Basic Navigation

File: Menu option to get to Smokeball Settings, access Support, Log out, or exit Smokeball. Learn more about Smokeball Settings.

Smokeball: You default logged in view of the Smokeball's Home Screen.

Communicate: Smokeball's secure messaging and file sharing feature. Use Communicate to interact with any client/third party or chat internally with your clients. Learn more about Communicate.

Time & Expenses: Create, review, or edit Time, Fee, and Expense entries across all matters. Learn more about Time & Expenses.

Firm Insights: Smokeball's powerful business intelligence feature that helps with the business side of running a law firm. Understand business trends, referral sources, matter & area of law profitability, staff insights, etc. This feature is only available for users designated as Firm Admin. Talk to your Account Manager if you do not see this tab. Learn more about Firm Insights.

Support: Quickest way to view Support contact information, create tickets, and get up to date Release Notes and Training resources.

Smokeball's Action Bar is your place for taking "action" in Smokeball. you'll use the New Matter button the most.

You can also quickly create contacts, calendar events, tasks, etc. However, the best practice is to create these actions from the appropriate Matter.

Quick place to jump to your Dashboard, Matters, Contacts, Calendar, Tasks, Activity, and basic Smokeball Reports.

By default, Smokeball will show all Open Matters in the center. Critical information, such as the name of the client, matter type, internal reference number, etc. are indicated by the grey column headers (1). Use the statuses menu in the upper-right to apply specific filters (2). Note: The final section of this article explains how you can further customize your Matters view using additional filters. 

Smokeball paginates the Matter List to ensure speedy load times. Use the numbers on the bottom to move between pages (3). On the left, you'll see folders to view specific matter types or access your five recently accessed matters (4). 

The Daily Digest shows you everything on the docket and needs to be accomplished for today (Calendar Events, Phone Messages, and Tasks). You can quickly view other staff's daily digest or jump to other days.

Look in Outlook & Notifications under Smokeball Settings to make sure you receive a daily email that includes your Daily Digest. Learn more about the Daily Digest.

Searching is the quickest way to find anything you are looking for. Smokeball's Search can help find any Matters, Contacts, Calendar Events, Tasks, Files, and Memos. Learn more about the best practices for searching in Smokeball.