Essential Business Law Firm Workflows Checklist for Attorneys

Essential Business Law Firm Workflows Checklist for Attorneys

From contract drafting to mergers and acquisitions, understanding key principles of efficient workflows is essential for any modern corporate lawyer or business attorney. This checklist aims to provide workflows that will help business law firms streamline their processes.

Workflow Checklist for Estate Planning & Probate Matters

With this checklist as a guide, estate planning law firms can easily implement processes that will streamline operations and guarantee quality services for their clients.

Workflow Checklist for Real Estate Transactions in Illinois

Streamline & Scale Your Processes, Button-Up Legal Team Collaboration

Workflow Checklist for Family Law Matters

Streamline & Scale Your Processes, Button-Up Legal Team Collaboration

State of the Law 2023: The Great Automation

A Smokeball exclusive survey

Workflow Checklist for Personal Injury Matters

Streamline & Scale Your Processes, Button-Up Legal Team Collaboration

Double Your Billable Hours, Work Less

Fix the billing problem you may not know you have.

Get Paid Faster with Automated Billing and Payments

Step-by-Step and At-A-Glance

Ultimate Guide to Small Law Firm KPIs

Download our free e-book "The Ultimate Guide to Small Law Firm KPIs" and learn how to apply KPI data to your practice.

The Three Pillars of Successful Small Law Firms

When it comes to building a successful law firm, there are three pillars that must stand strong for your firm to succeed: Organization, Productivity and Profitability.

Hiring and Managing Staff to Increase Law Firm Profitability

Download our free e-book "Hiring and Managing Staff to Increase Law Firm Profitability" to learn tips on growing your practice and finding new levels of profitability.

The Illinois Attorney’s Guide to e-Filing

Download our free guide "The Illinois Attorney’s Guide to e-Filing" to learn tips on increasing productivity with a seamless e-Filing process.

The Definitive Guide to Better Legal Billing

Learn how with the "Definitive Guide to Better Legal Billing, Collecting Client Payments and Driving Law Firm Profitability" from Smokeball + LawPay.

Law Firm Document Automation: The Basics

Learn all about how automating standard documents improves every aspect of small firm practice.

Essential Guide to Law Firm Succession Planning

Smokeball’s e-book, "The Essential Guide to Law Firm Succession Planning," puts planning for the future into perspective.

21 Days to a Healthier Practice

Personal Health for Professional Strength

Valuing Your Time as a Family Law Attorney

For family law attorneys who want to maximize their law firm profits, time is the golden goose that must be nurtured.

Social Media for Personal Injury Attorneys

Our e-book by social media expert and attorney Scott Malouf explores the highs and lows of using social media to market a personal injury law firm.

The Ultimate Guide to Cloud-Based Legal Software

This simple guide offers explanations to what Cloud-based software is, what benefits and drawbacks may exist, and tips for understanding the best match for individual law firms.

Is Legal Practice Management Software Worth It?

This free e-book, "Is Legal Practice Management Software Worth It?", not only answers its titular question, it gives you a ready-made rubric to use when researching legal software, and a ready-made argument for when you finally make the case to invest in a software.

Choosing the Right Remote Cloud

We’ve designed this guide to ensure that you only entrust your firm to a cloud platform that protects you, your colleagues, and your clients from further disruption.

Future of Law

This free e-book lays out the biggest forthcoming changes to the legal field, some of which are already on the horizon.

Rethink Your Law Firm Now

A FREE checklist to emerge from the crisis or the crowd.

Investing in Your Law Firm

Legal Software Buyer's Guide

The Healthy Remote Lawyer

This guide is designed to add new tools to your remote-work toolbox, helping you assess your wellbeing, set boundaries and improve your quality of life.

Legal Practice Management Software Buying Guide

Solve your small law firm’s pain points + meet your goals

Your Smokeball 2022 Spring Cleaning Checklist

Set your firm up for your most productive, profitable year yet

Your Smokeball 2022 Business Development Cheat Sheet

A step-by-step guide to brainstorming, organizing and delegating your law firm's business development

Smokeball's 2022 Job Interview Checklist

Ask the right questions + hire great law firm candidates

Smokeball Exclusive Survey: Law + the Great Resignation

A Smokeball exclusive survey

Smokeball’s 2022 Law Firm Hiring Guide

Tips + trends to help you hire great attorneys + staff

Turning Crisis Into Opportunity

This brief guide is designed to quickly provide an overview of issues your law firms can consider as you reconsider your business strategies to match a new era of practicing law.

Guide for Law Firms with Remote or Hybrid Work Environments

This brief guide will walk you through the software solutions and processes needed to run your best remote or hybrid firm.

