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, August 7
2pm CST
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.
Friday, August 14
2pm CST
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.
Friday, August 21
2pm CST
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!
Friday, August 28
2pm CST
Smokeball Contact Clean-Up Dos and Don’ts
Contact Clean-Up Dos 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.
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.
Automating Your Documents with Smokeball: If/Then/Else Statements
Originally aired on July 31 at 2pm CST
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
Originally aired on July 24 at 2pm CST
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
Originally aired on July 17 at 2pm CST
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
Originally aired on July 10 at 2pm CST
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.
Smokeball Product Showcase: July 2020
Originally aired on July 8 at 2pm CST
Join our Director of Product, Mary Ellen Kelleher, to get a sneak peek at our new functionality for creating Operating Checks, updates to charging interest, and one way text messaging functionality.
Using Smokeball to Efficiently Create Settlement Statements for Personal Injury Matters
Originally aired on June 19 at 2pm CST
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
Originally aired on June 12 at 2pm CST
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
Originally aired on June 5 at 2pm CST
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
Originally aired on May 29 at 2pm CST
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
Originally aired on May 22 at 2pm CST
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
Originally aired on May 21 at 2pm CST
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
Originally aired on May 15 at 2pm CST
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
Originally aired on May 8 at 2pm CST
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
Originally aired on May 1 at 2pm CST
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
Originally aired on April 24 at 1pm CST
Join Mary Ellen Kelleher, Director of Product at Smokeball, as we review our new bulk retainer payments feature.
Improving Collections with Smokeball
Originally aired on April 17 at 2pm CST
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
Originally aired on April 10 at 11am CST
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
Originally aired on April 3 at 11am CST
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
Originally aired on March 27 at 2:30pm CST
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.