How to navigate the Smokeball Web App

Available on Smokeball Grow and Prosper+ Cloud Companion App

The Smokeball Web App has everything you need for billing in one place. With features like Activity, you can bill more in less time and increase your profitability.

Navigation basics

The Home Screen gives you access to everything you need:

  1. View your Matters, Contacts, Time & Fees, Invoices, Accounts, and Reports in the leftmost menu. 
    • Select the > icon to expand the icons for a description.
  2. Access Firm Settings, Support, and Search functionality using the buttons in the upper-right hand corner. 
  3. Quick add a matter, contact, time/fees, expenses, credit, and trust/operating retainer funds.
  4. Filter for the view you select from the leftmost menu. 

 

web app views

Matters
  • Access all your Matters. 
  • Use the filters to narrow your view by Matter Type, Matter Status, Attorney Responsible, and Trust Balance. 
  • 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.
Calendar
Tasks
  • Tasks help your staff keep track of important to-dos.
  • Assign Tasks to specific firm members with due dates. 
  • Learn more about Tasks.
Time and Fees
  • Similar to Smokeball Desktop, 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.
Messages
  • Send secure messages and/or files with clients and staff through the Client Portal.
  • SMS messages available.
  • Learn more about Messages.

 

 

Settings and search overview

Billing Settings
Search
  • Search for anything in Smokeball Boost 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.

 

Did You Know

Once you've completed billing cycles, you can review Firm Insights to see estimated profitability and gather insight on the business side of practicing law.

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