Next Step

Next Step is used to track the next task coming up for your matter.

It's a quick way to enter a task and ensure you are never miss an important step for your client. 

Make sure every one of you matters has a next step.

You can select an existing task or create a task from a next step widget. Learn more about Tasks.

Next Step Basics

• In any Matter, you will find the Next Step Widget.
  • If you do not see the Next Step Widget, select the "..." at the bottom right of the matter to add it to your Widgets.
  • Matter Widgets are helpful organizational productivity tools. Learn more about Matter Widgets.

• To create a next step, 
  • Select an existing Task.
  • If there is no existing Tasks,
    • Enter task (to-do) in the dialog box
    • Select a due date
    • Assign the task to a staff member
• Select Save

• A column for “Next steps due on” for all your matters appears on the Smokeball Home Screen Matter Area.

• You can run the report “Matter – Next Steps” in the Reports area for a breakdown of all Next Step details, including client, matter type, and staff member assigned.