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  1. Smokeball Support Hub
  2. Managing Matters
  3. Matters

Matters

Learn the basics and all features in Smokeball matters.
  • View Matter History
  • 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
  • Create a New Matter
  • Organize and Filter Matters
  • Show and hide matter details
  • Add a matter type as a favorite
  • Set the billing type on a matter
  • 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
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