Use the Client Portal with External Smokeball Users

Smokeball Grow/Prosper+

As a Smokeball User, you are part of a community of users of other external Smokeball users.

The Client Portal allows you to collaborate with other external Smokeball users.

Share Smokeball best practices, templates, and more using this feature.

How to use the Client Portal with External Smokeball Users

When you start a conversation with other external Smokeball users, conversations will appear under your Firm Inbox. 

• A notification will appear to let you know the conversation involves a Smokeball user at another firm.
• If the conversation is linked to a particular matter, select Assign.
  • If you have several matters to discuss with other Smokeball firms, the best practice is to set up separate conversations. This will allow you to focus the conversation and track time in the conversation.

Select the three vertical dots to copy text, pin the message, create a task, or create reminders. You may need to move your cursor to the right of the message to make the three dots appear. 

You can view participants of any external Smokeball users involved in the conversation.

All conversations with External Smokeball users are available on the Communicate Mobile App.