Smokeball Organization Features You’ll Love

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Implementing Smokeball at your small law firm is just the first step you can take towards having a more organized and productive office. Once you’re there, Smokeball has a host of features to make your day-to-day operations easier and more streamlined than ever before.

Here are a few of our client’s favorite organizational tools:

Quick Notes

. Does your client prefer being contacted via phone or email? Do they often return messages within a short window of time? Easily share these nuances and other helpful bits of information with your legal staff in the home screen of each matter with Smokeball’s quick notes feature. This tool helps anyone working on that specific matter have a better understanding case-specific details and client preferences. Quick notes means less questions for you and more organization when you’re away from the office!

Matter Tagging

. Need to quickly reference a case you worked on last year but can’t recall the client’s name? Forget searching through multiple case files by hand, Smokeball’s matter tagging feature allows you to categorize matters by searchable keywords. With a few clicks of your mouse, you’ll be able to access your past case files without making a mess of your firm’s filing cabinets.

Auto-sorted Contacts

. As you use Smokeball, every contact included in your matters is saved to a list. Soon enough, you’ll have a database of contact information from every court, attorney and client you’ve ever worked with. It’s time to toss out your rolodex!

Default Checklists

. Use the same to-do list for each new matter you work on? Whether it’s a simple list of items to collect from a client, or a series of tasks for the entire team, Smokeball can add a checklist you create to every new matter. You can even set up different checklists for different matter types. Allowing staff to keep track of what’s been finished, and tackle what’s left to get done.

If you are curious about Smokeball’s organizational tools, and the customization available for a law firm like yours, we’re here to chat whenever you’re ready!

 

By | March 10th, 2015|

About the Author:

For years, Josh has helped lawyers become more organized, productive, and profitable. A trained litigator, Josh came to Smokeball from a large east-coast law firm where his practice focused on franchise, insurance, marine, and general litigation. His work with Smokeball, and his continued passion for what he does each day, is driven by a desire to help lawyers and their staff do better in every way. Knowing well the stress and strain put on today’s legal professional, he regularly focuses on improving work and life in the law. He has traveled the country working with and learning from lawyers and their staff. Josh speaks regularly to bar associations about successful law firm practices and other legal topics. Recent notable engagements have been with the Chicago Bar Association, the Illinois State Bar Association, and the Missouri Bar’s Solo and Small Firm Conference. In addition to his work at Smokeball, Josh serves on the Writing Resource Center staff at The John Marshall Law School. Besides legal technology, his research interests include judicial decision-making, jury decision-making and psychology, and legal writing. He has written and overseen research exploring causal effects of sex/gender on federal appellate court decision-making, and assisted with research for a forthcoming textbook on judicial decision-making. Additionally, Josh sits on the Board of Chicago Fringe Opera Company. Josh holds his J.D., cum laude, from Washington University in St. Louis, where he served as a Senior Editor of the Wash. U. Law Review, held the prestigious Thompson Coburn Research Fellowship, served as Research Assistant to then-Vice-Dean (now Chancellor) Andrew D. Martin, and clerked at the U.S. District Court for the Eastern District of Missouri. He holds a B.A. in Political Science and a B.M. in Music Performance with Honors Scholar distinction from the University of Connecticut, making him a Huskies basketball fan through and through. Follow Josh’s activity on LinkedIn, and keep up with new articles on the Smokeball Blog.

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