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Firms are managing more matters than we've ever seen before. With that comes the challenge of getting back up to speed as you dive into the next matter on your list. 

Smokeball AI is here to help, producing a quick summary of your client conversations and lists next steps. It will save you time trying to reconstruct the conversation so you can get to helping your clients. 

Here's How It Works

 

Locate the Conversation: Jump into your matter and locate the conversation you would like to see a summary of in your Messages tab. Click “Summarize this conversation”

 

Watch the magic happen: Smokeball AI will then securely and privately review the conversation and produce a summary to help you get up to speed.

 

That's it.

Private and Secure

We've built the Smokeball AI integration in-house with your and your clients' privacy in mind. Unlike other off-the-shelf products, your data will never be used to train other models and cannot leak.

For Your Eyes Only

Summaries are only visible to staff who can access the messages you're summarizing. Your client won't see these summaries, allowing you to decide what to do next and how to communicate it.

That's all there is to this update. Stay tuned for more updates on how we're integrating AI smartly and securely into Smokeball.

Read more about this integration in our support hub. Sign in and click reply below if you have questions, feedback, or ideas. We're here to help and learn how to improve this to make it as useful as possible for you and your firm.

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