*Video is best viewed in full screen. Select the "enter full screen" arrows at the bottom right of the video
Each matter has additional tabs to help keep you organized and narrow down what you are looking for within a matter. The tabs allow you to modify your Matter Options, see important Matter Details, and manage Emails, Calendar Events, Tasks, and Activity on each individual Matter.
1. Matter Tab: default tab that shows when you open a matter where you see all important details in regards with a matter and documents and emails.
2. Email Tab: Manage all your emails from this matter
3. Calendar Events Tab: See all previous and all upcoming calendar events related to this matter
4. Tasks Tab: See completed tasks and upcoming tasks for the matter, Apply Workflows
5. Activity Tab: See Activity Intelligence for all events, tasks, documents, emails, memos related to one specific matter
6. InfoTrack: See InfoTrack related searches including eSignatures with DocuSign
7. Time & Expenses: Manually enter fixed fee, time based, and expense entries
Did you know..
- You can see your Calendar Events, Tasks, and Activity for all matters in the Areas accessed from the Smokeball Home Screen.