For your firm
Smokeball's Client Portal is a reliable and secure system that enables file sharing and messaging between parties. Learn how the Client Portal works from a staff member's perspective.
- Client Portal Tour
- Customise your Client Portal branding
- Introduction to the Client Portal
- Send messages and files via the Client Portal
- Internal messaging with the Client Portal
- Send an SMS text message via the Client Portal
- Summarise a Client Portal Conversation with AI
- Export a message conversation to your matter
- Invite third parties to an event in Smokeball
- Set an Out of Office message in the Client Portal
- Archive a Client Portal Conversation
- Create an Internal document review workflow from the Client Portal
- Use the Client Portal to review documents
- Client Portal - Frequently Asked Questions
- View Client Portal messages
- Send requests to review documents via the Client Portal
- Understanding the Smokeball Bot in the Client Portal
- How the Client Portal makes messaging and file sharing secure