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
See the Smokeball Difference