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Managing Matters
Matters
Matters
Learn the basics and all features in Smokeball matters.
Guide for upgrading from Boost to Grow/Prosper+
Create a New Matter
Organize and Filter Matters
Show and hide matter details
Add a matter type as a favorite
Matter Action Bar
Matter Tabs
Change a Matter Type
Track client assets in Smokeball
Manage a deceased spouse in an Estate Planning Matter
When to use the Civil Dispute and General Matter types
Print a witness list
Enter Discovery Details in Smokeball
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)
Mobile App Matters
Set up and use matter stages
Set up matter templates
Matter Types Directory
Matter Timeline
Matter Permissions
Create Matter Tags
Matter Widgets
Record a Memo
Change Hourly Rates on a Per-Matter Basis
Close and archive a matter
Authorized Contact and Edit Role Legal Description
Save a Conflict Check Report
Phone Messages
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