Legalito Integration

Learn how to seamlessly integrate Legalito with Smokeball to streamline your conveyancing process. This integration allows you to manage pre-contract enquiries more efficiently by providing a secure, fully electronic platform for communication between law firms, helping to reduce delays and errors in enquiries.

You can learn more about Legalito by visiting their website: https://legalito.co.uk/

Connecting Smokeball to Legalito

Follow these steps to connect your Smokeball account to Legalito and begin managing enquiries.

1. Log in to Legalito Smart Enquiries and click on your user icon.
2. Select Settings from the dropdown menu.
   
3. Navigate to the Integrations tab on the Settings page.
4. Find Smokeball in the integrations and select Connect.
   
5. Enter your Smokeball credentials and select Sign in.
   

Once you complete these steps, the integration will be connected and you're ready to start using Legalito with Smokeball.

Using Legalito with Smokeball

Watch our introductory video to learn more about using Legalito with Smokeball:

Connect matters from Smokeball

You can easily create a Legalito matter linked to an existing Smokeball matter by following these steps:

1. In Smart Enquiries, click on Create matter.
   
   
2. Your active Smokeball matters will appear on the Create Matter screen. Use the search box to find the relevant Smokeball matter, then select Import.
   
   
3. The details from your selected Smokeball matter will be automatically imported into your Smart Enquiries dashboard, ready to start raising enquiries.
   

Upload documents from Smokeball matters

When raising enquiries, you can easily upload any document from your linked Smokeball matter.

1. In the enquiry screen, select Upload file(s).
   
   
2. Select Import from Smokeball to access the files saved in your linked Smokeball matter.
   
3. Select the document(s) you want to upload, then select Import selected document.
   
   

Smart Enquiries automatically saved to Smokeball

When you raise Smart Enquiries on a linked matter, the system will automatically save them as a file in your Smokeball matter. These will be saved in a Smart Enquiries folder on your matter.

Replies to enquiries will automatically sync back to Legalito, as well as automatically updating the enquiry document saved in your Smokeball matter.