Home Screen: Organize Matters

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Organize Matters

There are various ways to sort and organize your matters in Smokeball. Try the suggestions below to find the best option for you.

1. Initial Sorting options

  • (1) Sort your matters by Internal Reference, Client Name. You can sort matters in matters ascending or descending order
  • (2) Add/Remove additional headings (if desired)

2. Additional Sorting Options

  • (1) View specific staff member(s) by selecting their initials
  • (2) Select State (if applicable)
  • (3) View All, Pending, Closed, Deleted, or Canceled items
  • (4) Show as a list, Group by Matter Tag, Group by Staff, etc.

Did you know…

  • You can quickly access 5 of the most recent matters you were working in

  • Right clicking on any matter in Smokeball's Home Screen shows some quick options

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