1. Smokeball Support Hub
  2. Getting Started
  3. Step 3: Navigating Smokeball and managing matters

How to navigate the Smokeball Web App

Updated

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Smokeball Bill is a web application has everything you need for billing and productivity in one place. Read on to learn about the major features of Smokeball Bill. 

Navigation basics

The Home Screen gives you access to everything you need:

  1. These are your Views. Use these links to see an overview of your Matters, Contacts, Time & Fees, Invoices, Accounts, Reports, and the Smokeball Marketplace.
  2. Access Firm Settings and Support Help in the lower left corner.
  3. Use this field to search for matters, contacts, and more.
  4. Use the Create New button to quick add a matter, contact, payment, time/fees, expenses, credit, and trust/operating retainer funds.
  5. Filters for the View you select (See Step 1).
  6. Create timers.
    • Enter a subject line and search for the matter related to the timed entry. Use the complete button when ready to turn the timer into a time entry. Multiple timers can be used at once and paused if you are multitasking. 

Smokeball Bill Views

Dashboard
  • A centralized overview of billable data, recent matters, and invoices.
  • Quick links to matters, invoices, and time/fees. 
Matters
  • Access all your Matters. 
  • Use the filters to narrow your view by Matter Type, Matter Status, Attorney Responsible, and Trust Balance.
    • Use the double arrows at the bottom of the filters to expand or contract this menu.  
  • Scroll through or search for matter using the search bar. 
  • Searching can be done by client name or matter number.
  • Select any Matter to review it. 
  • Learn more about Billing Matters.
Contacts
  • Access to all your contacts. 
  • Filter your view based on the role. 
  • The Contacts View is where you can manage debtors with payment plans.
  • Select any contact to see additional details, including contact information, matters, all invoices, transactions in trust & operating retainer accounts, and individual client payment plans. 
  • Learn more about Payment Plans.
Time and Fees
  • The Time & Fees View is a place where you can review, edit, or create time, fee, and expense entries for any Matter. 
  • All entries created in the web app will be accessible in the desktop application and vice versa. 
  • Learn more about creating entries in Smokeball.
Invoices
  • Whether you are responsible for creating, editing, and finalizing all invoices, or creating drafts for Attorneys to review, the Invoices View is where you can find what you need.
  • Use the filters to access any individual invoices, bulk create invoices, bulk finalize with payments, and send out your reminders. 
  • Learn more about all the features in the Invoices View.
Accounts
  • Accounts is where you will manage all your Trust and Operating Retainer transactions. 
  • You can also review your ledger. The web app has powerful features to help you manage your accounts including Evergreen Retainer and Bank Reconciliation. 
  • Learn more about managing your Trust and Operating Retainer.

Reports
  • Smokeball has the reports you need to manage all aspects of the billing cycle including trust, invoicing, matter overview, and time/expenses reports. 
  • All reports include filters to customize your view and can be printed or exported as a PDF or CSV file. 
  • If you can't find the information in Reports you need or have a request for a new report, reach out to your account manager or submit a ticket to support@smokeball.com. 
  • Learn more about Billing Reporting.
Marketplace
  • Visit the Smokeball Marketplace to integrate Smokeball Bill with specialized apps to take your firm's business to the next level.
  • Use the additional search field above I want to... to search for apps on the Marketplace. 

 

Settings and search overview

Settings
  • Select the cog wheel or Settings in the lower left corner to access Firm Settings, your Smokeball Bill Preferences, Smokeball Payments, or log out.  
  • Learn more about Firm Settings.
  • Learn more about Smokeball Payments.
  • Preferences will allow you to toggle Daily Digest email alerts and to enable Two Factor Authentication.
Search
  • Search for anything in Smokeball Bill by using client name or matter number. 
  • As you search, suggested results will appear. Select See all results for a more detailed search that includes contacts, matters, and invoices.

 

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