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Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
Intake Forms
Getting Started with Intake for Smokeball Prosper+
Getting Started with LeadPro
Getting Started with MatterFlow
Set up and manage Lead Intake forms with LeadPro
Send and manage Matter Intake forms with MatterFlow
Create a custom Intake Form
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Matters
Matter Type Favourites
Using Matter Templates
Matter Types Directory
Matter numbering
Additional Contact and Edit Role Legal Description
Documents
Importing documents, files and folders into a matter
Create a PDF or combine multiple files into a PDF
Tasks
Apply a Workflow to your matter
Exporting and Importing Workflows
Create & Apply Workflows
Time & Expenses
Enter a time or fixed fee entry
Dashboard
Add Dashboard Widgets
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Find answers, share ideas & discuss best practices with Smokeball users.
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