Foundations: Basics

The objective of your first training is to help you be able to migrate matters into Smokeball and start using all the core productivity features.

During your first Smokeball Training, you will learn the basics how to:

  • Navigate around Smokeball
  • Create matters including importing exiting files and folders 
  • Create letters, captions, and begin using the Forms & Templates Library.
  • Manage your emails in Smokeball

Once you have the basics of Smokeball down, Smokeball has features to take your firm to the next level. Review Foundations: Essentials for a high level overview of additional important features in Smokeball.

Foundations: Basics Topics

Basic Navigation

Creating Matters and Migrating to Smokeball

Contacts Best Practices

Importing Files and Folders

Calendar Events

Blank Letter Caption and Forms and Templates

Email Management

Smokeball Mobile App

Full Smokeball Foundations Basics Training


 Basic Navigation

Smokeball is a powerful, yet intuitive program designed to help you from start to finish running your practice.

  • Once you log into Smokeball, it is easy to get to anything you need from the home screen.
    • (1) File, Smokeball, Communicate Time & Expenses, Firm Insights, Support Tabs
    • (2) Action Bar
    • (3) Matters, Contacts, Calendar, Tasks, Activity Intelligence (A.I.), Reports
    • (4) Matters
    • (5) Daily Digest
    • (6) Search
  • Learn more about navigating through Smokeball.

 


Creating Matters and Migrating to Smokeball

Once Smokeball is configured, you are ready to start creating matters to Smokeball. Although this may seem like an intimidating task, Smokeball makes it really easy to create matters and get everything you need into one place. I only takes a couple minutes to start using the core features of Smokeball.


 Contacts Best Practices

Depending on your area of law, you can utilize some of the best practices below when entering parties into a matter for your contacts to help with automation.


 Importing Files and Folders

While documents can be created directly in Smokeball, documents and folders created elsewhere can also be saved to your matters.


Calendar Events

Smokeball's calendar syncs directly with Outlook.

  • Every event created in Outlook will appear in Smokeball and every event entered in Smokeball will appear in Outlook.
  • Smokeball integrates with Zoom for seamless billing for virtual meetings as well.
  • Learn more about Calendar Events.


 Blank Letter, Caption, and Forms & Templates

One of the most powerful features in Smokeball is document creation with Microsoft Word. Smokeball is your place for all your proprietary templates, but also includes a robust library of Forms & Templates.

Blank Letter & Caption

During your configuration, Smokeball will upload your letterhead and court caption to be used when generating documents. Learn more about creating blank letters and captions.

Forms & Templates Library

Smokeball has a robust library of templates and jurisdictional Court & Authority forms.

 

Smokeball can generate forms in Word and PDF. Create shortcuts for your commonly used forms and templates or search to find anything you may need. If there is a publicly available form that is not already in Smokeball's library, send in a request for the form to be added.

 

If you do not see any forms or templates available, make sure your Form Suites are properly configured in Smokeball Settings.

 

Learn more about the Forms & Templates Library.

 


 Email Management

Smokeball's integration with Outlook is another important core feature.

  • When you start an email chain from Smokeball, emails are saved automatically to the appropriate matter.
  • If you receive and email in Outlook, it is quick and easy to assign the email and any attachments to the appropriate matter.

  • Once all emails are saved in Smokeball, it is simple to manage, review, and find exactly what you are looking for from the email tab in a matter.
  • All time spent composing and reviewing emails is automatically tracked in Smokeball.
  • Learn more about Email Management in Smokeball.


 Smokeball Mobile App

Want to have Smokeball at your fingertips?


Full Smokeball Foundations: Basics Training

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