What is Case Management Software?

Download our free e-book, "What is Case Management Software?" to learn how and why law firm technology has evolved and what components add up to great case management software.

The Solo and Small Firm Billing Problem

Smokeball set out to learn: Are fee-earners really only billing 2.5 hours a day? And if so, how can we solve the problem?

Guide to Implementing or Changing Legal Software

Stuck and unable to move forward with transforming your law firm's technology? This guide will help you navigate the process.

The Great Resignation: Law Firms + Technology

How legal technology helped firms of any size adapt and thrive

Smokeball's Behind the Times Report

Smokeball’s cloud-based legal case management software helps your law firm become more productive and profitable.

Getting Automated: An End-to-End Guide to Law Firm Automation

Save time and become more efficient and productive

Before & After Implementing Legal Document Automation

Say goodbye to “find and replace” and hello to accuracy and efficiency

8 Benefits of Automated Time Tracking with Smokeball

Capture all your billable time and grow more efficient and profitable

Social Media Workbook for Attorneys

How to put your best foot forward online.

How to Automate Legal Documents with Smokeball

Create Documents in Seconds

Smokeball’s Approach to Cybersecurity

Security of the client lifecycle with and without Smokeball

How to Improve Efficiency and Productivity to Grow Your Law Firm

You’ll gain the tips and tools your firm needs — this year and beyond — to achieve greater success and productivity.

Trends, Bottlenecks and Breakthroughs in Family Law

During this webinar, you will learn ways to avoid common bottleneck problems, while also finding the very best solutions for handling these issues when they do arise.

Managing Stress in Uncertain Times: Science-based Techniques to Apply Today

This webinar will help everyone in your law firm find balance and ease anxiety, even in uncertain times.

Improving Performance through (Im)Perfectionism

While that word is not usually pejorative, Chelsy will walk us through how perfectionism can be ruinous to careers and even lives.

End-to-End Law Firm Automation

Hannah understands first-hand some of the sticking points of running your best law firm, so she is going to help you identify where you can streamline your processes throughout your day with automation.

Why Firms Are Billing Less Than They Did 20 Years Ago: How to Reverse the Trend

This webinar reveals how simply tracking a fee earner’s billable time accurately and automatically can turn your firm’s fortunes around.

Actionable Data from Firm Insights

Learn how Firm Insights provides clarity for your business development, Join Mary Ellen Kelleher, Smokeball's VP of Product, as she shares what she's learned from thousands of Smokeball client interviews, best practices from firms that have grown quickly while partnered with Smokeball, and her approach to understanding the needs of firms trying to grow.

The Healthy Remote Lawyer

Chelsy will walk us through how to navigate working from home amongst all the other changes and stressors that accompany working in law.

Solving Billing to Grow Your Law Firm

This free on-demand webinar is presented by Smokeball’s Andrea Valle, a former attorney and current billing and onboarding expert.

How Modern Consumer Habits Are Changing Law Firm Intake

The host of the webinar, Jared D. Correia, Esq., has years of experience practicing and consulting on the best methods of client attraction and retention.

Uplevel Your Firm’s Engagement, Intake and Lead Conversion Process

Smith.al and Smokeball are coming together to talk about actionable solutions your law firm can employ to make this happen immediately.

The Practice of Cognitive Kindness for Improved Performance in the New Year

Join lawyer-turned-psychotherapist Chelsy Castro, JD, MA, MSW, LCSW for a new Smokeball webinar, "The Practice of Cognitive Kindness for Improved Performance."

Build Better Litigation Efficiencies

Join Smokeball Senior Trainer Sara Sultan for "Build Better Litigation Efficiencies: Helpful Tips for Your Small Firm."

From Clicks, to Calls, to Clients: Attracting and Converting Clients

In this session, Gyi Tsakalakis explores how to create remarkable experiences and create an emotional connection with new clients.

Digital Marketing for Your Law Firm

Don’t know anything about law firm marketing? This webinar is for you! Invest in watching this video and save time and money by helping customers find your firm and become valuable clients.

Owning Your Success: Overcoming Imposter Syndrome

During this webinar you will learn how to identify imposter syndrome, manage anxiety and enjoy the results of your hard work.

Burnout Prevention

Law and the Great Resignation: What’s Next for America’s Law Firms?

Join Dana Moran, Smokeball communications manager, for this free webinar exploring the results of Smokeball's exclusive Law + The Great Resignation survey.

How to Increase Efficiency by Streamlining Medical Record Retrieval

Learn how Smokeball’s practice management software works with YoCierge, a nationwide medical record retrieval system, to automate the retrieval process and give your team hours back in their day.

