Smokeball Configuration and Settings

During the configuration call, we will guide you step-by-step in Smokeball Settings to help you: 

1. Set up your firm & users

• Set up your Firm Details 
• Add or edit staff and users 
• Set up two-factor authentication 
• Discuss how to set up fixed fees or automated time tracking  
  • Note: Smokeball Billing contains additional settings, which will be covered in your Billing training. 

2. Set up your matters

• Customize your document Re: lines for each matter type  
• Create default document folders, matter notes and time & fees to organize your work 
• Set up your firm’s headers and footers in document containers 
• Set up relevant URLs to publish files from Smokeball to a website 
• Introduce how to set up matter stages  
• Discuss your firm’s workflows and how to apply them to each matter type 

3. Set up billing preferences

• Activate and get started with Smokeball Billing
• Set your billing by minute increments  
• Set up hourly rates on a per-matter basis 
• Add activity codes 

4. Set up document automation and your Forms and Templates Library

• Subscribe to form suites relevant to your area of law 
• Learn how to navigate the Forms and Templates Library
• Configure automation settings 

5. Configure Outlook and notifications

• Set up your daily digest of today's activity: emails, events, phone messages and tasks 
• View your calendar in Smokeball 
• Sync your calendar with Outlook 
• Learn how to send an email blast through Smokeball

6. Apply integrations and connect with other software

• Create an email marketing campaign 
• Connect InfoTrack  
• Set up RingCentral or Zoom