Phone Messages

Smokeball has a built in Phone Messages feature. Rather than write down a message on a post-it note or message slip, you can use Smokeball to notify your attorneys or staff that someone called. Phone Messages give you the option to leave detailed notes and email the staff member responsible for returning the call.

Once created, a phone message will appear under your matter’s tasks, matter’s timeline, and Dashboard. More importantly, since a phone message creates a task, it is easier to track when someone calls a client back.

Phone Message Basics

  • Select the Phone Message button on the Action Bar and work from the top down.
    • Select who the message is for.
    • Enter in the caller's name. Smokeball will search your contacts and add details from the contact.
    • Choose various message options and enter detailed notes.
    • Choose to notify via email and send.

  • Phone messages will appear in the the Daily Digest on your dashboard. You can also view phone messages in your matter's timeline and tasks. 

  • If you choose to email the Phone Message, the phone message will look something like this.

Did You Know

  • You can create phone messages from the home screen, but make sure you assign an appropriate matter (if applicable).

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