The objective of Foundations: Essentials training is to build on everything you learned in Foundations: Basics and introduce additional features that can take your firm to the next level.
In Foundations: Essentials training you will learn how to:
- Create Tasks and standardized Workflows to never miss an important to-do
- Review Activity Tracking
- Create Time & Expenses for billing
- Send secure messages and files through Communicate
You will be able to see many benefits of Smokeball after you complete your Basics and Essentials training, but Smokeball has even more to offer. Learn about additional Smokeball features in Going Further training and browse the resources on our Support Hub.
Tasks & Workflows
Utilize tasks to track important to-dos for your firm and use Workflows to organize repetitive tasks across multiple matters.
- Assign tasks to specific staff members to create firm-wide accountability.
- Learn more about Tasks.
- Learn more about Workflows. (Prosper Only)
Activity Tracking Overview
Activity Tracking is like a pedometer that helps you remember everything you are doing throughout the day, including events, tasks, documents, emails, memos, and even matter administration.
- Use Activity Tracking to avoid missing potential billable time for Smokeball Billing.
- Use Activity Tracking to understand firm profitability in Firm Insights.
- Learn more about Activity Tracking.
Time & Expenses Overview
You can also use Smokeball to create time, fee, and expense entries and generate invoices for these entries in Smokeball Billing.
- Learn more about Time, Fee, and Expense Entries in Smokeball.
- Learn how to get started with Smokeball Billing.
Communicate Overview
Communicate is Smokeball's secure messaging and file sharing feature. You can use Communicate from within Smokeball Desktop or with the Communicate App.
- Send messages or files securely to any client or third party.
- Chat internally with staff or create internal channels.
- Send text messages.
- Learn more about Communicate.
Full Smokeball Foundations: Essentials Training
Watch this video for a more in-depth look at Smokeball Essentials.