Part Eight: Additional tips and tricks for using Smokeball

View the Smokeball Knowledge Base

We know that you may have questions outside of our business hours. That is why we have an extensive Support Hub and Knowledge Base that covers all areas of Smokeball and is continually updated. Select the question mark at the top of your Smokeball client to access the Support Hub and Knowledge Base.

Attend training sessions

Your onboarding specialist may have already set you up with training sessions. If they have not, we encourage you to book one. 

A complete list of the types of trainings offered:

Basics: We offer a Live Basics Training Webinar where we teach you how to navigate the home screen, how to input a new matter, how Word and Outlook integrate with Smokeball, and how to generate documents using Smokeball. You will have the opportunity to ask questions at this webinar.

Essentials: The next training covers how Smokeball tracks your activity, how to input time and expenses, how to input tasks, how to create workflows, and how to use our Communicate app. You will have the opportunity to ask questions on this webinar as well.

Billing: We offer a Billing Introduction that shows users how to set up invoices, take a payment, deposit into trust, and send an invoice to a client. For more advanced questions, we recommend you take a Billing Q&A where you can meet with a billing specialist one-on-one to discuss things like trust accounting, reconciliation, bulk actions, and more. 

Automation: Smokeball will automate a set of documents for you in batches. However, we highly recommend someone in your firm takes this training to learn some basics for minor edits and the creation of basic templates. 

General Q&As and Billing Q&A: Once you go complete your Basics, Essentials, and Billing trainings, you are ready for personalized general Q&As and billing Q&As. Book the appropriate session type to get matched up with the right trainer anytime you have a list of questions. 

Submit tickets

Support Request: If Smokeball isn’t working as it should, we first recommend trying to close and re-open it first. If the issue persists, then do not hesitate to reach out to the Smokeball Help Desk. Submit a support ticket, and our team will be in touch with you. You can request a call back at a specific date/time. If possible, include a screenshot as an attachment and be as specific as possible. 

The preferred way to submit a ticket is to email the support team: support@smokeball.com.

Training Request: Have a question about Smokeball functionality? Submit a ticket to the training team. They will get back to you shortly with a response or set up a training session if your question is more involved. You can submit a ticket or email us.

Join the Smokeball Community

Smokeball Community is a place where you can see other users’ questions and forum answers, upcoming events, and even posts from the Smokeball Product and Training teams. This is where you can interact with your fellow users, learn how they use Smokeball, share best practices, and more. 

View Past Webinars and Attend Upcoming Ones

Once you have completed your Basics and Essentials training, take your skill with Smokeball to the next level by attending one of our special webinars. Webinars cover more advanced and focused topics which will help you optimize Smokeball for the specific needs of your firm.

Stay in Touch

There is always someone who can assist you with your needs. Whether it is sending an email to your onboarding specialist, Account Manager, and Support, or participating in training sessions, webinars, and Community, we are here to set you up for continued success. Active engagement will help you get the most value out of Smokeball.