This article provides an overview for integrating Settify with Smokeball. Settify is an intake solution for family law firms which helps you collect information and collaborate with your clients.
Please note that this integration is currently only available for family law firms based in Illinois.
Link your Settify Account to Smokeball
- Log into your Settify account and select Configure Settify.
- In the Configure Settify menu, select Integrations.
- Choose Smokeball as the practice management software to integrate and select Connect.
- You will receive a prompt to sign into Smokeball. Enter your Smokeball username and password.
- Settify will notify you once the integration is complete.
Edit Settings
- After linking your Settify account to Smokeball, you will have the option to edit the default settings for matters created in Smokeball.
- You can change default settings on a per-matter basis when sending data to Smokeball.
- You only need to set settings once so long as you do not disconnect the integration.
Send Data to Smokeball
- Select the matter from your Settify home screen.
- Select Send Record to Smokeball.
- Confirm the matter details and then select the Create Smokeball Matter button.
- You will receive an email verifying the matter has been successfully created. The matter will also be searchable in Smokeball.
Additional Resources
- Visit the Settify website for more information about this software.