Smokeball offers integration with DecisionVault, an intake portal for Estate Planning firms. For more information related to DecisionVault, please visit their website.
Connecting your DecisionVault and Smokeball Accounts
As a Smokeball user, you can turn on the integration with DecisionVault by going to the settings page.
- Scroll down to Smokeball and click “Authenticate with Smokeball”.
- Log in with your Smokeball credentials to turn on the integration for the firm. Note: Only one Smokeball user at the firm needs to authorize the integration to connect.
Sending Data to Smokeball
Once you are ready to send data to Smokeball, select "Sync" and then "Smokeball" from the dropdown:
Click on "Link to existing Smokeball matter":
Type in the name of the client you are searching for:
Once you select the matter to sync to, you can link contacts as needed or skip. Once you have linked all contacts, you can link the matter and the information will come over into Smokeball. You can sync data over to Smokeball at any time throughout the intake process.