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The Matter Details area contains all the important information for a given matter - from parties and property addresses to courts and opposing attorneys. Every matter within Smokeball has slightly different Matter Details based on area of law and jurisdiction.
All the info added into the Matter Details can later be referenced or automated in documents. You don't need to add all the information to Create a New Matter, but the best practice is to enter as much info as you can so all important details are in one place.
How to Add Matter Details:
- Start at the top and work your way down, entering matter information including: (1) Matter info, (2) Contacts, (3) Area of Law Specific Info
2. You can add additional fields from Matter Options/Settings
Did you know…
- If you keep on removing or adding certain fields to a matter, you create a Matter Template