Forms to Submit for Client Automation
When you are getting started with Smokeball, our Client Automation team will automate 10 of your personally created document templates or forms. Before submitting documents to us to automate, take a minute to think of your most commonly used forms. Below are some commonly submitted documents/templates.
Smokeball has a templates and forms to use including prescribed court and authority forms. If there is a prescribed court or authority, title insurer form, jurisdictional specific form, etc. our Content team will automate that and make it available in Smokeball's form/template library. Prescribed court and authority forms do not count towards your 10 submitted forms.
If you are unsure what to submit or have any questions on automation, talk to your account manager and trainer.
|Area of Law||Official Name||Nickname||Notes|
|General (Most Areas of Law)||Retainer Letter||We can often combine multiple versions of fee agreement letters into a single form|
|Notice of Deposition|
|Notice of Trial|
|Real Estate||Attorney Modification Letter||Mod Letters||Buyer and Seller use different versions|
|Mortgage Contingency/Attorney Modification Period (AI) Extension Request Letters||Extension Requests||Buyer’s Side. Firms will usually have separate ones for different requests. Other may have different versions for each request citing different reasons for the extension. All versions can usually be merged into a single doc using Asks and If/Then/Elses|
|Warranty Deed; Bill of Sale; Affidavit or Title; FIRPTA||Closing Docs||For IL firms, we have many versions of closing docs (including those from title companies) as well as cover sheets already automated|
|Closing Confirmation Letter|
|Estate Planning||Wills: Simple Will, Pourover Will||Firms usually have multiple versions of each type of Wills: Man; Woman; Single; Married; With Children; Without Children. All versions are usually combined into one. Often, but not always, different types of Wills are combined into one; this depends on the language the firm uses.|
|Trusts: Revocable, Non-Revocable, Special Needs||Firms usually have multiple versions of each type of Trusts: Man; Woman; Single; Married; With Children; Without Children. Unline Will, while different versions of Trusts will be combined, each type will remain a separate form.|
|Certification of Trust|
|Family||Petition for Dissolution of Marriage||Petition/Complaint||Some firms have different versions: with kids; without kids. Versions are combined.|
|Answer for Dissolution of Marriage||Answer/Response||Some firms have different versions: with kids; without kids. Versions are combined.|
|Marital Settlement Agreement||MSA||Some firms have different versions: with kids; without kids. Versions are combined.|
|Joint Parenting Agreement||JPA|
|Interrogatories||Roggs||Some firms often have 2 different versions: to Defendant/Respondent and to Plaintiff/Petitioner. Often the questions are the same regardless of addressee, so versions are combined|
|Request for Production of Documents||RFP||Some firms often have 2 different versions: to Defendant/Respondent and to Plaintiff/Petitioner. Often the questions are the same regardless of addressee, so versions are combined|
|Personal Injury||Medical/Billing Records Request||Firms often have separate letters requesting Bills; Records; and a third version requesting both. All versions merged into one letter|
|Interrogatories||Roggs||Plaintiff/Defendant versions are often very different, so they are not merged.|
|Request for Production of Documents and Other Materials||RFP||Plaintiff/Defendant versions are often very different, so they are not merged.|
|Letter of Representation||Letter of Rep||There are usually different versions: one to defendant/driver, the other to defendant's insurance company. Versions are kept separate|
|Complaint||Because PI Complaints are largely comprised of matter-specific information, a minimal amount of information can be automated on these|
Did you know...
- Once automated, your documents/templates will appear in the Form/Template Library
- When submitting prescribed court and authority forms automation requests, please send us a priority top 10 documents.
- Your letterhead and caption do not count towards the 10 submitted documents.