Matter Tabs

Updated October 17, 2022 05:37

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. Delete a Matter Duplicating a matter creates a new matter with the existing details Copy as a Template creates a Matter Template. Learn more about Matter Templates. Matter Settings is where you can add or remove parties from the matter. Help and Support will get you to our Knowledge Base and Support Info Close closes the Matter screen.
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.