Smokeball Firm Settings Overview

Available on Smokeball Bill, Boost and the Grow and Prosper+ Cloud Companion App

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 Web 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 Web 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 You can use Smokeball Payments or our integration with LawPay to allow your clients to pay their invoices with credit cards or accept trust deposits online.

 

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