• 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 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


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

Lydia Otey
Lydia OteyDirector of Client Success
Javier Rodriguez-Martin
Javier Rodriguez-MartinManager, Client Training
Alison Lupel
Alison LupelSr. Account Manager
Mark Petrolis
Mark PetrolisSr. Account Manager
Jessica Robinson
Jessica RobinsonAccount Manager
Laura Lee
Laura LeeSr. Onboarding Specialist
Sara Sultan
Sara SultanSr. Client Trainer
Jonnell Simpson
Jonnell SimpsonSr. Client Trainer
Roberto Martell
Roberto MartellClient Trainer
Chad Holaway
Chad HolawayLegal Billing Specialist

See the Smokeball Difference