Managing Matters

Matters

• Managing Party Dismissals in Smokeball
• Changing a Client's Role and Representation
• Setting up a Matter for a Pro Se/Pro Per Client (California Only)
• How to Create a New Matter
• Mobile App Matters
• Matter Action Bar
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Documents

• Re-use a document in multiple matters
• Compare Documents in Smokeball
• Creating blank letters and captions
• Where Can I Find My Documents?
• Working on Smokeball without Internet
• Why is my Word document not saving?
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Contacts

• Create a contact in Smokeball Billing and Smokeball Start
• Contacts Best Practices
• Create a new contact
• Contacts View
• Preparing Contacts for Import into Smokeball
• Adding multiple contacts into matter details
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Calendar

• Create Calendar Events
• Mobile App Calendar
• Calendar View
• How Should I Calendar in Smokeball?

AutoTime

• AutoTime Basics
• AutoTime - Edit Pending & Previous Entries
• AutoTime - History, Preview & Manual Entry
• AutoTime for Family Law
• Enable AutoTime

Tasks

• Exporting and Importing Workflows
• Next Step
• Workflows
• Apply a Workflow
• Tasks
• Global Task List
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Activity Intelligence

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

Leads

• Creating a lead
• Lead Management
• Add workflow to a lead
• Convert a lead to a matter
• Close a lead