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Managing Matters
Managing Matters
Manage leads, daily activities, documents, emails & events.
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
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