notes
- Managing open documents with co-workers