Register for our upcoming webinars
Get the most out of Smokeball! Attend any of these webinars to learn more about the software and how to use it to maximize your productivity. If you can’t make the time posted, register anyway, and you’ll receive a link after to access to webinar to watch on demand.
Friday, April 16
2pm CST
Using Smokeball to Efficiently Create Settlement Statements for Personal Injury Matters
Roberto Martell Jr, Client 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.
Friday, April 30
2pm CST
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.
Watch past webinars on demand
Don’t worry – if you missed the webinar or just want to watch it again, we’ve got everything you need right here.
Frequently Asked Questions: Reports and Extensions
Join Smokeball Trainer Zac as he walks you through our most commonly asked questions about Reports and Extensions in Smokeball.
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.
Using Smokeball’s Matter Stages and Tags
Learn how to categorize, sort, and track your matters. Smokeball Trainer Roberto Martell will walk you through how and why to use Matter Stages and Tags in your everyday activities.
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.
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.
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: Matter Details & Contacts
Join Smokeball Trainer, Zac, as he guides you through the 15 questions most commonly asked about the Matter Details Section and Contacts.
Holiday Mailer Help from Smokeball
Senior Trainer, Sara Sultan, will show you how to use Smokeball to help create mailing labels, letters, and emails with your Smokeball contacts and Microsoft’s Mail Merge feature. We’ll focus on getting your contacts ready to be used with Mail Merge as well as touch on our integration with Campaign Monitor to send email campaigns using Smokeball contacts.
Secure Messaging and File Sharing with Smokeball’s Communicate
Our Senior Trainer, Sara Sultan, will provide a tutorial and best practices guide for using Communicate to securely message any contact on your matters, send a one-way SMS message, and share files securely.
New Feature Showcase
Join our Director of Product, Mary Ellen Kelleher, to get a walkthrough of our new functionality for split billing, invoice email templates, ability to quickly send a letter to multiple recipients, matter activity timeline, and customized invoice notes.
Streamline Your Billing Cycle
Join our Legal Billing Specialist, Chad Holaway, as he goes over the bulk actions you can take in Smokeball Billing to make your billing cycle as efficient as possible. Topics include draft bill creation, finalizing invoices with payments, and reminder statements.
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.
Filing California Court Cases with InfoTrack
Join InfoTrack’s Karolina Sikorska for a presentation on California court filing, including a guided demo of how to place and expense court filing orders across jurisdictions using InfoTrack.
Usando Smokeball Communicate para mejorar la comunicacion con sus clientes
Conectase con el entrenador y licensiado Roberto Martell Jr. para informarse como utilizar Smokeball Communicate para mejorar comunicacion con sus clients y descubre como este aspecto de la plataforma puede agilizar el acceso a documentos importantes en sus casos.
Organizing Your Smokeball Forms & Templates Library
Join our Senior Trainer, Sara Sultan, as she helps to make the Forms & Templates Library look more like your old server. We will go over how to bulk import your templates and how to request automation right from the document. Sara will also explain best practices for when to copy vs. make a shortcut.
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.
Personalize Your View Settings in Smokeball
Personalize your view settings in Smokeball with Senior Trainer, Sara Sultan. Learn how to view only your matters, special groupings, and select columns. Explore how to change views in the Documents section of a matter and rearrange your widgets as well!
Trust Tools in Smokeball Billing
Come learn about the tools within Smokeball Billing that will help you manage your trust account. Join our Legal Billing Specialist, Chad Holaway, as he goes through all the different trust transaction, setting up and printing trust checks, evergreen retainers, trust reconciliation, and trust reports in Smokeball billing.
Usando Matter Templates para mejorar tu proceso de entrada de nuevo clientes
Aveces los Matter Types te ofrecen demasiados opciones para entrar detailes de el caso. Corta esa confusion con el entranador de clientes Roberto Martell Jr.. El te ensenara como usar Matter Templates para mejorar este elemento importante. El Webinar se presenta en Espanol.
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.
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.
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: 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.
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.
Using Smokeball’s Matter Stages and Tags
Learn how to categorize, sort, and track your matters. Our Training Team Lead, Javier, will walk you through how and why to use Matter Stages and Tags.
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.
Utilizing Smokeball’s Forms and Templates Library
Learn how to best utilize and customize the Form & Templates Library with Senior Trainer, Sara Sultan. You will learn how to make shortcuts to Court & Authority forms, how to tell which are your firm forms or Smokeball forms, how to show which information in a document is pulled in from a field, and how to submit documents for Automation.
Save Time with Matter Templates in Smokeball
Join our Training Team Lead, Javier, as we look at how you can use Matter Templates to save time. Whether you have a repeat client or common customizations Matter Templates can help.
New Feature Showcase: Release 6.8
Join our Director of Product, Mary Ellen Kelleher, as she shares the new features available with our 6.8 release. Included are our new Chicago Title and Zoom integrations, an updated AI view, updates to the Firm Insights report, and making our DocuSign integration easier than ever to use.
Automatic Time Tracking: How to Leverage AI in Smokeball
Join our Director of Product, Mary Ellen Kelleher, as she walks you through best practices for leveraging Smokeball’s Automatic Time Tracking features.
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.
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.
New Feature Showcase: Applying Retainer Payments in Bulk
Join Mary Ellen Kelleher, Director of Product at Smokeball, as we review our new bulk retainer payments feature.
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.
Mass Communication to your Clients and Contacts
Join our Senior Trainer, Sara Sultan, as she walks you through two ways to send mass communications to your Smokeball contacts: through our Campaign Monitor integration and through Outlook’s Mail Merge tools.
Instant Messaging your Clients Securely with Smokeball’s Communicate
Our Director of Product, Mary Ellen Kelleher will provide a tutorial and best practices guide for using Communicate to message your clients and share files securely.
Working from Home with Smokeball’s Communicate
Our Director of Product, Mary Ellen Kelleher, and our Training Team Lead, Javier Rodriquez-Martin, will show you how your firm can utilize Communicate to safely share documents with your colleagues, save all conversations directly to matters, and help manage ongoing conversations about your cases – from anywhere.