Formatting Your Templates for Smokeball's Document Automation

See how you can automate and format document templates with Smokeball's automation tools.

Personal Injury Tips and Tricks

Learn how to track medical records, discovery details, negotiation details and more with Smokeball.

Real Estate Tips and Tricks

Learn how to leverage escrow tracking, workflows and document templates to help your real estate law firm run more smoothly.

Welcome to Smokeball AI and Archie!

Dive into Smokeball’s new AI features including intake form generation, conversation summarization, and an introduction to Smokeball’s new AI matter assistant, Archie!

Calendar in Smokeball

Learn about Smokeball's Calendar functionality. We'll explore basic calendar usage, our integration with Outlook, Reporting, and more.

Managing Leads

Want to keep on top of those potential new clients? Join Senior Trainer Sara Sultan as she shows you how to best manage and follow up on existing leads in Smokeball.

Archie Fireside Chat

Join Smokeball CEO Hunter Steele & attorney Jordan Turk for an Archie AMA, exploring task simplification, tips, tricks, and answers about Smokeball AI.

Frequently Asked Billing Questions

Join Maureen as she covers some of the most frequently asked questions we get about the billing side of Smokeball.

Get Paid Faster with Smokeball Billing!

Having trouble getting paid timely? Join Maureen as she goes through the different tools Smokeball provides to help you incentivize your clients to pay on time.

Smokeball and VXT Phone Integration

See the amazing integration between Smokeball and VXT. Automatic time tracking and contact syncing, plus easily save notes right to the matter after a call and more.

6 Month Retrospective: What is New in Smokeball (Jan 2024-June 2024)

See how Smokeball has been hard at work in the first half of 2024 with Senior Trainer Sara Sultan and Billing Specialist Maureen Stott!

Tips and Tricks for Matter Tags and Stages

Maximize your matter tags and stages, organize your matters, communicate more with your clients, and get in-depth reporting.

Maximize Staff Efficiency with Tasks and Workflows

Learn strategies and best practices for tasks and workflows. Learn new ways to maximize staff efficiency, stay organized, and keep on top of your matters!

Setting up your Trust Reconciliation for Success

Are you considering doing your trust reconciliation within Smokeball? Discover best practices and helpful tips for getting your trust reconciliation set up for success.

Tackling Accounts Receivable for Law Firms

See the impact of unmanaged AR and discover early intervention strategies like leveraging technology for efficient AR management. Join us to ensure smooth AR collections and to safeguard your firm's financial health.

Improved Intake Form Builder

Explore Smokeball's new intake form builder! It's so much easier to design your intake forms with added features allowing for multiple parties to be entered and even conditional formatting.

Document Automation Deep Dive: If/Then/Else Statements

Learn the basics of if/then/else statements! See how nested statements are used and how to utilize if/then/else statements in documents that include paragraph numbering.

Document Automation Deep Dive: Asks

Sometimes you need a field that is not on the matter in Smokeball. Learn how to create your own fields for use in documents, best practices for your prompts, and all about the different types of fields.

Document Automation Deep Dive: Field Insertion

Learn how to locate the fields you want, which matters to use to access the fields you need, and how to format the fields you insert.

Document Automation Deep Dive: Containers

Explore document containers with Sara Sultan for insights on creation, modification, common uses, and template application.

Smokeball Contact Clean Up Dos and Don'ts

Join Trainer Maureen Stott as she walks you through efficiently cleaning up your contacts, how it will affect your data, and what to look out for when using these methods.

AI Solutions for Casework and Delivery

AI is a powerful tool you can leverage in your legal work. But it can be daunting to know where to begin and what tools are available. Join us for a special presentation to help you navigate the changing AI landscape and discover solutions that will reduce the time you spend on case work without compromising accuracy.

Smokeball Desktop Reports - Deep Dive!

Discover the diverse reports in Smokeball Desktop and explore their functionalities, uncovering new features along the way!

AI Solutions to Attract and Convert Clients

Discover how to elevate your client service and attract new prospects with cutting-edge AI technology. Join our session to learn industry best practices for enhancing customer experience and securing a steady flow of clients.

