Smokeball

Record and categorize expenses with automatic reconciliation and client billing options.

Manage client trust accounts with compliance reporting and reconciliation tools.

Add, remove, and manage team members with role-based permissions.

Dashboard with key performance indicators and practice metrics for business insights.

Create automated workflows to standardize processes and reduce manual data entry.

Create and send invoices automatically based on tracked time and expenses.

Customizable invoice templates with firm branding and configurable line items.

Maintain detailed client and contact information with relationship tracking.

Centralized platform to organize case details, deadlines, and matter information.

Track matter lifecycle from intake to closure with customizable status workflows.

Attach notes and comments to matters for team collaboration and record keeping.

Secure portal for clients to access case status, documents, and communicate with their attorney.

Integrated email system with automatic matter linking and archive functionality.

Complete audit logs tracking all user actions and data modifications for compliance.

Automated conflict of interest checking against client and matter databases.

Create custom fields for matters, clients, and contacts to match firm-specific workflows.

Import multiple matters from external sources with data mapping and validation.

Export matter data, financial reports, and documents in multiple formats.

Internal wiki and knowledge management system for firm procedures and resources.

Automatically generate legal documents with smart templates and conditional clauses.

Library of pre-built legal document templates with conditional logic and smart fields.

Organize, search, and retrieve case documents with version control and secure storage.

RESTful API and webhook support for custom integrations and third-party connections.

Native iOS and Android apps for time tracking, task management, and document access on the go.

Customizable email alerts for deadlines, task assignments, and matter events.

Perform bulk actions on multiple matters, tasks, or contacts simultaneously.

Automated deadline tracking and calendar management with email reminders.

Create, assign, and track tasks with priority levels and completion status.

Generate compliance and regulatory reports for billing hour requirements and trust accounting.

Generate comprehensive financial reports including revenue, expenses, and profitability metrics.

Full-text search across all documents, emails, and matter data with multiple filters.

Automated daily backups with disaster recovery and point-in-time restoration options.

End-to-end encryption for all data at rest and in transit with compliance certifications.

Set permissions and restrict access based on user roles within the firm.

Enhanced security with optional two-factor authentication for user accounts.

Pre-configured matter setups with automated workflows for specific practice areas.

Pre-built matter templates for common practice areas to accelerate new case setup.

Set up recurring time entries for routine billable activities.

Pre-defined time entry templates for common tasks to speed up billing entry.

Track billable hours across multiple matters with automatic timer and manual entry options.