Productivity Hacks for Reducing Anxiety and Getting Things Done

This webinar identifies how unmitigated attorney anxiety can negatively affect both your wellbeing and productivity, and offers accessible tools and techniques to prevent anxiety from holding you back.

Rethinking Law Firm Culture and Hiring After the Great Resignation

Join Jordan Turk, attorney and Smokeball legal technology advisor, for this free webinar. She'll share how technology and modern work practices help law firms evolve to meet this unprecedented moment in law firm hiring and culture.

Key Metrics & Processes for Small Law Success

Take Time Back with Smokeball Billing

How the Most Successful Personal Injury Law Firms Run Their Practice

How the Most Successful Law Firms Run Their Practice

How the Most Successful Family Law Firms Run Their Practice

See why Smokeball users report being less stressed and having happier clients, all while billing almost twice the industry average.

How the Most Successful Estate Planning Law Firms Run Their Practice

See why Smokeball users report being less stressed and having happier clients, all while billing almost twice the industry average.

Run Your Best Hybrid Law Firm: How to Get Ahead in 2022

Gain valuable logistical tips, whether you're just starting a new law practice or improving hybrid work practices at your existing firm.

Prep Your Law Firm for a More Productive, Profitable 2022

With Smokeball version 8.0, we are upgrading the Smokeball home screen with a powerful new home dashboard. Join us to get a sneak preview of the next generation of Smokeball!

Owning Your Success: Overcoming Imposter Syndrome in the Legal Field

During this webinar you will learn how to identify imposter syndrome, manage anxiety and enjoy the results of your hard work.

Mindfulness Beyond Stress Management: A ‘How-To’ for the Skeptical Lawyer

Learn how legal professionals can benefit from a mindfulness practice, and gain valuable, science-based advice for incorporating mindfulness into your everyday routine.

How to Market Your Law Firm Ethically and Effectively

Join Mark Homer for this free webinar, where he will reveal the best ways to market your firm without violating the professional rules of conduct.

A Lawyer’s Guide to Improving Well-being in the Workplace + Beyond

Cybersecurity for Law Firms: How to Minimize Risk and Protect Your Office

Join Jordan Turk for this free webinar. She'll share cybersecurity nightmares, as well as give you tips to mitigate your risk and keep you compliant...

Embrace the Robots: Automate Law Firm Tasks and Grow Your Practice

Non-billable tasks are necessary — but they shouldn’t occupy your every waking hour (or the firm’s profit margins). That’s where automation comes in.

Expect the Unexpected: Disaster Planning and Recovery for Your Law Firm

Your law firm can’t always anticipate a disaster — but you can prepare your response well in advance. Protect your firm against natural or manmade disasters...

Trust Yourself with Trust Accounting

Penalties for trust account violations are some of the most common sanctions assessed against attorneys by their state bar. Violating your state bar’s trust...

Elevate Your Client Intake: 12 Ways to Improve Your Process

Clients are the soul of every law practice. And arguably, the intake process to procure those clients is the most critical part of managing a firm.

Utilizing Tools to Streamline your Practice

Settlement Statements for PI Firms

The Power of Document Automation

Stay Connected with Smokeball's Communicate

Smokeball Integrations with Sara Sultan

How the Most Successful Personal Injury Law Firms Run Their Practice

Organizing your Matters in Smokeball

New Smokeball Features and Enhancements: July 2022

New Estate Planning Matter Type Update

Interoffice Communications with Smokeball’s Communicate

Reports and Extensions

Cybersecurity for Law Firms: How to Minimize Risk and Protect Your Office

Community for New Users

It’s Electric – Signatures!

How to Lock It Down: Secure Communications

Join Client Trainer Roy Clifton to go over Smokeball’s Communicate feature, which allows you to securely request and receive documents from clients and co-counsels alike. Additionally we will discuss the benefits of being able to use this to exchange texts via the app and archive to your matter.

Automating Your Documents with Smokeball: Party Select Ask

What happens when you need to generate a document for a specific party on a matter, but there are multiple contacts entered? Perhaps you have multiple defendants in a matter and each one needs to be served their own discovery request. Join Client Trainer Sara Sultan as she demonstrates an advanced automation feature called Party Select Ask.

Getting the Most of Your Data with Matter Reporting

Join Legal Product Specialist Josh Hehner as he goes over Matter Reporting to maximize your use of the data at your fingertips.

Leading with your Best Foot Forward

Join Senior Trainer Zac Meyer as he walks you through Matter Stages, Workflows, and Reports that are Leads specific and how you can set yourself up for success before your lead becomes a matter.

