Written by:

Jane Oxley

Smokeball Organization Features You’ll Love

March 10, 2015

Implementing Smokeball at your small law firm is just the first step you can take towards having a more organized and productive office. Once you’re there, Smokeball has a host of features to make your day-to-day operations easier and more streamlined than ever before.

Here are a few of our client’s favorite organizational tools:

Quick Notes. Does your client prefer being contacted via phone or email? Do they often return messages within a short window of time? Easily share these nuances and other helpful bits of information with your legal staff in the home screen of each matter with Smokeball’s quick notes feature. This tool helps anyone working on that specific matter have a better understanding case-specific details and client preferences. Quick notes means less questions for you and more organization when you’re away from the office!

Matter Tagging. Need to quickly reference a case you worked on last year but can’t recall the client’s name? Forget searching through multiple case files by hand, Smokeball’s matter tagging feature allows you to categorize matters by searchable keywords. With a few clicks of your mouse, you’ll be able to access your past case files without making a mess of your firm’s filing cabinets.

Auto-sorted Contacts. As you use Smokeball, every contact included in your matters is saved to a list. Soon enough, you’ll have a database of contact information from every court, attorney and client you’ve ever worked with. It’s time to toss out your rolodex!

Default Checklists. Use the same to-do list for each new matter you work on? Whether it’s a simple list of items to collect from a client, or a series of tasks for the entire team, Smokeball can add a checklist you create to every new matter. You can even set up different checklists for different matter types. Allowing staff to keep track of what’s been finished, and tackle what’s left to get done.

If you are curious about Smokeball’s organizational tools, and the customization available for a law firm like yours, we’re here to chat whenever you’re ready!

 


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