Matter Action Bar

Create a blank letter or caption

Forms and Templates Library 

Create Template letters and documents including Court and Authority Forms. Click the link to learn more about the Form/Letter Library

Memo

Save phone call notes or other random notes about a matter. You can add time stamps. You can also format similar to a notepad.

Client Portal

Send messages and share files securely with any client or third party through the Smokeball Client Portal. The Client Portal can also be used for internal chat and other features.

Email 

Email and send documents to a contact associated with a matter. 

E-Filing or Process Serving

You can leverage Smokeball's integration with InfoTrack for eFiling or Processing Serving in a variety of jurisdictions across the United States directly from Smokeball. 

Click on the arrow to select eFiling or Process Serving. 

Import 

Import files or folders into your Smokeball Matter. You can also drag and drop files.

Scan 

Scan documents directly to a matter if using a local scanner connected to your PC. Smokeball integrates with Ricoh ScanSnap.

Event 

Create a calendar event for a matter.

Task 

Create an individual task for an event.

Phone Message

Take a phone message related to a matter. This phone message creates a task for any staff to follow up on and complete.

Activity

Create an activity not captured by Smokeball under Activity.

Billing

Open up matter in Smokeball's web app.

Additional Buttons

Smokeball has several other integrations. Depending on what you have activated, you may see additional buttons for other software.