Client and Lead Intake Updates

Dive into our exciting new intake features: LeadPro and MatterFlow! You'll learn how to activate, use, and even create your own lead intake forms that your prospects can fill out to generate new leads.

New Smokeball Features & Enhancements: July - December 2023

Learn all about the new Smokeball features released between July and December of 2023.

Manage Your Activity Tracking Instead of it Managing You!

Explore time tracking best practices with Billing Specialist Maureen. Learn how to optimize your firm's processes using Smokeball's AutoTime feature.

AI Client Round Table: Artificial Intelligence from Overview to Implementation

Artificial Intelligence is everywhere. Join this interactive session to get a briefing on the current state of AI in the legal industry and hear how your Smokeball peers are leveraging this technology.

Clean Slate Billing: Setting the Stage for the New Year

Join Billing Specialist Emily Prazak to learn how to prepare for the upcoming year. Set up new staff rates, manage outstanding unbilled time and accounts receivable, and enter the new year with a clean billing slate.

Developing Your 2024 Marketing Plan: Strategy and Tactics

Join Chelsey Lambert as she shares lead generation techniques that are working for practices across the nation, alongside the tools they use to convert more clients.

Holiday Email Blasts Using Smokeball!

Join Client Trainer, Roy Clifton as he demonstrates how to use your contacts within Smokeball to create an email list and then create/send out a mailer using Microsoft's Mail Merge features.

Get the Most out of your Dashboard

Join Senior Trainer Sara Sultan and learn about our new Dashboard widgets and how to maximize the use of existing widgets.

Developing Your 2024 Marketing Plan: Laying the Groundwork

The way clients seek out and hire law firms is changing, and your marketing plan should, too. Join us to explore the changing legal marketplace, evaluate your firm's current positioning, set goals and strategize for the future.

Explore Smokeball's Newest Billing Reports

Take a deeper look at Smokeball's newest billing reports. Maureen will also help you navigate through the exciting updates made to existing reports.

Logging Off with Confidence: Preparing Your Law Firm for Holiday Closures

The holidays are around the corner, and every legal professional deserves to enjoy a break. Learn how to have processes and systems in place to ensure your law firm runs smoothly while staff are out of office.

Revamp Your Intake Process with LeadPro & MatterFlow

Learn how to take advantage of Smokeball's new features to improve efficiency in your firm's intake and information gathering processes with trainer Emily Prazak. Add links to your website to generate leads, send forms for your client to fill out, and more.

Maximizing Law Firm Revenue: Reporting and Collections

Stay ahead of the curve with this webinar crafted to give you actionable insights and best practices on law firm financial health and growth.

Supercharge your PI Practice and Referral Network

Dive deep into the tools and technologies that will streamline your personal injury practice and supercharge your referral network.

All Aboard! Offboarding and Onboarding Staff

Join Senior Trainer Zac Meyer as he walks you through the process of how to smoothly transition from an old employee leaving your firm to a new employee joining your firm.

New Rates? No Problem!

Have a client with multiple matters that requires a specific hourly rate for each staff member (client rate sets)? Did you increase your rate to apply to only new matters? You can do it all using Rates Sets.

Introducing the Power of TXdocs and Smokeball

Dive into how this powerful collaboration can redefine efficiency, streamline processes, and elevate the standard of legal practice management and documentation.

How to Create an Exceptional Client Experience

Today, there are a variety of methods for clients to find, engage and hire your law firm. To ensure a great reputation, it’s critical to provide both high-quality legal services and an exceptional level of client service.

Integration Round-up

Join Senior Client Trainer Sara Sultan as she gives a summary of all of Smokeball’s existing integrations.

What You Need to Know About QBO: Using Smokeball's QuickBooks Online Integration

Dive into Smokeball's QuickBooks Online integration with billing expert Maureen Stott. Learn about the integration, data insights, and pro tips for a strong practice.

e-Invoices, the New and Improved Option in Invoicing

Say goodbye to payment troubles! Join Senior Trainer Sara Sultan to master best practices and learn to track invoice views with e-Invoices.

