Smokeball has robust settings to help your firm's billing and administration. If you are new to Smokeball, make sure to configure the settings before using all the features.
This article provides a high-level overview of all the settings in the Smokeball Cloud Companion app, Smokeball Boost and Smokeball Bill. Note: Some features require additional configuration covered in additional articles.
Firm Settings Overview
On the top right corner of the Smokeball Cloud Companion app, Smokeball Boost or Smokeball Bill, click the gear icon to access your settings.
Types of Firm Settings
|Firm Details||Firm Details is the basic information of your law firm including firm name, contact numbers, and addresses. This information is used to automatically fill in the fields used in email templates.|
|Staff & Users||Visible to Boost and Bill users only. Staff & Users allows you to edit the information of existing users in your firm, such as the default billing rate.|
|Internal Reference||Set up your matter’s and/or leads internal reference numbers.|
|Time & Activities||From Time & Activities, you can change your billing units, create activity codes, or set up LEDES/UTBMS Billing. Learn more about Activity Codes or Set up LEDES/UTBMS.|
|Rate Sets||Set up a schedule to manage rate increases for your staff. Learn more about Rate Sets.|
|Invoice Settings||Set up your invoice layout including adding your firm logo, default payment due dates, eInvoices, and all the options you want to appear on your invoices. You can also create Invoice Templates for different areas of law or billing types. Learn more about Invoice Settings and Invoice Templates.|
|Email Templates||Review and edit any Email Templates in Smokeball, including templates used for Invoices, Invoice Reminders, and Evergreen Retainers. Learn more about Evergreen Retainer and Set up Invoice Reminders.|
|Accounts||Set up your trust account settings for payment receipts, check printing, evergreen retainer, transaction numbering, and bulk finalizing payments. Select the individual links for more information on each feature and setting.|
|QuickBooks||Smokeball integrates with QuickBooks Online for your accounting system, back-office, and general ledger. Learn more about how to configure and integrate with QuickBooks online.|
|Payment Provider||Smokeball integrates with LawPay, allowing your clients to pay their invoices with credit cards or accept trust deposits online. LawPay is the go-to credit card processing company for law firms. Learn more about how to set up and use Smokeball's LawPay integration.|