Managing Matters

Intake Forms

• Generate Intake Forms with AI
• Getting Started with Intake for Smokeball Prosper+
• Getting Started with LeadPro
• Getting Started with MatterFlow
• Create a custom intake form
• Collect information from multiple clients through your custom Intake Form
• See all 16 articles

Matters

• 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
• View and edit dates and referral details on Matters and Leads in Smokeball web
• See all 38 articles

Leads

• Create a Lead
• Working in a lead
• Lead Management
• View upcoming Lead tasks
• Track referrals for leads
• Add workflow to a lead
• See all 9 articles

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
• See all 11 articles

Documents

• Create a secure PDF from Smokeball
• 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
• See all 33 articles

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
• See all 10 articles

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
• See all 12 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

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