Business Contacts

Your Client

Additional Parties Not Listed

Identifying roles on contacts


Your Client

Your client should always be who you are billing. If you are billing the entity, you should enter your client as a business.

If your client is a person, perhaps a member of the business, you should enter that person as the contact.


Additional Parties Not Listed

  • There are a variety of additional fields in Smokeball's Business Law matter types.
  • If you don't see a particular party listed in the matter details, select matter options (gear in the upper right corner of the matter) to access additional contacts.
  • Add or remove parties as needed.


Identifying roles on contacts

When working with business entities, it is important to note who is who. Smokeball offers a place to indicate a contact’s business role. If they have more than one role, leave this area blank and just identify their role under case details.

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