Learn What it Means to Keep Your Firm Evergreen

Manage client trust accounts with Smokeball Billing's evergreen retainer feature! Join Trainer Emily Prazak to track balances, send requests, and maintain invoices seamlessly.

Explore Communicate and Smokeball’s Client Portal Features

Smokeball has been hard at work adding more functionality to the client portal. Join our Senior Trainer, Sara Sultan, as she shows you what the Client Portal looks like from your client’s or third party's point of view.

Balancing Act: Bringing Balances Into Smokeball Billing

New to Smokeball Billing and wondering where to start? Join our legal billing trainer, Maureen Stott, as she walks you through how to bring existing client funds and outstanding balances into Smokeball Billing from your previous billing system and the best practices to help you get started on the right foot.

Law Firm Financial Wellness: Law Firm Compensation Models

Discover various law firm compensation models for all roles, including non-attorney sales staff. Explore pros, cons, and practical tips to choose the right model for your firm.

How to Set up and use Email Templates with Smokeball

Do you find yourself copying and pasting from previous sent emails? Join Senior Trainer Sara Sultan and learn how to create email templates in Smokeball. Not only will you avoid the need to copy and paste, but Smokeball’s automation fields will save you time by pulling data from the matter into your

Streamline Your Estate Planning Practice with Smokeball Integrations

Learn about current and upcoming Smokeball integrations that solve specific challenges from client communication to payment processing for estate planning and probate practices.

Law Firm Financial Wellness: Cash Flow Mastery

Law firm owners face unique financial challenges, requiring specialized knowledge and strategies. In this webinar, learn key tips for a financially stable and prosperous firm.

Billing Communication & Managing Client Expectations

Hop into Smokeball Billing with Maureen Stott and explore the variety of ways you can communicate information to clients and help manage their expectations when it comes to billing.

Automated Calendar Rules and Deadlines: Saving Time and Gaining Peace of Mind

Are you losing hours and missing important court dates by manually managing your calendar? Join us and our partner LawToolBox as they share how to automate your calendar and deadlines with Smokeball so you never miss another deadline.

Law Firm Financial Wellness: From Tax-Time Nightmare to Feel-Good Financials

Experts Laura Kennedy & Chelsey Lambert will share what's necessary to keep your financials in order. Learn the importance of tracking financial KPIs and how to review key reports to ensure your firm is on track to meet its financial goals.

Call Me Maybe - How to Best Get Contacts Out of Smokeball for Marketing and Referral Reports and Tracking

Join Senior Trainer Zac Meyer as he walks you through the best ways to ensure you are tracking your files for referral purposes and then asking for a referral at the end.

Payments, Credits, Reversals and Deletions, Oh My!

“Waive” goodbye to your billing stress. Learn when you should be applying payments vs. credits, deleting vs. reversing, and how to put your best foot forward when moving ahead with your Billing Cycle.

The Blueprint for High-Performing Law Firm Websites

As more consumers turn to find a lawyer online, you must make the best first (digital) impression possible. LawLytics VP of Product Rachel Chalot and Smokeball VP of Partnerships Chelsey Lambert will lead an informative session on what makes an effective law firm website.

Let your Workflows do the Work so you can Work from Home

Join Senior Trainer Zac Meyer as he walks you through how to create workflows to automate the assembly line of your days and matters from start to finish.

Service of Process: Understanding the Legal Procedure

In this free webinar, resident experts Grace Silva and Chelsey Lambert will provide you with a comprehensive understanding of service of process, including the legal requirements, methods of service, and common issues that may arise.

What to Send in for Automation When Sending in Your Documents

Are you spending hours trying to figure out the best documents to send to Smokeball for automation? Let Senior Trainer Sara Sultan ease your mind with examples of what are good documents to send to Smokeball.

Keeping Your Information Safe with Permissions!

Join Client Trainer Roy Clifton as we discuss how to keep your sensitive firm information safe with Firm Permissions!

