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Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
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
See all 24 articles
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?
See all 22 articles
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
See all 8 articles
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
See all 8 articles
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
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Find answers, share ideas & discuss best practices with Smokeball users.
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Contact us for personalised support and troubleshooting.
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