Stale Money: How to Beat the Collections Odds without Feeling like a Debt Collector

In this free webinar, law firm payments expert and Smokeball VP of Partnerships Chelsey Lambert will share best practices for clients new to your firm and for collecting on long overdue accounts.

How to Save Time with eFile, Process Serving and Docket Sync Tools

Learn how to save time and reduce the number of applications/websites you use for cases by leveraging Smokeball’s built-in eFiling, Process Serving, and Docket Sync tools.

Working from Home with Smokeball’s Communicate

Our Director of Product, Mary Ellen Kelleher, and our Training Team Lead, Javier Rodriquez-Martin, will show you how your firm can utilize Communicate to safely share documents with your colleagues, save all conversations directly to matters, and help manage ongoing conversations about your cases – from anywhere.

Instant Messaging your Clients Securely with Smokeball’s Communicate

Our Director of Product, Mary Ellen Kelleher will provide a tutorial and best practices guide for using Communicate to message your clients and share files securely.

Mass Communication to your Clients and Contacts

Join our Senior Trainer, Sara Sultan, as she walks you through two ways to send mass communications to your Smokeball contacts: through our Campaign Monitor integration and through Outlook’s Mail Merge tools.

Improving Collections with Smokeball

Chad Holaway, Smokeball’s resident Legal Billing Specialist, will walk you through Smokeball’s tools to help you improve collections for your firm.

New Feature Showcase: Applying Retainer Payments in Bulk

Join Mary Ellen Kelleher, Director of Product at Smokeball, as we review our new bulk retainer payments feature.

E-Filing through Smokeball

Join our Senior Trainer, Sara Sultan, and InfoTrack’s Client Success Manager, Karolina Sikorska, to learn about the different ways to efile documents from Smokeball. We will go over the Publish online feature in Smokeball and our integration with InfoTrack.

Real Estate Tips and Tricks for Using Smokeball

Learn tips and tricks for Real Estate Residential Buy and Sell matters from our Senior Trainer, Sara Sultan. The focus will be on how to best enter real estate agents for tracking how many matters you have worked on them with, how to track different types of Escrow, and how to best utilize workflows.

Automatic Time Tracking: How to Leverage AI in Smokeball

Join our Director of Product, Mary Ellen Kelleher, as she walks you through best practices for leveraging Smokeball’s Automatic Time Tracking features.

New Feature Showcase: Release 6.8

Join our Director of Product, Mary Ellen Kelleher, as she shares the new features available with our 6.8 release. Included are our new Chicago Title and Zoom integrations, an updated AI view, updates to the Firm Insights report, and making our DocuSign integration easier than ever to use.

Save Time with Matter Templates in Smokeball

Join our Training Team Lead, Javier, as we look at how you can use Matter Templates to save time. Whether you have a repeat client or common customizations Matter Templates can help.

Utilizing Smokeball’s Forms and Templates Library

Learn how to best utilize and customize the Form & Templates Library with Senior Trainer, Sara Sultan. You will learn how to make shortcuts to Court & Authority forms, how to tell which are your firm forms or Smokeball forms, how to show which information in a document is pulled in from a field, and how to submit documents for Automation.

Family Law Tips and Tricks for Using Smokeball

Smokeball’s Senior Trainer, Sara Sultan, will guide you through some matter configuration to help you with your Family law matters. We will also talk about how to best use matter tags, matter stages, and workflows to keep on top of your matters.

Using Smokeball’s Matter Stages and Tags

Learn how to categorize, sort, and track your matters. Our Training Team Lead, Javier, will walk you through how and why to use Matter Stages and Tags.

Using Smokeball to Efficiently Create Settlement Statements for Personal Injury Matters

Sara Sultan, Senior Trainer, will explain where the data is pulled from in Smokeball for the Settlement Statement, how to add custom items, change the default layout, and change wording on the Settlement document.

Automating Your Documents with Smokeball: Document Containers

Smokeball’s Senior Trainer, Sara Sultan, will explain the backbone of Automation! You will learn how to access blank containers, some common uses for containers, and how to apply containers to a document template.

Automating Your Documents with Smokeball: Field Insertion

Prepare to learn all about fields with Sara Sultan, Smokeball Senior Trainer. You will learn how to locate the fields you want, which matters to use to access the fields you need, and how to format the fields you insert.

Automating Your Documents with Smokeball: Asks

Sometimes you need a field that is not on the matter in Smokeball. Sara Sultan, Senior Trainer at Smokeball, will show you how to create your own fields for use in your documents, best practices for your prompts, the different types of fields and what each does.

