Managing Matters

Intake Forms

• Intake with Smokeball Payments
• Send an Intake Form to your client with pre-populated data
• Allow clients to upload documents and autofill your Intake Form
• Generate Intake Forms with AI
• Getting Started with Intake for Smokeball Prosper+
• Getting Started with LeadPro
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Matters

• View Matter History
• Create a matter from a PDF attachment in Outlook
• Link related matters
• Understanding the Payment Details layout
• Add and edit custom referral types
• Special Education Matter Details
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Leads

• Track Outbound Referrals
• Create a Lead
• Working in a lead
• Lead Management
• View upcoming Lead tasks
• Track referrals for leads
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Contacts

• Create a new contact in the Smokeball desktop app
• Contacts View
• View Matters related to a Contact
• Adding multiple contacts into matter details
• Delete a contact or remove duplicate contact cards
• Create a contact in the Smokeball web app
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Documents

• View the originating email of a document in a matter
• Create a letter in Smokeball Boost
• Create a secure PDF from Smokeball
• Use Smokeball File Manager
• Use Boolean search for documents
• Download copies of all matter files for offline access
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Calendar

• Assign an Outlook calendar event to your matter
• Invite an external party to an event in the web app
• Use the Mobile App Calendar
• How Should I Calendar in Smokeball?
• Create Calendar Events
• Calendar View

Tasks

• Add, view, or edit phone messages in the web app
• Print Tasks
• Exporting and Importing Workflows
• Next Step
• Create and apply a Workflow
• Tasks
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Time & Expenses

• Using the Smokeball Timer
• Edit Time Entries in Smokeball Desktop
• Print or export time & fees and expenses from a matter
• Set fee estimate on a matter
• Set up default hourly rate
• Use Time Finder
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Activity Intelligence

• Activity Types and Conditions
• Activity Basics
• Review Activity
• View and create time entries on the Smokeball Mobile App
• Print or Export Activity

Dashboard

• Add a kanban board to your Dashboard
• Navigate the Smokeball Dashboard
• Customize your dashboard with widgets
• Navigate the Smokeball Bill/Boost Dashboard

AutoTime

• AutoTime Basics
• Grouped AutoTime Entries Best Practices
• Edit Pending and Previous Entries in AutoTime
• AutoTime - History, Preview & Manual Entry
• Use AutoTime for Family Law