Account Management

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