Once your firm has received a signed fee agreement or has accepted a new client, you can convert the lead created in Smokeball into a matter.
Select the Convert to Matter button above Lead Details to start the process.
After selecting Convert to Matter, Smokeball displays a window to choose the Matter Type.
Note:
- If Smokeball has a Matter Type with the same name in the same category, Smokeball will auto-select it, otherwise, Smokeball will fall back to expanding the same category.
- At the bottom, Smokeball shows the current Lead Type of the Lead and the Matter Type selected that the Lead would change to.
Converting a lead to a matter is not a reversible process. You'll be presented with a confirmation box to check if you still wish to proceed.
- If the Lead Type and Matter Type are 100% compatible, the user will see the following prompt:
- If the Lead Type contains contacts or layouts that do not exist in the Matter Type the Lead is changing to, you will see a warning prompt. Please note that leads currently only contain contacts.
- Any incompatible data will be removed when converted.
- Make a note of the data before conversion for placing in the converted matter. Memos or contact cards can hold data in the new matter.
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Once converted, the heading color changes from dark green to dark blue and the icon changes from (L) to (M).
If you've enabled automatic matter numbering, Smokeball assigns a Matter Number/Internal Reference.