For everyone who’s submitted documents to Smokeball for automation—awesome work! Now you’ll experience this feature’s power.
Document automation refers to any document or form that you can produce more quickly and accurately because it auto-fills information from the Smokeball matter. This includes both proprietary documents that Smokeball automated for you, as well as documents from our Forms and Templates library.
Get a quick refresher on Forms and Templates
Important document automation call-outs:
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Remember garbage in, garbage out? Document automation is useless if the matter isn’t completely filled out. Be vigilant about getting the info in (and use Smokeball Intake to save time and errors!) and future you will thank past you.
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Designate a person at your firm to organize your Forms and Templates Library. They don’t need to follow Smokeball’s default folder system. The folder structure should be set up however your firm currently operates. Again, this will save tons of time and help existing and new staff know where to find documents.
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To quickly add a form to a folder: right click then drag and drop!
Document Automation is included in Grow and Prosper+ subscriptions.
📢 Try it and share! How long does a now-automated document take to prepare compared to the time it took pre-automation?