Register for our upcoming webinars
Attend any of our webinars to learn more about the Smokeball software and how to use it to maximize your productivity. If you can’t make the time posted, register anyway – you’ll receive a link to watch on demand after the webinar.
Friday, November 18, 2022
2 P.M. CST
Holiday Mailers with Smokeball!
It’s starting to get a little more festive and that means it’s time to offer some cheer to your clients! Join Smokeball Client Trainer, Roy Clifton, as he demonstrates how to use Smokeball to help create mailing labels, letters, and emails with your Smokeball contacts!
Friday, December 9, 2022
2 P.M. CST
Roll Out Your Rate Changes Without a Hitch
Is your firm planning to change attorney and/or staff rates? Join our billing trainer, Maureen, as she walks you through how to implement those changes in Smokeball so you can avoid common pitfalls and ensure your planned rate changes get rolled out without a hitch.
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.
Smokeball Integrations: Settify
Lead intake is a vital part of any family law case. Settify is a comprehensive family law intake and lead generation tool that helps firms capture information from prospective clients and create a clear overview of the case, including a concise timeline of events and balance sheet of assets. Join us for this 30-minute training where Smokeball Senior Trainer Sara Sultan will demo how Settify allows you to send an intake form to your client to complete and then use that information to seamlessly create a matter in Smokeball. Settify is currently available for Illinois family firms only.
Smokeball Integrations: LawToolBox
LawToolBox helps you keep pace with court rule-based deadlines. Join Client Trainer Eric Camacho to learn how you can use the integration to apply rule sets as all-day calendar events or added tasks.
It’s Electric – Signatures!
Join Client Trainer Lizzy Torres to explore different options for inserting your signature into your Smokeball letterheads and documents.
Permissions: Who’s In & Who’s Out?
Join Client Trainer Lizzy Torres as she walks you through setting up permissions within matters, access to Smokeball Billing, and how to disable access to Smokeball in general. Learn what information each of your firm members has access to and how to restrict need to know information.
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.
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.
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.
Improvements to the Estate Planning Matter Type
Want to know all about the newly improved Estate Planning matter type? Join one of our Senior Trainers, Sara Sultan, as she goes over in detail all of the improvements. Co-Trustees, Co-Executors, and Grandchildren are now easy to add. There is a new Asset Tracking layout as well!
Essential Tips and Tricks for Document Automation
If you’ve already got the basics of automation then join Smokeball Trainer Roy for some essential tips and tricks to make your life easier. We’ve collected some of the most important, but often missed, tips and tricks from our teams.
New Smokeball Features and Enhancements: July 2022
We have released several noteworthy enhancements to our products and resources throughout the first six months of 2022. Join Client Trainer Eric Camacho to get an in-depth review of the most important changes in Smokeball and how your firm can benefit from them.
How to Clean Up Those Contacts!
Sara Sultan, Senior Trainer will walk you through the process of cleaning up those contacts! Learn how to efficiently clean up your contacts, how it will affect your data, and what to look out for when using these methods.
Using Smokeball Reports to Get a Better View of Your Firm
Join Senior Client Trainer Zac Meyer as he hosts a webinar focused on the reporting available within the Smokeball desktop application.
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 Usher, 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.
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!
Documents Folder Tools and Resources
Smokeball allows you to not only upload documents into your matters, but it also offers you a variety of tools and resources including PDF conversion, Bates stamping, linking to tasks, moving files, and more. Join Client Trainer Eric Camacho as we look at how you can leverage Smokeball to reveal the magic of your documents.
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.
Smokeball Integrations: QuickBooks Online
Using QuickBooks Online or considering switching to it? Get an inside look at how Smokeball transmits transaction information to QuickBooks and get answers to all of the commonly asked questions regarding this integration.
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.
Utilizing Workflows to Streamline your Practice
Learn how workflows can keep your office running like a well oiled machine with Sara Sultan, Sr. Client Trainer. We will go over the different ways to build an utilize workflows for both transactional and litigation matter types.
Frequently Asked Questions: Leads, Matters, and Facilitating Client Intake
Join Smokeball Trainer Roberto Martell Jr. as he guides you through the most frequently asked questions about Smokeball Lead Management features.
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!
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.
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!
A Sneak Peek at the New Smokeball Home Dashboard
With Smokeball version 8.0, we are upgrading the Smokeball home screen with a powerful new home dashboard. Join us to get a sneak preview of the next generation of Smokeball!
Rolling Out Your Rate Changes Without a Hitch
A helpful guide to ensure your planned rate changes have a smooth transition by walking you through best practices within Smokeball and addressing common pitfalls.
Prep Your Law Firm for a More Productive, Profitable 2022
The end of the year is typically a slower time for most practices, (sorry family and criminal law attorneys). This allows firm management to ask important questions and determine whether changes are needed to achieve the firm’s goals in the new year. This free webinar is designed to help you make productive, proactive adjustments to prepare your law firm for 2022.
Holiday Mailer Help from Smokeball
It’s that time of year again! Join Senior Trainer, Sara Sultan, as she demonstrates 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.
Firms of the Future Virtual Summit: Webinar Resources
Missed Smokeball’s virtual event? Catch up on all the great content you missed – including six webinars across our training and leadership teams. Plus a guest appearance from Gyi Tsakalakis, JD.
Automated Email Templates in Smokeball
Tired of copying and pasting your frequently used text in emails? Join Trainer Roberto Martell Jr. as he guides you through using the forms and templates library to streamline your email template usage with Smokeball.
Onboarding and Offboarding Users in Smokeball
Did you hire someone brand new? An old user finished up in smokeball? Join Trainer Zac Meyer as he walks you through the best practices to ensure a smooth transition for new and old employees alike with Smokeball.
Utilizar Los Detalles del Asunto de Lesiones Personales para Simplificar sus Declaraciones de Liquidación
Únase al entrenador de clientes Roberto Martell Jr. para un seminario web en el que aprenderá cómo usar Smokeball para simplificar la gestión de especialidades médicas y armar rápidamente declaraciones de liquidación para casos de lesiones personales.
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.
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.
Smokeball Integrations: Lawmatics
Using Lawmatics? Senior Trainer Sara Sultan will show you how to utilize our integration with Lawmatics. You will learn how to set up the integration as well as what items will sync from Lawmatics to Smokeball.
Examining Smokeball’s integrations with 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.
Save Time with the Smokeball and Family Law Software Integration
Join Smokeball Client Trainer Roberto Martell Jr. as he shows off the integration between Smokeball and Family Law Software. Family Law Software can access matter information in Smokeball to populate calculations and reports, saving time and minimizing errors.
Smokeball Integrations: LawToolBox
Having trouble keeping up with all of the Court Rules? Senior Trainer Sara Sultan will show you how the integration with LawToolBox can help alleviate the stress. You will learn how to activate the integration apply rule sets as all day calendar events or tasks.
Smokeball Billing Reports
Ever wondered how much each timekeeper is billing and collecting each month? How far behind are your clients in their payments? Who has money in Trust? Join Trainer Zac Meyer as he answers these questions and more on what you need to know about Smokeball Billing Reports.
Using Smokeball Reports to Get a Better View of Your Firm
Join Client Trainer Roberto Martell Jr. as he hosts a webinar focused on the reporting available in Smokeball. He will guide you through the various reporting options in Smokeball.
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.
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.
Community: Connecting Smokeball Users
Join Smokeball Trainer Zac Meyer as he shows you how to connect with other Smokeball users, share ideas and even look for court coverage!
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.
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.
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.
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.
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.