Settlement Statements for PI Firms

New Estate Planning Matter Type Update

Interoffice Communications with Smokeball’s Communicate

Reports and Extensions

Community for New Users

It’s Electric – Signatures!

How to Lock It Down: Secure Communications

Join Client Trainer Roy Clifton to go over Smokeball’s Communicate feature, which allows you to securely request and receive documents from clients and co-counsels alike. Additionally we will discuss the benefits of being able to use this to exchange texts via the app and archive to your matter.

Automating Your Documents with Smokeball: Party Select Ask

What happens when you need to generate a document for a specific party on a matter, but there are multiple contacts entered? Perhaps you have multiple defendants in a matter and each one needs to be served their own discovery request. Join Client Trainer Sara Sultan as she demonstrates an advanced automation feature called Party Select Ask.

Getting the Most of Your Data with Matter Reporting

Join Legal Product Specialist Josh Hehner as he goes over Matter Reporting to maximize your use of the data at your fingertips.

Leading with your Best Foot Forward

Join Senior Trainer Zac Meyer as he walks you through Matter Stages, Workflows, and Reports that are Leads specific and how you can set yourself up for success before your lead becomes a matter.

Stale Money: How to Beat the Collections Odds without Feeling like a Debt Collector

In this free webinar, law firm payments expert and Smokeball VP of Partnerships Chelsey Lambert will share best practices for clients new to your firm and for collecting on long overdue accounts.

How to Save Time with eFile, Process Serving and Docket Sync Tools

Learn how to save time and reduce the number of applications/websites you use for cases by leveraging Smokeball’s built-in eFiling, Process Serving, and Docket Sync tools.

Improving Collections with Smokeball

Chad Holaway, Smokeball’s resident Legal Billing Specialist, will walk you through Smokeball’s tools to help you improve collections for your firm.

E-Filing through Smokeball

Join our Senior Trainer, Sara Sultan, and InfoTrack’s Client Success Manager, Karolina Sikorska, to learn about the different ways to efile documents from Smokeball. We will go over the Publish online feature in Smokeball and our integration with InfoTrack.

Real Estate Tips and Tricks for Using Smokeball

Learn tips and tricks for Real Estate Residential Buy and Sell matters from our Senior Trainer, Sara Sultan. The focus will be on how to best enter real estate agents for tracking how many matters you have worked on them with, how to track different types of Escrow, and how to best utilize workflows.

Family Law Tips and Tricks for Using Smokeball

Smokeball’s Senior Trainer, Sara Sultan, will guide you through some matter configuration to help you with your Family law matters. We will also talk about how to best use matter tags, matter stages, and workflows to keep on top of your matters.

Using Smokeball to Efficiently Create Settlement Statements for Personal Injury Matters

Sara Sultan, Senior Trainer, will explain where the data is pulled from in Smokeball for the Settlement Statement, how to add custom items, change the default layout, and change wording on the Settlement document.

Automating Your Documents with Smokeball: Document Containers

Smokeball’s Senior Trainer, Sara Sultan, will explain the backbone of Automation! You will learn how to access blank containers, some common uses for containers, and how to apply containers to a document template.

Automating Your Documents with Smokeball: Field Insertion

Prepare to learn all about fields with Sara Sultan, Smokeball Senior Trainer. You will learn how to locate the fields you want, which matters to use to access the fields you need, and how to format the fields you insert.

Automating Your Documents with Smokeball: Asks

Sometimes you need a field that is not on the matter in Smokeball. Sara Sultan, Senior Trainer at Smokeball, will show you how to create your own fields for use in your documents, best practices for your prompts, the different types of fields and what each does.

Smokeball Contact Clean-Up Do’s and Don’ts

Contact Clean-Up Do’s and Don’ts with Sara Sultan, Senior Trainer. Learn how to efficiently clean up your contacts, how it will effect your data, and what to look out for when using these methods.

