Creating a Lead in Smokeball is similar to creating a new matter. Use the tabs below to learn how to create a lead within each version of Smokeball.
Note: Grow users must have the LeadPro addon to create leads.
- Navigate to the New Lead button, available in the top left of the Smokeball homepage.
The 'New Lead" screen has a search box for locating and selecting the Lead type. - Assign the Lead Type. This is similar to selecting a new matter type.
- After selecting the Lead Type, you can choose a Lead or Matter Intake form from the Intake Form drop-down menu.
- Assign the Attorney Responsible for the lead.
- Assign the Referrer and Referral type.
- Record the financial details of the Billing Type and Fee/Estimate provided.
- Record any notes into a Memo.
- Select Create Lead to create the Lead.
- Select Create & Open to open the Lead file and continue to work on it.
From here you can do anything you would normally do with a matter in Smokeball, such as add contacts and parties, schedule events, create tasks or next steps, and automate letters and documents.
When ready, you can convert your lead into a matter.
You can create leads in the Smokeball Web App as well. Note: Boost and Grow users must have the LeadPro addon to use this feature.
Follow these steps:
- > Select Matters from the left menu, then select the Leads tab.
- Select Add Lead.
- Choose whether the lead is an individual or an organization, then enter their details.
- Select Save.
The Leads tab is where you will find your list of existing leads. You can also use the Search bar on the top-right corner of the web app to find specific leads.
Did You Know
If you have access to the LeadPro and/or MatterFlow addons, you can also create your own custom intake forms.