Mobile Phone App - Basics

Use the Mobile App to get quick and easy access to all your matters, files, calendar, contacts, tasks, and time & fee information.

Any action you take on Smokeball's Mobile App syncs with the Smokeball application on your pc. Use the Mobile app to be in control of your practice from anywhere at any time.

Note: The Mobile App is not a full function Smokeball Application and is designed more to give you access to information on the go.

Download the Mobile App below or search Smokeball in your App Store

    

How to use Smokeball's Mobile App

  • When you open the Mobile App, the Daily Digest will appear.
    • The Daily Digest includes all important Calendar Events and Tasks for that particular day.
    • Select the "^" arrow at the bottom of the screen to get quick access to the key features of the Mobile App. Select the arrow to minimize the screen to return to the home screen.
    • Quick add any Contact, Event, Task, or Time Entry.

Search for any Contacts, Calendar Events, Matters, and Tasks

  • Use the filters to edit your search criteria

  • Select the "Home" button on the bottom left to return at any time to the home screen.

Access your Matters, Calendar, Time Entries, Contacts, and Tasks

    • Review the individual articles on each feature for more information on each feature.
Matters

The Mobile App includes all your important details from your Matters including Matter Contacts, Files, Tasks, and Calendar Events, Time, and even your Notes.

Calendar

Easy access on the go to your Calendar. Review, edit, or create Calendar Events from the Mobile App.

Time

Review, edit, or create Time and Fee entries

Contacts

Review, edit, or create Contacts directly from the Mobile App.

You can even use the Contact to call, email, or pull up their address in your Maps application.

Tasks

Review, edit, complete or create Tasks.

 

Working with files and photos from your Phone & Other Apps

You can upload files and photos from your phone to a matter by selecting the + icon and choosing the appropriate option.

 

You can also use Smokeball's Client Portal to secure message and file share with clients and other third parties. 

 

Many other Apps, such as the popular WhatsApp supports 'Sharing' of images etc.  After clicking on Share, navigate to locate the Smokeball App, select your matter and your Image will now appear in the matter on your pc. 

Example from WhatsApp:

1. Use Kebab menu from image to select Share

2. Scroll to locate Smokeball (Must have previously installed Smokeball App on your phone)

 

 

3. Select Matter to select the matter to save the file to 

4. Select from the list or search

 

5. Select Share

 

File will load to your matter in Smokeball:

 

 

 

 

 

 

 

Was this article helpful?
2 out of 2 found this helpful

Articles in this section