Feature Spotlight: Lead Management

Join Smokeball Product Manager Ian Sperry, as he takes you through Smokeball’s new Lead Management features. Learn how to intake and organize prospective clients and convert them to paying clients in Smokeball.

Frequently Asked Questions: Tasks, Documents, Automation & Outlook

Join Smokeball’s Zac Meyer while he goes through another series of Frequently Asked Questions about Tasks, Documents, Automation, and Outlook in Smokeball.

Automating Your Documents with Smokeball: If/Then/Else Statements

Ready for some advanced Automation training? Join Smokeball Senior Trainer, Sara Sultan, as she goes through the basics for if/then/else statements, explains what nested if/then/else statements are for, and how to use if/then/else statements in documents that include paragraph numbering.

Settlement Disbursement using Smokeball Billing

Want to learn how to track Settlement Disbursements through Smokeball Billing? Join Senior Trainer Sara Sultan as she answers that question as well as how to cut checks from Smokeball Billing for Disbursement and how to print reports showing how the Settlement was disbursed.

Smokeball Integrations: Quickbooks and LawPay

Join trainer Zac Meyer as we walk through the process to setting up these two key integrations and the benefits of using them in Smokeball Billing.

Real Estate Tips and Tricks for Using Smokeball

Learn tips and tricks for Real Estate Residential Buy and Sell matters from our Client Trainer, Roberto Martell Jr. In this session you will learn best practices for tracking transaction details, securely sharing financial information with your clients, and utilizing automated title company forms.

Using Smokeball Closing Statements for Illinois Real Estate

Attention all Illinois Real Estate Attorneys… learn how to use the Closing Statement in Smokeball to save time! Senior Trainer Sara Sultan will show you how to customize the closing statement, how to create a template for a buyer’s side closing statement, and how to utilize our built in calculators.

Our Community and You!

Join Smokeball Trainer Roy Clifton as we explore our Community! A place for Smokeball users to connect, share ideas, learn and grow!

Save Time with Matter Templates in Smokeball

When you have multiple matters that require the same information every time, then Matter templates can help you. Join Client Trainer, Eric, as we look at how you can use Matter Templates to save time configuring your matters.

Spring Cleaning for the Forms and Templates Library

Get organized with our Senior Trainer, Sara Sultan, as she helps to make the Forms & Templates Library easier to navigate for your firm. We will go over best practices for when to copy vs. make a shortcut, how to create new folders and how to associate matters with Form and Template Library folders you make!

Titling and Tasks: Standardizing Your Smokeball for Success

Learn how to add categories to your tasks, and how standardizing your nomenclature in naming things within Smokeball can optimize the system for more efficient use.

Smokeball Prosper: Using Firm Insights

Firm owners, have you been wondering which area of law you are able to collect payments on more easily? What are trends in your firm on number and types of matters being opened? Join Senior Trainer, Sara Sultan, as she explains how to use the Firm Insights Dashboards and Reports, and where Smokeball pulls the information for these items.

Frequently Asked Questions: Matter Details & Contacts

Join Smokeball Trainer, Roy, as he guides you through some of the most common questions we get about handling your matter’s details and contacts!

Smokeball Prosper: Better Billing with Smokeball

Join us for a webinar that will help your firm improve your internal billing processes, spend less time on billing and client follow up, and enact clear standards for your firm. Client trainer, Maureen Stott, will share the best practices we have identified and what tools Smokeball has to help. *Note: This webinar is only relevant to clients using Smokeball Prosper. If you are unsure which product offering your firm uses please reach out to your Account Manager.

Activity Tracking Deep Dive for Smokeball Prosper Users

Learn all about how activity tracking is triggered, paused, and best practices for the most accurate email time tracking with Senior Trainer Sara Sultan.

New Firm Address, New Firm Name, No Problem!

Join Senior Trainer Zac Meyer as he walks you through changing your firms name and address in Smokeball Desktop and Billing.

Smokeball Integrations: Family Law Software

Join Client Trainer Emily Prazak as she walks you through SB’s popular Family Law Software integration. Learn how the integration can help your firm, and help you bill better.