Each matter has additional tabs to help keep you organized and improve your productivity when working on a matter.
Matter Tabs Overview
File |
The File tab is where you access additional Matter Settings or options.
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Matter |
Matter is the default view where you can access your Matter Details, Files, and Widgets. |
Emails |
The Emails tab is the best place to review and manage emails in Smokeball once they have been saved to a matter. |
Memos |
Memos are a notepad where you can take additional notes on anything for the matter like phone call notes, etc. Learn more about Memos. |
Events |
Events is where you can see all upcoming and previous Calendar Events from a client. Previous events will appear in red. |
Tasks |
Tasks are all the important "to-do's" that help you manage critical deadlines. To view all tasks associated with a matter, select the Tasks tab. Learn more about Tasks & Workflows. |
Activity |
The Activity tab will show you the Activity Intelligence for a specific matter including all time tracked by Smokeball. Learn more about Activity Intelligence. |
InfoTrack |
InfoTrack is one of Smokeball's powerful integration partners. InfoTrack provides services like e-filling, electronic signing with DocuSign, Business formation, etc. The InfoTrack tab is your one place to see any InfoTrack orders for a particular matter. Learn more about InfoTrack. |
Communicate |
Communicate is a secure way of sharing files and messaging any client or third party. Communicate also has unique features like internal chat. The Communicate tab is your home for anything Communicate for a particular matter. Learn more about Communicate. |
Time & Expenses |
Time & Expenses includes all time, fee, and expense entries for a particular matter. Any entry can be created, reviewed, or edited from the Time & Expenses tab. Learn more about Time & Expenses. |
Matter Insights |
Matter Insights provides a snapshot to estimated profitability report on a particular matter. Firm Insights is a powerful profitability feature that can help with the business side of running a small law firm. Learn more about Firm Insights. |