Usando Matter Templates para mejorar tu proceso de entrada de nuevo clientes

Aveces los Matter Types te ofrecen demasiados opciones para entrar detailes de el caso. Corta esa confusion con el entranador de clientes Roberto Martell Jr.. El te ensenara como usar Matter Templates para mejorar este elemento importante. El Webinar se presenta en Espanol.

Trust Tools in Smokeball Billing

Come learn about the tools within Smokeball Billing that will help you manage your trust account. Join our Legal Billing Specialist, Chad Holaway, as he goes through all the different trust transaction, setting up and printing trust checks, evergreen retainers, trust reconciliation, and trust reports in Smokeball billing.

Personalize Your View Settings in Smokeball

Personalize your view settings in Smokeball with Senior Trainer, Sara Sultan. Learn how to view only your matters, special groupings, and select columns. Explore how to change views in the Documents section of a matter and rearrange your widgets as well!

Smokeball Contact Clean-Up Do’s and Don’ts

Contact Clean-Up Do’s and Don’ts with Sara Sultan, Senior Trainer. Learn how to efficiently clean up your contacts, how it will effect your data, and what to look out for when using these methods.

Organizing Your Smokeball Forms & Templates Library

Join our Senior Trainer, Sara Sultan, as she helps to make the Forms & Templates Library look more like your old server. We will go over how to bulk import your templates and how to request automation right from the document. Sara will also explain best practices for when to copy vs. make a shortcut.

Usando Smokeball Communicate para mejorar la comunicacion con sus clientes

Conectase con el entrenador y licensiado Roberto Martell Jr. para informarse como utilizar Smokeball Communicate para mejorar comunicacion con sus clients y descubre como este aspecto de la plataforma puede agilizar el acceso a documentos importantes en sus casos.

Filing California Court Cases with InfoTrack

Join InfoTrack’s Karolina Sikorska for a presentation on California court filing, including a guided demo of how to place and expense court filing orders across jurisdictions using InfoTrack.

Streamline Your Billing Cycle

Join our Legal Billing Specialist, Chad Holaway, as he goes over the bulk actions you can take in Smokeball Billing to make your billing cycle as efficient as possible. Topics include draft bill creation, finalizing invoices with payments, and reminder statements.

New Feature Showcase

Join our Director of Product, Mary Ellen Kelleher, to get a walkthrough of our new functionality for split billing, invoice email templates, ability to quickly send a letter to multiple recipients, matter activity timeline, and customized invoice notes.

Secure Messaging and File Sharing with Smokeball’s Communicate

Our Senior Trainer, Sara Sultan, will provide a tutorial and best practices guide for using Communicate to securely message any contact on your matters, send a one-way SMS message, and share files securely.

Frequently Asked Questions: Matter Details & Contacts

Join Smokeball Trainer, Zac, as he guides you through the 15 questions most commonly asked about the Matter Details Section and Contacts.

Feature Spotlight: Lead Management

Join Smokeball Product Manager Ian Sperry, as he takes you through Smokeball’s new Lead Management features. Learn how to intake and organize prospective clients and convert them to paying clients in Smokeball.

Frequently Asked Questions: Tasks, Documents, Automation & Outlook

Join Smokeball’s Zac Meyer while he goes through another series of Frequently Asked Questions about Tasks, Documents, Automation, and Outlook in Smokeball.

Automating Your Documents with Smokeball: If/Then/Else Statements

Ready for some advanced Automation training? Join Smokeball Senior Trainer, Sara Sultan, as she goes through the basics for if/then/else statements, explains what nested if/then/else statements are for, and how to use if/then/else statements in documents that include paragraph numbering.

Settlement Disbursement using Smokeball Billing

Want to learn how to track Settlement Disbursements through Smokeball Billing? Join Senior Trainer Sara Sultan as she answers that question as well as how to cut checks from Smokeball Billing for Disbursement and how to print reports showing how the Settlement was disbursed.

Using Smokeball Reports to Get a Better View of Your Firm

Join Client Trainer Roberto Martell Jr. as he hosts a webinar focused on the reporting available in Smokeball. He will guide you through the various reporting options in Smokeball.

Smokeball Billing Reports

Ever wondered how much each timekeeper is billing and collecting each month? How far behind are your clients in their payments? Who has money in Trust? Join Trainer Zac Meyer as he answers these questions and more on what you need to know about Smokeball Billing Reports.

Smokeball Integrations: LawToolBox

Having trouble keeping up with all of the Court Rules? Senior Trainer Sara Sultan will show you how the integration with LawToolBox can help alleviate the stress. You will learn how to activate the integration apply rule sets as all day calendar events or tasks.

