The Client Portal (formerly Communicate) is Smokeball’s secure messaging and file-sharing platform, designed to protect confidential client information and streamline communication.
Client Portal Features
Secure File Sharing and Messaging
- Send confidential information via files or chat securely through client portal Messages in the desktop or mobile application.
- Ensure all communications stay protected. You can even share entire folders with your client!
- Learn more about sending and receiving files securely on the Client Portal.
Internal Messaging, Matter, Conversation, and Channels
- Whether everyone is working in the same office, different locations, or you have remote staff, Client Portal Messages allow you to send direct messages to individuals or groups.
- Start internal conversations on a matter or even set up individual channels for internal use.
- Learn more about internal messaging with the Client Portal
Communicate Mobile App
- Send messages and review files on the go through Smokeball's Communicate App.
- Receive notifications of messages directly to your phone so you never miss an important message.
- Secure chat with any client of third party.
- Learn more about using the Communicate Mobile App.
SMS Text Messaging
- You can send an SMS text message directly from a client portal Messages conversation, even if your client isn't using the Client Portal yet.
- Learn more about sending Client Portal messages as SMS Text Messages.
Smokeball Bot
- Smokeball's Bot will send you various messages to help you navigate the business side or day to day firm operations.
- Use the Smokeball Bot to create reminders for reviewing or responding to important information and receive high-level profitability information.
- Learn more about the Smokeball Bot in Messages.
Client Experience
- The Client Portal assures your clients that all conversations they have with your firm and any confidential information shared is secure.
- Clients can receive and share files with your firm.
- Clients can complete important Intake forms you send to them on the Client Portal.
- Use internal chat and channels to keep everyone in your firm on the same page for responding to client questions.
- Clients or any third party can connect to your firm on the Client Portal via a web browser on their phone, computer, tablet, or other smart device. If you are looking for a client or third-party-facing resource, send them the Client Experience article.
Did You Know
- Smokeball will also send a Windows desktop notification for any new Messages that remain unread after 30 seconds. Clicking on the notification will send you directly to the conversation.
- Smokeball must be open for desktop notifications to work.
- Any Windows notification blockers, such as Focus Assist, must be set to off for this feature to work.