Get started with the basics and essentials of Smokeball with our range of self-paced training resources.
If you have any questions, please reach out to your Account Manager or Onboarding Specialist.
Self-guided courses
If you prefer to learn on your own schedule, or if you are looking for a way to reinforce what you learned with our trainers, then our self-guided Smokeball Academy courses are for you. The Smokeball Academy empowers you to master Smokeball at your own pace.
Accessing the Academy for the first time? Enter your name and the email address you use to log into Smokeball.
| Course | What you will learn |
| Foundations 1: Basics Training |
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| Foundations 2: Essentials Training |
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Book a training session
Need assistance with a complex question or prefer to learn in person? Book a training session with one of our expert trainers.
| Topic | Description |
| Smokeball Foundations | Let's set the foundations and get you started with Smokeball. Learn how to navigate Smokeball, create matters, use the precedent library, with document & email management. |
| Smokeball Building on Foundations | We have set the foundations, now we start to build. We will start with a Q&A, and move onto what is important to you to cover next. We suggest Calendar management, Tasks & Workflows, phone messages, however we can work at your pace with what is important to you. |
| AutoTime | This session is aimed at fee earners who time record. |
| Client Account Training | In this session we will take you through client account postings, reconciling, including adding adjustments if required. |
| Invoice Training | This session is aimed at anyone who is going to be entering fees & cost recoveries, raising invoices and applying payments to invoices. |
| Precedent Training | Learn how to manage the Precedent library, create and edit existing precedents and create your own with Basic automation fields. |
| Q&A - 30 mins | An opportunity to ask all the Smokeball related questions that you may have, and likely pick up some handy tips from our team along the way. |
| Q&A - 1 hour | Have lots of questions? Here is an opportunity to ask all the Smokeball related questions that you may have, and likely pick up some handy tips from our team along the way. |
| Additional Training | Book this session to cover any non-Billing/client account feature training. Select from popular topics such as Lead management, Intake, Tasks & Workflows, Client Portal messaging, dashboards or anything you like! |