Managing Matters

Intake Forms

• Getting Started with Smokeball Intake
• Set up Web Enquiries and Lead Intake forms
• Send and manage Matter Intake forms with MatterFlow
• Create a custom Intake Form
• Generate Intake Forms with AI
• Allow clients to book an appointment from your custom Intake Form
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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
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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
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Documents

• View the originating email of a document in a matter
• Use Boolean search for documents
• Save documents, webpages or images to a matter using Print to Smokeball PDF
• Scan Outlook for linked emails
• Smokeball Word Features
• Safe Custody / Document Register
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Tasks

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

Time & Cost Recoveries

• Set up default hourly rate
• Use the Time Finder to track activities
• Enter a time or fixed fee 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

• Getting Started with AutoTime
• Set up AutoTime
• Review AutoTime entries