Civil Litigation Contacts

Potential Clients

Conflict Checks

Additional Parties not Displayed

Additional Parties not available in Smokeball


Potential Clients

  • Open a matter and mark the matter as "Pending" or create a pending matter template.
  • Even if you don't take the case, this will allow you to save important details and correspondence that may be used later.
  • Once a client has signed an engagement/contingency/fee agreement, you can change the status to "Open".
  • You can also run reports based on your "Pending" clients to allow ease of follow up on potential matters that will help you retain more clients.


Conflict Checks

With Smokeball, once you begin entering a contact’s name, you will be notified if their name appears in any other Smokeball matters.


Additional Parties not Displayed

  • There are a variety of additional fields in Smokeball's Civil Law matter types.
  • If you don't see a particular party listed in the matter details, select the gear to access the matter setting.
  • Add or remove parties as needed.


Additional Parties not available in Smokeball

  • Authorized Contact: Sometimes Smokeball may not have a field for a unique party that it is important to keep track of so you can call, email or write to them. This party is not the Plaintiff or Defendant, but still involved in the matter. In this case, you would use the Smokeball "Authorized Contact." You can right click on the “Authorized Contact” and “Edit Role & Legal Description” to state how the party is involved in the matter.  For example, if you have a client that states that corresponding with a spouse, parent or other family member is permissible.  “Authorized Contact” is found by clicking on the gear in the upper right of the matter.

  • Experts or Witnesses:
    • You can specify your experts or witnesses the same way as authorized contacts. To edit you contacts, right click on the contact and select “Edit role and legal description.”  This will let you easily see what type of expert you have on the matter screen.
    • Contact Tags will allow you to create a searchable database in Smokeball of the type of expert you have.  For instance, you may want to keep track of who your forensic engineers, forensic accountants, employment consultants or care experts are.  By tagging the contact you can then easily search just for all of your forensic accountants.
    • Right Click add additional Experts or Witnesses.

Then on the contacts tab you can easily filter through all contacts to find just the experts you want.

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