Resources
New to Smokeball & Training Videos
- Helpful Training Links
- Smokeball Basics - Getting Started
- Smokeball Training 1
- Smokeball Training 2
- Automation Training
- Contact Imports
New Version Release
New Features
- Time & Expenses: Activate and Set Default Hourly Rate
- Matter Time & Expenses Entry
- Activity Intelligence: Create Time Entry
- InfoTrack: Basics and Activate InfoTrack
- InfoTrack: Electronic Signatures with DocuSign
- Time Scribe (AutoTime): Basics
Smokeball Home Screen
See all 9 articlesForm & Letter Library
- Form/Letter Library
- Create a Form/Letter
- Create a Shortcut in Form/Letter Library
- Search in Form/Letter Library
- Request a New Form / Request Changes to a Form
- Illinois Forms
Tasks & Workflow
Mobile App
- Mobile App Basics
- Mobile App - Daily Digest
- Mobile App - Matter Basics
- Mobile App - Matter Contacts
- Mobile App - Matter Documents
- Mobile App - Matter Events, Tasks, Sticky Notes, and Time Entries
Smokeball Settings
- Smokeball Settings
- Matter Configuration
- E-File: Relevant URLs and Publish Online
- Default Re: Lines
- Default Document Folders
- Default Notes
Matters
- Matter
- Matter Type Favorites
- Matter Templates
- Importing Documents and Folders
- Matter Action Bar
- Matter Details
Automation & Template Creation
- Template Creation Basics
- Automation 101
- Automation Toolbar
- Field Insertions
- Field Insertion Best Practices
- Automation: Formatting Fields
Contacts
- Contacts Best Practices
- Contacts View
- Types of Contacts
- Contact Tags
- Email Marketing: Campaign Monitor Create a List
- Email Marketing: Campaign Monitor Create a Campaign
Activity Intelligence
Document Creation & Emails
- Email Basics
- Email Tab
- Blank Letter, Court Form, and Document
- Smokeball Word Features
- Create PDF or Combine Multiple Files into a PDF
- Email Document from Word