How to Automate Smokeball for Your Law Firm
Explore practical Smokeball automation opportunities across intake, matter setup, documents, follow-up, tasks and AI-assisted workflows.
Smokeball is built around legal matters, documents and workflows. The remaining opportunity is connecting the work around it.
1. Automate New Client Intake
Intake → processing → matter → tasks → notification.
2. Automate Matter Setup
Matter type → workflow → tasks → ownership → next step.
3. Automate Document Workflows
Document received → task updated → next step; document missing → reminder.
4. Automate Client Follow-Up
Use defined workflow conditions to trigger reminders and escalations.
5. Automate Internal Tasks
Turn repeatable processes into standard workflows rather than memory-based checklists.
6. Use AI Where Information Isn’t Structured
AI can interpret free text and route it into predefined actions; rules remain the execution layer.
7. Estate Planning Workflow
New enquiry → intake → information → documents → Smokeball matter → tasks → consultation → follow-up.
8. Connect Smokeball to Other Tools
Look at email, documents, calendars, intake, AI and communications as one connected process.
When Should You Build Custom Automation?
Use native features first. Build custom work when the process is unique, multi-system or requires AI interpretation.
Conclusion
Do not ask what features you are not using. Ask what work your people still do manually.