Manage matters on the Smokeball Mobile App

Available on Smokeball Grow and Prosper+

Have all matter information at your fingertips on the Smokeball Mobile App. Whether you are trying to get quick contact information, look up a file, or create a calendar event, the app has you covered.

Important Note

You cannot create matters from the Smokeball Mobile App.

To get started, tap on the hamburger icon on the bottom left corner of the screen, then tap on Matters. You'll be presented with a list of all matters under your Smokeball firm.

 

Tap on Search matters on the top of the screen to search to find a matter by the Matter Name, Description or Matter Number.

You can also use the Filter icon on the top-right corner to filter the list of matters. Tick the statuses and persons responsible you wish to see and select Done.

Note: The Mobile App displays your matters in groups of 100 to keep everything running smoothly. To see more, scroll to the bottom of your current list and the next 100 matters will automatically appear.

View matter details

When you tap on a matter, you'll access a condensed view of all the matter's details. Scroll across the top navigation bar to find the information you need.

1000065678.gif

Details tab

The Details tab contains party contact information and a customisable Next Step section to bring any tasks regarding this matter to the forefront.

Tap on Choose a next step to create a new task or select from an existing task.

If you have a party's email address listed here, you can send them an email - however please note that emails sent using this method won't be saved to Smokeball unless they are part of an existing email chain.

Files tab

The Files tab shows a list of all files and documents attached to the matter. You can view and save them to your mobile device for easy access to printing on the go.

On iOS, you can also add Smokeball as a Sharing option to easily save files from your device to the matter in one tap.

Sharefile_iOS.gif

If you are sharing sensitive files or information, the best practice is to use the Client Portal for secure messaging and file sharing.

Tasks tab

The Tasks tab shows all tasks associated with the matter, sorted by To Do, Due Later, and Completed. You can also create a new task by tapping the Plus icon.

Events tab

The Events tab shows all calendar events associated with the matter. Tap on the Plus icon to create new events that synchronise with the Smokeball calendar. 

To view all calendar events across all matters, navigate to the Calendar section in the Smokeball Mobile App.

Notes tab

The Notes tab synchronises with the Notes section in the Smokeball desktop app, allowing for convenient access.

Notes.png

Memos tab

The Memos tab links to the Memos section in the Smokeball desktop app, allowing for convenient access.

Memos.png

Time tab

The Time tab shows all time and fee entries associated with the matter. Tap on the Plus icon to create a new entry.

You can also create a time entry from the main menu on the Smokeball Mobile App, or via the Timer. 

Cost Recoveries tab

The Cost Recoveries tab shows all cost recovery entries associated with the matter. Tap on the Plus icon to create a new entry.

Was this article helpful?
0 out of 1 found this helpful

Articles in this section

See more