city
👋 Hello! It looks like you're visiting from the US. Do you want to visit our American site?
👋 Hello! It looks like you're visiting from the UK. Do you want to visit our UK site?
👋 Hello! It looks like you're visiting from Australia. Do you want to visit our Australian site?
×
SmokeballArrow iconLegal ResourcesArrow iconOn-demand Client WebinarsArrow icon

Tips for New Users: You Have the Tools—Let’s Actually Use Them

Tips for New Users: You Have the Tools—Let’s Actually Use Them

Tips for New Users: You Have the Tools—Let’s Actually Use Them

Access Session Materials

Looking for more?

Be sure to check out all of our live and on-demand Smokeball webinars:

Upcoming Webinars

Register today

On-demand Webinars

Discover more

Subscribe to Our Newsletter

👋 Hello! It looks like you're visiting from the US. Do you want to visit our American site?
👋 Hello! It looks like you're visiting from the UK. Do you want to visit our UK site?
👋 Hello! It looks like you're visiting from Australia. Do you want to visit our Australian site?
×
SmokeballArrow iconLegal ResourcesArrow iconOn-demand Client WebinarsArrow icon

Tips for New Users: You Have the Tools—Let’s Actually Use Them

Tips for New Users: You Have the Tools—Let’s Actually Use Them

Tips for New Users: You Have the Tools—Let’s Actually Use Them
Robyn Perry
Senior Client Onboarding Consultant
Read TranscriptExplore other Webinars

About this session

Congratulations—you’re now up and running in Smokeball! You’ve learned the fundamentals, brought your staff on board, and everything’s humming along nicely. At this point, you’re in a great position to get even more out of the system.

In this session, join Trainer, Robyn Perry, as she shows you what you might be missing: features you’re already paying for but might not be fully using, small built-in efficiencies that can make a big difference, and a few unexpected solutions to common frustrations. Walk away with practical ways to save time, reduce friction, and simplify your day.

‍

More resources:

Learn more on the Support Hub

Join the Smokeball Community

Looking for more?

Archie Next Generation: New Updates to Smokeball's AI Assistant

Join Sara Sultan, Training Team Lead, as she showcases Archie’s new agentic features. You can now access right from Outlook and Word to help you where you are working, use Archie suggestions for how AI can help, and find options to create tasks and calendar events.

New Smokeball Billing Features

Join our billing trainer, Maureen, as she takes you through some exciting new updates to Smokeball's billing features that have been released in the last several months. From new permissions and new filters added when reviewing drafts and finalizing invoices to additional allocation settings and updates to reconciliation tools, we have a lot to share with you!

Fix It Once - Document Containers, Smart Letterheads and Captions Best Practices

Are you constantly fixing your Smart Letterhead, Smart Captions, and signature blocks when drafting documents? If so, this session is for you! Client Trainer, Nicole Damnitz, will walk through Document Container best practices for letters and pleadings, the most common mistakes to avoid, and how containers and TemplateLab templates work together to keep your documents easy to maintain.