Transitioning to Smokeball: important first steps for new firms

Available on Smokeball Grow and Prosper+

The team at Smokeball is here to help you and your firm get started using Smokeball. To be prepared, there are a few simple steps to take to ensure you have a seamless transition. 

Step 1. Complete the Onboarding Account Setup Form

Start by filling out the onboarding form included in your welcome email. Once submitted, our team will set up your Smokeball account with:

Step 2. Install Smokeball on your devices

Download and install Smokeball on every desktop computer or laptop you will use.

Optional but recommended tools: 

Step 3. Getting ready for your Configuration call

To be prepared for your first call, we recommend you:

  1. Download Zoom - Our training team use Zoom to guide you around Smokeball during onboarding and training sessions. Download Zoom for free before your first call to maximize your learning time. 
  2. Start in the Smokeball Academy - Ready to dive in?
  3. Visualize Your Ideal Smokeball Setup -Take a moment to think about how you want Smokeball to work for your firm. After you complete the Basics Course, review the Configuration Settings to work with your Onboarding Specialist to ensure your account setup aligns with your firm’s specific needs and preferences.Tip: Consider key areas like matter types, default folders, billing preferences, staff roles & permissions, and document templates. The more tailored your setup, the more value you’ll get from Smokeball.

Step 4. Prepare to Import your Data

To get the most out of your upcoming training sessions, import your existing contact & matter data into Smokeball. Having real data in the system allows for a more hands-on and relevant learning experience once you have completed the foundations courses. 

Need help? Ask your onboarding specialist to walk you through the data import process to help you complete your import project.

 

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