Save Time with the Smokeball and Family Law Software Integration

Join Smokeball Client Trainer Roberto Martell Jr. as he shows off the integration between Smokeball and Family Law Software. Family Law Software can access matter information in Smokeball to populate calculations and reports, saving time and minimizing errors.

Examining Smokeball’s integrations with QuickBooks and LawPay

Join trainer Zac Meyer as we walk through the process to setting up these two key integrations and the benefits of using them in Smokeball Billing.

Smokeball Integrations: Lawmatics

Using Lawmatics? Senior Trainer Sara Sultan will show you how to utilize our integration with Lawmatics. You will learn how to set up the integration as well as what items will sync from Lawmatics to Smokeball.

Real Estate Tips and Tricks for Using Smokeball

Learn tips and tricks for Real Estate Residential Buy and Sell matters from our Client Trainer, Roberto Martell Jr. In this session you will learn best practices for tracking transaction details, securely sharing financial information with your clients, and utilizing automated title company forms.

Using Smokeball Closing Statements for Illinois Real Estate

Attention all Illinois Real Estate Attorneys… learn how to use the Closing Statement in Smokeball to save time! Senior Trainer Sara Sultan will show you how to customize the closing statement, how to create a template for a buyer’s side closing statement, and how to utilize our built in calculators.

Utilizar Los Detalles del Asunto de Lesiones Personales para Simplificar sus Declaraciones de Liquidación

Únase al entrenador de clientes Roberto Martell Jr. para un seminario web en el que aprenderá cómo usar Smokeball para simplificar la gestión de especialidades médicas y armar rápidamente declaraciones de liquidación para casos de lesiones personales.

Onboarding and Offboarding Users in Smokeball

Did you hire someone brand new? An old user finished up in smokeball? Join Trainer Zac Meyer as he walks you through the best practices to ensure a smooth transition for new and old employees alike with Smokeball.

Automated Email Templates in Smokeball

Tired of copying and pasting your frequently used text in emails? Join Trainer Roberto Martell Jr. as he guides you through using the forms and templates library to streamline your email template usage with Smokeball.

A Sneak Peek at the New Smokeball Home Dashboard

With Smokeball version 8.0, we are upgrading the Smokeball home screen with a powerful new home dashboard. Join us to get a sneak preview of the next generation of Smokeball!

Our Community and You!

Join Smokeball Trainer Roy Clifton as we explore our Community! A place for Smokeball users to connect, share ideas, learn and grow!

Save Time with Matter Templates in Smokeball

When you have multiple matters that require the same information every time, then Matter templates can help you. Join Client Trainer, Eric, as we look at how you can use Matter Templates to save time configuring your matters.

Spring Cleaning for the Forms and Templates Library

Get organized with our Senior Trainer, Sara Sultan, as she helps to make the Forms & Templates Library easier to navigate for your firm. We will go over best practices for when to copy vs. make a shortcut, how to create new folders and how to associate matters with Form and Template Library folders you make!

Frequently Asked Questions: Leads, Matters, and Facilitating Client Intake

Join Smokeball Trainer Roberto Martell Jr. as he guides you through the most frequently asked questions about Smokeball Lead Management features.

Utilizing Workflows to Streamline your Practice

Learn how workflows can keep your office running like a well oiled machine with Sara Sultan, Sr. Client Trainer. We will go over the different ways to build an utilize workflows for both transactional and litigation matter types.

Titling and Tasks: Standardizing Your Smokeball for Success

Learn how to add categories to your tasks, and how standardizing your nomenclature in naming things within Smokeball can optimize the system for more efficient use.

Smokeball Integrations: QuickBooks Online

Using QuickBooks Online or considering switching to it? Get an inside look at how Smokeball transmits transaction information to QuickBooks and get answers to all of the commonly asked questions regarding this integration.

Smokeball Prosper: Using Firm Insights

Firm owners, have you been wondering which area of law you are able to collect payments on more easily? What are trends in your firm on number and types of matters being opened? Join Senior Trainer, Sara Sultan, as she explains how to use the Firm Insights Dashboards and Reports, and where Smokeball pulls the information for these items.

Documents Folder Tools and Resources

Smokeball allows you to not only upload documents into your matters, but it also offers you a variety of tools and resources including PDF conversion, Bates stamping, linking to tasks, moving files, and more. Join Client Trainer Eric Camacho as we look at how you can leverage Smokeball to reveal the magic of your documents.

Frequently Asked Questions: Matter Details & Contacts

Join Smokeball Trainer, Roy, as he guides you through some of the most common questions we get about handling your matter’s details and contacts!

