Managing Matters
Manage leads, daily activities, documents, emails & events.
Intake Forms
Matters
Leads
Contacts
Documents
- Use Boolean search for documents
- Download copies of all matter files for offline access
- Mass export emails from a matter
- Add and view favorite documents in the web app
- Save documents, webpages or images to a matter using Print to Smokeball PDF
- Remove a client's access to a file shared on the Communicate Client Portal
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