Basic Navigation

Smokeball is a powerful, yet intuitive program designed to help you from start to finish running your practice.

Smokeball Basic Navigation

Once you log into Smokeball, it is easy to get to anything you need from the home screen.

  • (1) File, Smokeball, Communicate Time & Expenses, Firm Insights, Support Tabs
  • (2) Action Bar
  • (3) Matters, Contacts, Calendar, Tasks, Activity Intelligence (A.I.), Reports
  • (4) Matters
  • (5) Daily Digest
  • (6) Search

  • Everything you need for your practice is a click away.
Tabs

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.

Action Bar

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 this actions from the appropriate Matter.

Views

Quick place to jump to all your Contacts, Calendar, Tasks, Activity Intelligence (A.I.), and basic Smokeball Reports.

Matters

By default, Smokeball will show all Open Matters in the center. On the left, you'll see folders to use as filters and quick access to your five recently accessed matters. See below on how to get customize your home screen views using additional filters.

Daily Digest

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.

Search

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.

 

  • Right click on the Matter headings or use the additional filters to customize your individual view of Smokeball's Home Screen.
    • Add/Remove by right clicking, drag to sort, click to sort any of the headings
    • Filter your Matters by state, status, matter stage, matter tags, etc.

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