Managing Matters

Intake Forms

• Getting Started with Intake for Smokeball Prosper+
• Getting Started with LeadPro
• Set up and manage Lead Intake forms with LeadPro
• Getting Started with MatterFlow
• Send and manage Matter Intake forms with MatterFlow
• Intake Forms - Frequently Asked Questions

Matters

• Manage a deceased spouse in an Estate Planning Matter
• Track client assets in Smokeball
• When to use the Civil Dispute and General Matter types
• Print a witness list
• Show and Hide Matter Details
• Change a Matter Type
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Documents

• Remove a client's access to a file shared on the Communicate Client Portal
• Re-use a document in multiple matters
• Compare Documents in Smokeball
• 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 new contact
• Contacts View
• Adding multiple contacts into matter details
• Create a contact in Smokeball Boost and Smokeball Bill
• Contacts Best Practices
• Contact Tags
• See all 7 articles

Leads

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

Calendar

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

Tasks

• Exporting and Importing Workflows
• Next Step
• Create and apply a Workflow
• Apply a Workflow
• Tasks
• Use the Global Task List
• See all 8 articles

Time & Expenses

• Edit Time Entries in Smokeball Desktop
• Print or export time & fees and expenses from a matter
• Set up default hourly rate
• Use the Time Finder
• How Should I Bill With Smokeball?
• Time or Fixed Fee Entry
• See all 10 articles

Activity Intelligence

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

AutoTime

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