Smokeball offers a built-in Lead management system. This provides a simple way for law firms to keep track of and generate reports on their leads within Smokeball. Best of all, it offers the same type of functionality that Smokeball users have come to expect with the management of their Matters.
Home Screen Matters List
The Matters view gives you an overview of their Leads and Matters. Note:
- The Leads section will not appear if the firm has no Leads.
- Recent Matters List shows recently accessed Leads and Matters with the icon in place to tell them apart.
Creating a lead
Lead creation is similar to Matter creation. Learn how to create a lead in Smokeball.
Smokeball Lead Functionality
Leads and Matters function similarly to one another, with a few differences:
- The header bar color and icon in Leads are different from Matters.
- Leads have a ‘Convert to Matter’ bar, which will disappear after the Lead has been converted to a Matter.
- Instead of a ‘Matter Details’ section heading, Leads have a ‘Lead Details’ section heading.
- A Lead will have a ‘Lead Type’ matter listing item, whereas a Matter has ‘Matter Type’.
You can work in the lead similar to a matter and add parties, schedule events, and automate letters and documents.
You can also enhance your productivity in the lead by applying workflows.
By default, a Lead does not have a reference number. You can enable internal reference numbers for Leads under Smokeball settings.
Smokeball Leads and reporting
Smokeball provides comprehensive reports to help you keep track of your Leads. Learn more about generating reports and firm insights on leads.
Smokeball Leads and billing
Smokeball provides support for billing leads. Learn more about Leads billing in Smokeball.
Note: If you use AutoTime, Leads activities will not automatically add time entries to billing. However, you can manually convert activities to time entries or add fees in time and expenses.
Converting a Lead into a Matter
It is not possible to merge a lead with a matter. However, you can seamlessly convert a lead into a matter once the client retains you.