Tasks and Workflows
Do you have one place where you can see every task for the day? Are you constantly searching through notebooks, post-its, files and your emails? Do you have important dates you need reminders for such as Statutes of Limitation? Or do you have files with a repetitive set of tasks that must be carried out for each matter?
Smokeball’s tasks and workflows features make it simple for you and your staff to stay on top of tasks and critical dates so you can rest assured you will never wake at 3 am concerned you’ve forgotten to do something important. It is however easy to set up simple or powerful multi-step workflows in Smokeball. For litigation matters, set up reminders to draft, redline two weeks and then one week prior to a court date.
Set up multiple reminders for your Statutes of Limitations, or set up a reminder to renew a Power of Attorney one year after completion. An effective way to manage your matters in Smokeball is to use our Next Step feature. If you have a Next Step on every file (and it’s easy to tell if you do) you know that you have every single client’s case in good hands.
View reminders on the go in our iOS and Android app.
Delegate work by assigning tasks to your staff and easily view tasks for yourself or other staff member – Smokeball will automatically show your Next Steps and Tasks on your dashboard when you first log in for the day.
You’ll receive an email every morning with a digest of tasks and events due that day.
Create workflows reminding you of tasks to complete before a future date, or trigger a series of tasks from a specific start date.