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Getting started with Smokeball Matters

Getting started with Smokeball Matters
kuhrich
Smokeball Team

Once Smokeball is configured, you’re ready to create matters—the core of Smokeball. Without these you can’t do much else, and it only takes a few minutes to get started.  

Here are some matter pro-tips from our trainers: 

  • Create a fake matter. Use your personal information so you can test and learn without worry. Practice entering contact info, attaching documents and emails, and sending messages via the client portal.   

  • Prioritize active matters. Don’t sweat entering all your matters at once. Focus on inputting your firm’s active matters so you’re set up success for current cases.  

  • Turn on notifications settings in Outlook. This will prompt you to attach each email to the matter. 

  • Avoid the debtor sectionfor now. Don’t touch the debtor section of the matter until you’ve talked to a Billing specialist. There’s some nuance to this section and by entering information incorrectly here can create duplicate contacts and other headaches. Wait until your Billing training to cover this. 

If you haven’t already, be sure to schedule your Smokeball Basics training. You’ll cover contacts, matters, memos, and more with our fabulous training team. 

🤚 Bragging rights: who’s created at least one matter in Smokeball? Share how it went in the comments. If not, calendar 15 minutes this week to create one and test it out.  

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