Award-Winning Dedicated Account Management

The Best Onboarding, Training and Support from a Team of Legal Professionals.

//Account Management
Account Management
smokeball-stevie-award
  • One-On-One Attention from Your Dedicated Account Manager

  • Tailored Onboarding Program for Your Firm

  • Automation of 10 Firm-Specific Documents

The Onboarding Process

Getting Started

Account Set-up & Installation

Installation Performed Remotely by a Smokeball Technician on All Firm Computers (Includes Pre-Installation Diagnostic Test)

7-Step Post-Installation Performance Test to Ensure Smokeball Is Optimized for Each Computer

Deep Dive to Understand Firm Dynamics, Processes, and Goals for Smokeball Implementation

Contact Import

Training

Training One: Smokeball Basics

Interactive Training with Dedicated Onboarding Specialist

Topics Include: Navigation, Customizing Firm Settings, Matter Entry, Data Import, Document Generation, Forms & Templates Library overview

Training Two: Smokeball Essentials

Interactive Training with Dedicated Onboarding Specialist

Topics may Include: Document Generation, Tasks & Workflows, Email Basics, Area of Law Best Practices

Going Further

Billing

Automation Training

Dedicated Q&A sessions

Smokeball Business Reviews

“Smokeball support has been incredible in dealing with issues. They have always gone above and beyond to make sure that Smokeball works the way it is supposed to and the way that I need it to. Best customer service experience that I have ever had.”

Jim Pratt, Pratt Law LLC

Meet Your Client Success Team

Ruchie Chadha
Ruchie ChadhaV.P. Client Success
Alison Lupel
Alison LupelAccount Manager
Lydia Otey
Lydia OteyAccount Manager
Jessica Robinson
Jessica RobinsonAccount Manager
Rob Everette
Rob EveretteAccount Manager
Laura Lee
Laura LeeOnboarding Specialist
Roberto Martell
Roberto MartellOnboarding Specialist
Sara Sultan
Sara SultanSr. Client Trainer
Javier Rodriguez-Martin
Javier Rodriguez-MartinClient Trainer
Conrad Alvarez
Conrad AlvarezFinancing Consultant