Matter Action Bar

All actions you create in regards to a matter will be initialized from the Matter Action Bar. See the additional links below for more information.

Matter Action Bar Options

  • Below are some introductory descriptions for each button on the Action Bar. To learn more about each feature, select the links on the left side of the table.
Create Blank Letter and Caption  

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.

Communicate

 

Send messages and share files securely with any client or third party. Communicate can also be used for internal chat and other features.

Email 

 

Email and send documents to a contact associated with a matter

eFiling

 

Through Smokeball's InfoTrack integration, you can eFile for a variety of jurisdictions across the United States directly from Smokeball. There are other valuable services InfoTrack offers that can help take your practice to the next level.

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 Fujitsu 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 Intelligence

Billing

 

Open up matter in Smokeball Billing

Additional Buttons

 

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

 

Did you know...

  • There is an Action Bar located on the Smokeball Home Screen as well. The best practice is to always use the Matter Action Bar, but if you use the Home Screen, make sure you associate an appropriate matter to the action you are creating.
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