customise smokeball layouts and matters
Learn how to: Configure your matters to automatically load folders, notes and stages. Also learn how to add tags, order widgets and customise the home screen Matter list
trust account adjustments and reconciliations
Learn how to: Balance your Trust Account reconciliation. Plus, learn how to use adjustments and end of month reporting within Smokeball.
communicate easily and securely with clients
Learn how to: Use the Communicate messaging feature internally, with clients and third parties from within Smokeball.
tasks, workflows and calendars
Learn how to: Set up different task types like checklists, create a workflow, and a custom calendar to assign critical dates.
automating alternative paragraphs
Learn how to: Use automation to insert alternative paragraphs into precedents based on data in the matter.
Learn how to: Add folders in Precedent Library, move, copy, shortcut and revert to previous version. Learn what the icons mean and how to manage precedent profiles.
Learn how to: Create, move and add fields to precedents in Smokeball.
advanced precedent automation - if then else
Learn how to: Use If Then Else to return different text based on data in your matter.
advanced precedent automation - asks
Learn how to: Insert Questions (Asks) and populate different text based on the answer to the Ask.
invoicing with smokeball
Learn how to: Edit invoices (even when partially paid) and customise your invoices in settings.