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