As part of our onboarding service, we will help you customize Smokeball for your firm during the configuration call.
Select your plan below:
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
Get started with Smokeball Boost or Smokeball Bill by configuring firm settings.