How do I change my firm name?
To change the firm name, the following needs to happen:
- Changing the firm name in the firm details.
- Changing the firm name in the letterhead.
- Alerting Smokeball about the change.
To change the firm details, go to Settings > Firm Details and enter the new name. Hit "Save".
To edit the firm letterhead, go to Settings > Document Containers and select your letterhead. Make sure to save all changes.
If the letterhead is specific to you (not used for the entire firm), you will need to open the document and edit the firm name. Make sure to "Save & Close" in Smokeball to save the letterhead. If you are unsure of the automation process, read this article or submit a ticket and we will be happy to assist you!
During any time in this process, you can alert a member of our Smokeball team about the firm name change. Create a ticket or give us a call at (855) 668-3207 and inform us of the change. We will then be able to change the name in our records.