Commonly Automated Documents

Welcome to Smokeball! As part of your subscription to Smokeball, our Legal Configuration team will automate 10 proprietary templates for your firm. Document automation is a powerful feature that will save your firm time and prevent common drafting mistakes.

  • When selecting the templates for Smokeball to automate, we recommend picking the documents and letters your firm generates multiple times a week and which are part of a repetitive process.
  • It is best practice to first automate simpler documents for several reasons:
    • Gives your firm the opportunity to become familiar with automation, 
    • Allows your firm to give feedback to our Legal Configuration team for future automated templates
    • Helps you judge whether more advanced automation for longer documents is something your firm would use.
  • If possible, submit clean versions of documents that do not include automation from other programs.
    • Documents with external automation may conflict with Smokeball’s automation functionality.
    • Submitting documents with existing automation may increase the Legal Configuration team’s estimated turnaround time. 

Below is a list of high-impact templates that firms commonly send to Smokeball. Use this list as a guide when picking out your documents that you want us to automate for you:

List of Templates

Area of Law

Templates

All Areas of Law

  • Engagement/Retainer Agreements
  • Withdrawal motions and letters
  • Letters to Client
  • Letters to Opposing Counsel
  • Case Closing Letter

 

Firm Administration

  • File Cover Sheets
  • Fax Cover Sheet

 

Business

  • Operating Agreements
  • Partnership Agreements
  • Simple Contracts (without Promissory Notes or Personal Guarantees)
  • Articles of Incorporation
  • Letter to Secretary of State (Annual Report)
  • Meeting Minutes

 

Civil

  • Draft Court Orders
  • Appearance
  • Proof of Service
  • Notices of Motion, Filing, Hearing
  • Discovery Requests & Responses
  • Subpoenas
  • Letter to Insurers
  • Letter to Judge
  • Simple Pleadings & Motions

 

Criminal

  • Appearance
  • Notices of Motion, Filing, Hearing
  • Subpoenas
  • Arraignment Documents & Waivers
  • Simple Pleadings & Motions

 

Estate Planning

  • Powers of Attorney for Healthcare and Property
  • Wills (non-testamentary)
  • Pour-over wills
  • Living wills
  • HIPAA Release and Authorization

 

Family

  • Petitions for Divorce, Parentage
  • Response to Petition
  • Appearance
  • Summons
  • Notices of Motion, Filing, Hearing
  • Discovery Requests & Responses
  • Subpoenas
  • Motions for Support, Attorneys’ Fees, Custody, Possession of Marital Residence
  • Other Simple or Routine Motions

 

Guardianship

  • Letter to Parties Entitled to Notice

 

Personal Injury

  • Appearance
  • Letters of Representation
  • Notices of Motion, Filing, Hearing
  • Discovery Requests & Responses
  • Subpoenas
  • Request for Medical Records & Bills
  • Letters to Medical Providers, Insurers
  • Lien Letters
  • HIPAA Release and Authorization
  • Demand Letter

 

Probate

  • Letters to Heirs, Beneficiaries, Creditors, Persons Entitled to Notice
  • Appearance
  • Notices of Motion, Filing, Hearing

 

Real Estate

  • Power of Attorney for Property
  • Attorney Review Letter, Reply Letter
  • Payoff Letter
  • Inspection Letter
  • Title Disclosure Letter
  • 1099s
  • Bill of Sale
  • Alta Statement
  • Affidavit of Title
  • Affidavit of No Assessments
  • Disclosure Statement
  • FIRPTA Certification/ Certificate of No Foreign Status
  • Personal Information Affidavit
  • Plat Act Affidavit

 

Workers' Comp

  • Letters to Medical Providers, Insurer
  • Letter of Representation
  • Discovery Requests & Responses
  • Subpoenas
  • Request for Medical Records & Bills
  • HIPAA Release and Authorization

Did You Know

  • You may submit documents that do not appear in the list above, but we highly recommend automating simple and repetitive documents first.
  • If you are a Prosper user, you can submit additional templates to our Legal Configuration team so long as you are using the first 10 documents we automated.
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