Managing Matters

Intake Forms

• Set up a custom URL redirect after Intake Form completion
• Allow Intake Form respondents to complete your form using Voice
• Intake Form Version History and Publishing
• Getting Started with Smokeball Intake
• Set up Web Enquiries and Lead Intake forms
• Send and manage Matter Intake forms
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Matters

• Add and edit custom referral types
• Create a new matter
• Organise and Filter Matters
• Show and hide matter details
• Matter Type Favourites
• Change the Matter Type of an existing matter
• See all 23 articles

Leads

• Create a Lead
• Create Leads on the Smokeball Mobile App
• Working in a Lead
• View upcoming Lead tasks
• Track referrals for Leads
• Add a workflow to a lead
• See all 9 articles

Contacts

• Create a new contact
• Add multiple contacts in the same Role

Documents

• Using the Smokeball add-in on the Outlook Mobile App
• View the originating email of a document in a matter
• Create an Attendance Note
• Use Boolean search for documents
• Save documents, webpages or images to a matter using Print to Smokeball PDF
• Scan Outlook for linked emails
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Calendar

• Invite clients and third parties to Events via the Client Portal
• Create Calendar Events
• Calendar View

Tasks

• Working with Tasks
• Create & Apply Workflows
• Apply a Workflow to your matter
• Exporting and Importing Workflows
• Next Step
• Viewing Tasks

Time & Cost Recoveries

• Using the Smokeball Timer
• Set up default hourly rate
• Use the Time Finder to track activities
• Enter a time or fixed fee entry
• Enter a cost recovery entry

Activity Intelligence

• Add an Activity
• How Activity Duration is Tracked
• Track time from activities completed in Smokeball
• Use the Activity View

Dashboard

• Customise your Dashboard
• Add Dashboard Widgets

AutoTime

• Generate AutoTime descriptions using Smokeball AI
• Getting Started with AutoTime
• Set up AutoTime
• Review AutoTime entries