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Submitting documents for automation

  • November 27, 2023
  • 1 reply
  • 51 views
Submitting documents for automation
kuhrich
Smokeball Team

Smokeball has a library of 20,000 forms you can use to generate documents faster and more accurately. We’ll also automate your proprietary templates or forms. 

Think of your most commonly used forms and submit those to us now so they’re ready for you when we dive into document automation later in your onboarding journey.  

We ask that you submit your documents in batches of 5 to help us service clients more equally.  
Total number of documents available to automate: 

  • Prosper+ clients: no limit

  • Grow clients: 10 automated templates (no limit on containers)

Smokeball’s document automation is a HUGE time saver. Stephanie Gibson, Chief Operating Officer at Martinez Law says, “a land trust used to take close to 45 minutes and now takes me less than 10 minutes. Smokeball’s forms and templates are a huge time-saver."  

📢 Reply in the comments: which documents take you the longest to prepare? Note how long your most dreaded document takes so you can compare the time-savings once you automate it!  

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kuhrich
Smokeball Team
  • Author
  • Smokeball Team
  • 29 replies
  • December 7, 2023

Be sure to check out @emily142’s awesome thoughts on what to automate:

When her firm first got Smokeball she remembers being excited but also a little overwhelmed. She shares what and how her (mostly) family law firm decided what to send for automation.  


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