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  1. Smokeball Support Hub
  2. Managing Matters

Managing Matters

Documents

  • Smokeball Word Features
  • Using Right Click to Rename, Duplicate, Move, Copy and more
  • PDFs and Smokeball
  • PDF Generation & Automation
  • PDF Automation
  • File Preview
See all 13 articles

Matters

  • Saving a Conflict Check Report
  • Phone Messages
  • New Matter
  • Matter Tabs
  • Matter Details
  • Authorized Contact and Edit Role Legal Description
See all 22 articles

Calendar

  • Reminders
  • Create Calendar Events
  • Calendar View

Activity Intelligence (A.I.)

  • Add an Activity
  • Print or Export Activity Intelligence
  • Activity Intelligence Matter Activity
  • Activity Intelligence Basics
  • Activity Intelligence AI View
  • Activity

Tasks

  • Task Reminders
  • Tasks

Contacts

  • Contacts View
  • Contacts Best Practices
  • Contact Types
  • Contact Tags
  • Contact Imports
  • Email marketing with Campaign Monitor

Leads

  • Lead Management

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