Smokeball Prosper: Better Billing with Smokeball

Join us for a webinar that will help your firm improve your internal billing processes, spend less time on billing and client follow up, and enact clear standards for your firm. Client trainer, Maureen Usher, will share the best practices we have identified and what tools Smokeball has to help. *Note: This webinar is only relevant to clients using Smokeball Prosper. If you are unsure which product offering your firm uses please reach out to your Account Manager.

Using Smokeball Reports to Get a Better View of Your Firm

Join Senior Client Trainer Zac Meyer as he hosts a webinar focused on the reporting available within the Smokeball desktop application.

New Smokeball Features and Enhancements: July 2022

We have released several noteworthy enhancements to our products and resources throughout the first six months of 2022. Join Client Trainer Eric Camacho to get an in-depth review of the most important changes in Smokeball and how your firm can benefit from them.

Essential Tips and Tricks for Document Automation

If you’ve already got the basics of automation then join Smokeball Trainer Roy for some essential tips and tricks to make your life easier. We’ve collected some of the most important, but often missed, tips and tricks from our teams.

How to Clean Up Those Contacts!

Sara Sultan, Senior Trainer will walk you through the process of cleaning up those contacts! Learn how to efficiently clean up your contacts, how it will affect your data, and what to look out for when using these methods.

Activity Tracking Deep Dive for Smokeball Prosper Users

Learn all about how activity tracking is triggered, paused, and best practices for the most accurate email time tracking with Senior Trainer Sara Sultan.

New Firm Address, New Firm Name, No Problem!

Join Senior Trainer Zac Meyer as he walks you through changing your firms name and address in Smokeball Desktop and Billing.

Smokeball Integrations: Family Law Software

Join Client Trainer Emily Prazak as she walks you through SB’s popular Family Law Software integration. Learn how the integration can help your firm, and help you bill better.

Permissions: Who’s In & Who’s Out?

Join Client Trainer Lizzy Torres as she walks you through setting up permissions within matters, access to Smokeball Billing, and how to disable access to Smokeball in general. Learn what information each of your firm members has access to and how to restrict need to know information.

It’s Electric – Signatures!

Join Client Trainer Lizzy Torres to explore different options for inserting your signature into your Smokeball letterheads and documents.

Smokeball Integrations: LawToolBox

LawToolBox helps you keep pace with court rule-based deadlines. Join Client Trainer Eric Camacho to learn how you can use the integration to apply rule sets as all-day calendar events or added tasks.

Smokeball Integrations: Settify

Lead intake is a vital part of any family law case. Settify is a comprehensive family law intake and lead generation tool that helps firms capture information from prospective clients and create a clear overview of the case, including a concise timeline of events and balance sheet of assets. Join us for this 30-minute training where Smokeball Senior Trainer Sara Sultan will demo how Settify allows you to send an intake form to your client to complete and then use that information to seamlessly create a matter in Smokeball. Settify is currently available for Illinois family firms only.

Holiday Mailers with Smokeball!

It’s starting to get a little more festive and that means it’s time to offer some cheer to your clients! Join Smokeball Client Trainer, Roy Clifton, as he demonstrates how to use Smokeball to help create mailing labels, letters, and emails with your Smokeball contacts!

Rolling Out Your Rate Changes Without a Hitch

Is your firm planning to change attorney and/or staff rates? Join our billing trainer, Maureen, as she walks you through how to implement those changes in Smokeball so you can avoid common pitfalls and ensure your planned rate changes get rolled out without a hitch.

Master Your Balance Sheet

Join Client Trainer Emily Prazak as she reviews the reports you’ll need to close out your financial year.

New Smokeball Features & Enhancements: January 2023

We have released several noteworthy enhancements to our products and resources throughout the last six months of 2022. Join Sr. Client Trainer Sara Sultan to get an in-depth review of the most important changes in Smokeball and how your firm can benefit from them.

Balancing Act: Bringing Balances Into Smokeball Billing

New to Smokeball Billing and wondering where to start? Join our legal billing trainer, Maureen Usher, as she walks you through how to bring existing client funds and outstanding balances into Smokeball Billing from your previous billing system and the best practices to help you get started on the right foot.

Curcio Law Offices

There’s no question that having Smokeball is absolutely a catalyst to being able to achieve our goals. It’s making life pretty much as easy as possible.

Tacoma Injury Law Group

With Smokeball, personal injury firm accomplishes critical tasks in minutes — not days.

Williams & Williams Attorneys at Law

With Smokeball, Williams & Williams moves its case management into the future.

Sarkisian Sarkisian & Associates

With Smokeball, Sarkisian Sarkisian stays connected — from anywhere.

Texas Trial Lawyers

Smokeball supported Texas Trial Lawyers’ rapid growth from 10 to 400 active matters in just five years.

