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Client Webinar Series

Smokeball Built for PI Webinar Series

A Complimentary CLE Webinar Series

Manual PI workflows quietly drive up the cost of every case through staff hours spent chasing records, drafting demands, rebuilding chronologies, and correcting avoidable errors. The longer cases take to move, the more they cost your firm.

The Smokeball Built for PI Series shows how PI-specific integrations turn small transactional steps into meaningful operational gains. By reducing friction and automating key steps, firms can lower administrative costs, move cases faster, and handle more volume without adding headcount.

Secure your spot

Join this webinar series and:

Gain Expert Insights

Learn from industry experts and unlock the full potential of today's automation tools

Equip Yourself
with Automation Processes

Learn how to seamlessly integrate automation into your law firm

Witness Real-World Transformations

Get inspired from real Texas law firms that have utilized the power of automation

Ignite Efficiency
& Profitability

Discover the seamless integration between Smokeball & TXdocs – a transformative duo for your firm

Session 1
Modern Medical Retrieval with YoCierge

  • January 15, 2:00-2:45 PM CT

Limit delays early in the case and create predictable timelines for case preparation. Learn how YoCierge helps firms retrieve record faster, avoid surprise costs, and eliminate administrative friction.

Matt Pickens
Midwest Sales Director at YoCierge
Sara Sultan
Senior Client Trainer, Smokeball

Session 2
AI-Powered Medical Chronologies & Demands with Novo

  • January 21, 2:00-2:45 PM CT

Gain stronger, more consistent demands while reducing the time spent reviewing records and building case narratives. Watch how Novo, available within Archie apps, transforms medical records and invoices in Smokeball into structured chronologies and evidence-backed demand drafts.

Sam Lombardo
Founding Account Executive, Novo

Session 3
AI-Powered Legal Summaries & Depositions with CaseMark

  • January 29, 2:00-2:45 PM CT

Prepare faster and stay focused on strategy instead of document review. Discover how CaseMark helps PI teams quickly generate deposition summaries, medical chronologies, and case overviews.

Peter Roberts
VP of Customer Success at CaseMark
Sara Sultan
Senior Client Trainer, Smokeball

Session 4
Streamlined Filling & Service with InfoTrack

  • February 5, 2:00-2:45 PM CT

Streamline court filing service of process with visibility into every step taken on a matter.
InfoTrack will address key operational needs in PI practice and show how to leverage cutting edge tools within Smokeball matters.

Marcus Niro
Process Serving Expert & Former Paralegal, InfoTrack
Emily Prazak
Client Trainer, Smokeball