Learn how to utilise Smokeball Quick Search and Advanced Search to find matter information quickly and efficiently.
Smokeball Desktop App
Quick Search
Quick search provides immediate access to open Leads, Matters, Contacts, Tasks and Events. It is accessible from any page on the Smokeball home screen.
Simply start typing the required search query (no need to press the ‘Enter’ key) and results begin to appear in a dropdown list that displays the top 5 results.
Quick Search includes the following helpful functionalities:
- Suggested Text: As you type a search term, Smokeball will suggest a result based on your previous search terms.
- Keyboard Shortcut: You can quickly jump to the search bar by hitting “/” on your keyboard while on the main Smokeball screen.
- Full Result Labels: Under each Quick Search category, we have provided the total number of results, so you can assess if you need to proceed to advanced searching.
Advanced Search
Advanced search allows you to delve deeper into your firm’s stored information. You can refine your search with additional filters to explore a broader range of results across various data sources, including documents and memos.
- You can access Advanced Search by either:
- Conduct a quick search then select Advanced Search at the bottom of the quick search results.
OR - Select Search from the left-hand Views menu:
- Conduct a quick search then select Advanced Search at the bottom of the quick search results.
- Advanced Search will categorise all search results into Leads, Matters, Contacts, Events, Tasks, Memos and Documents. Click on the tabs to view the results.
- Select Save Conflict Check to save search results to the Documents section of a specific matter if needed.
Advanced Search includes the following helpful functionalities:
- Full list: Review a full list of matched results with a broader amount of information on each.
- Result counts: See a summarised count on each results tab, so you can easily jump to an area with a positive result.
- More result types: Includes global memos and document searching.
- Matter type filtering: You can use the pane on the left to search through all matter types or narrow your search to a specific area of law or matter type.
- Boolean Search: Use Boolean search operators like and, or, and quotation marks ("") to perform more precise document searches.
- File Preview: Clicking on the sidebar will allow you to preview a document before opening it.
- Conflict check: Easily save search results directly to your matter as part of your conflict check workflow.
Tip: Not seeing expected results? Try checking the search filters highlighted below.
Smokeball Web App
From any tab in Smokeball, enter your search terms in the search bar on the top-right corner. Smokeball will display search results across all matters, leads and contacts directly under the search.
Select See all results at the bottom of the preview to conduct a full search in Smokeball, including finding invoices, tasks, memos and documents containing this search term.