Managing Matters

Intake Forms

• Generate Intake Forms with AI
• Getting Started with Intake for Smokeball Prosper+
• Getting Started with LeadPro
• Getting Started with MatterFlow
• Create a custom Intake Form
• 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
• Matter Type Favourites
• Change the Matter Type of an existing matter
• Change the Client's Role on an existing matter
• Set up and use Matter Stages
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Documents

• View the originating email of a document in a matter
• Use Boolean search for documents
• Scan Outlook for linked emails
• Importing documents, files and folders into a matter
• Send and save emails from a matter
• Create a PDF or combine multiple files into a PDF Bundle

Tasks

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

Time & Expenses

• Use the Time Finder to track activities
• Enter a time or fixed fee entry

Activity Intelligence

• Use the Activity View

Dashboard

• Add Dashboard Widgets