Tracey Wood + Associates

With Smokeball, Tracey Wood + Associates increased their case load by 20%.

Klose and Associates

A solo practitioner excels with Smokeball as an integral part of his firm.

Dodd and Wambold

Dodd + Wambold transforms from manual to automated, seeing 70% time-savings on billing alone.

Law Office of Kenneth Stevan Bürgi

A veteran practitioner takes his firm to the next level with Smokeball, streamlining his systems + increasing billables.

Steinberg & Associates

Smokeball makes Steinberg & Associates more efficient and productive in their practice.

Pillsbury Law Firm

Smokeball is life-changing for Pillsbury Law Firm paralegal Tiffany Davenport.

Nick Davis Law Firm

Nick Davis Law Firm sees productivity soar thanks to Smokeball.

Berg and Berg Law Firm

Smokeball gives Berg & Berg time to focus on their most important asset: their clients.

Coogan Gallagher Law Firm

Coogan Gallagher founding partner Jim Coogan gets 2.5 more days out of his week with Smokeball.

John Zachara

When attorney John Zachara began to realize that his firm’s antiquated filing system was getting in the way of client service, he turned to Smokeball. His practice experienced one of its best years to date after signing on with Smokeball, John has been able to dramatically improve turnaround time and client service as a result of the change.

Strohschein Law Group

As the Strohschein Law Group continued to scale, owner Linda Strohschein began her search for a practice management software that would help her growing staff stay organized. She was hesitant to make an investment as many of her colleagues had told her horror stories about their case management tools. But then she found Smokeball, and it seemed to fit her practice’s needs perfectly. Linda wasn’t disappointed. Since implementation, Smokeball has helped the Strohschein Law Group provide better client service and advance their practice into the next generation.

Stecklein & Rapp

Finding a the right case management solution to manage a growing client base can be tricky. Kansas City firm Stecklein & Rapp turned to Smokeball to put “paperless to the test” and have since completely revolutionized the way they practice law. As a Consumer Credit Law firm, they were able to see take on more cases and see profits skyrocket since implementing Smokeball, the Case Management Software in their small law firm in Kansas.

Reagan, Melton & Delaney, L.L.P.

Finding the right practice management solution can be tricky. After trying a few case management systems, Reagan, Melton & Delaney, L.L.P., turned to Smokeball for truly seamless document automation, document management, and email management.

Boyd & Kummer

When small law firm attorneys Juliet Boyd and Scott Kummer first began searching for a better way to manage their small law firm, they were both hesitant about trying new software. But after learning how Smokeball seamlessly integrates with programs they already use on a daily basis and saves them countless hours on their regular tasks, they decided to give it a try.

Tharp & Associates

After choosing to start his own real estate law practice, Brian Tharp of Tharp & Associates, Ltd. began searching for a way to run his firm efficiently, without hiring more employees. With help from Smokeball, Brian was able to shorten response time for clients, prepare documents faster and run real estate closings flawlessly. Today, Brian has the freedom to manage his firm the way he wants, all while bringing in new clients and growing his business.

Marker & Crannell

Finding the right practice management solution for a growing company can be tricky. Jason Marker, Esq., and Jonathan Crannell, Esq., attorneys at Marker & Crannell, knew they needed a case management tool that supported them in providing high-quality service to their clients. Smokeball helped them improve their clients’ experiences by delivering quicker results and more customized treatment.

The Law Offices of Lora Matthews Fausett

The Law Offices of Lora Matthews Fausett represents clients throughout the greater Chicago metropolitan area in the areas of real estate, civil litigation, estate planning, social security disability law, and business consulting. Recently, the firm has experienced enormous growth, driven largely by word of mouth and the implementation of more effective systems and processes. Wanting to focus on growth, Lora Fausett was seeking a solution to help her expand and overcome organizational challenges.

Watson LLP

Coleman Watson was working long hours at a large firm for years when he realized it wasn’t a good fit for him to work endless hours with almost no personal time. He was certain it was time to start his own litigation and intellectual property law firm.

Cottonwood Law Group, LC

Joshua Boehm wanted to streamline his processes in his office in order to pick up where someone left off. He found Smokeball’s powerful Microsoft Word and Outlook integration made it possible for his law firm to collaborate. With the automatic time tracking feature, it helped Josh find missing activities that he wasn’t tracking. Josh was able to capture 30% more of his activities due to Smokeball’s automatic time tracking.

Letisha Luecking Orlet, PC

Letisha started out using legal practice management software first with Clio and then MyCase, but found that their document automation was complex and just not what it should be. She heard about Smokeball from other attorneys and as the saying goes, third times a charm.