Getting Started

Step 1: Preparing to move to Smokeball

• Smokeball System Requirements
• New to Smokeball?
• Transitioning to Smokeball: important first steps for new firms
• Welcome to Smokeball: Your onboarding plan
• Exporting data from common software to prepare for import into Smokeball
• Preparing your source data for the Smokeball Data Import tool
• See all 10 articles

Step 2: Setting up Smokeball

• Install Smokeball
• Create a new Smokeball user
• Smokeball Configuration and Settings
• Mobile App Basics
• Mobile App for iPad

Step 3: Navigating Smokeball and managing matters

• Smokeball Glossary
• Basic Navigation
• Smokeball Home Screen views
• Search in Smokeball
• Daily Digest
• Notification Center
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Step 4: Setting up your invoicing and trust accounting

• Enable Smokeball Billing from the desktop app
• Bring over existing accounts receivable balances into Smokeball Billing
• Getting Started with the Smokeball Web App

Smokeball Academy

• Getting Started with Smokeball Bill
• Smokeball Academy Overview
• Schedule Training with Smokeball
• Trust Accounting Overview
• Schedule Training for Smokeball Prosper
• Schedule Training for Smokeball Grow
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Smokeball Community

• Smokeball Community Overview
• Getting Started with the Smokeball Community

Paid Migration Data Checklist

• Part One: Migrating the rest of your information into Matters
• Part Two: Migrate additional contact details into Smokeball
• Part Three: Migrate documents and emails into Smokeball
• Part Four: Set up Tasks, Workflows, and Matter Stages
• Part Five: Set up integrations with Smokeball
• Part Six: Set up Billing and Invoice Settings in Smokeball
• See all 8 articles