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
• Request document automation
• Commonly Automated Documents
• See all 7 articles

Step 2: Setting up Smokeball

• Install Smokeball
• Create a new Smokeball user
• Smokeball Configuration and Settings
• Creating contacts, leads and communication
• Mobile App Basics
• Mobile App for iPad

Step 3: Navigating Smokeball and managing matters

• Smokeball Glossary
• Basic Navigation
• Smokeball Home Screen views
• Setting up and managing matters in Smokeball
• Search in Smokeball
• Daily Digest
• See all 9 articles

Step 4: Setting up your invoicing and trust accounting

• Getting Started with the Smokeball Cloud Companion app
• Manage invoicing and trust accounting

Smokeball Academy

• Schedule Training with Smokeball
• Schedule Training for Smokeball Prosper
• Schedule Training for Smokeball Grow
• Foundations: Basics
• Foundations: Essentials
• Certifications
• See all 10 articles

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