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Law Firm Client Intake

User-friendly online legal forms for smooth client intake

Legal intake forms with automated data capture to streamline client intake, convert more leads and move matters forward.

Automate Data Capture

Data collected from online legal intake forms is instantly stored in Smokeball, reducing errors and manual data entry.

Convert More Leads

Stay on top of new enquiries with alerts and real time reporting - helping you respond faster and secure more clients.

Access a Library of Legal Intake Forms

Leverage a collection of digital intake forms tailored to different practice areas and jurisdictions.

Capture and convert more leads with digital intake forms

Smokeball’s legal client intake forms help you respond faster to prospects - so you never miss an opportunity.

  • Embed legal intake forms on your firm's website.
  • Share intake forms via QR code.
  • Receive instant alerts when a new lead is captured.
  • Track leads and convert them into matters in a single click.

Access ready-to-use legal client intake forms

Browse a library of matter intake forms that you can use as-is or modify to suit your firm’s needs.

  • Pre-built forms for different practice areas and jurisdictions.
  • Send intake forms securely via client portal, web link, or email.
  • Track form completion progress in real time.

Build custom intake forms in minutes

Create intake forms effortlessly in three ways:

  • Auto-generate with AI - Select the matter type and jurisdiction, and let Smokeball AI create your form.
  • Upload an existing form and Smokeball AI will convert it into a sleek online legal intake form.
  • Manually design your form with our intuitive drag-and-drop interface.

Autofill for faster, more accurate intake

Let clients securely upload documents to auto-populate online legal forms with AI-powered precision.

Send pre-filled digital intake forms so you don’t ask for the same information twice.

Simplify operations with intake forms

Smokeball’s legal software helps law firms automate key tasks and improve efficiency.

Enable clients to schedule appointments that sync with your calendar

Your entire firm. One seamless platform.

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Smokeball Payments

FAQs about Smokeball Payments

What is Smokball Payments?

Smokeball Payments is Legal Payment Software that allows your firm to securely accept online credit, debit payments directly from invoices, intake forms, your client portal, or a secure link. It’s designed for law firms and fully integrated into your Smokeball workflow.

How does online payments benefit my law firm?

Smokeball Payments helps your firm get paid faster and spend less time chasing invoices. It reduces admin, simplifies reconciliation, and gives clients more convenient ways to pay—leading to smoother billing and improved cash flow.

How much does Smokeball Payments cost?

There are no monthly fees for Smokeball Payments. You simply pay a transaction percentage and a small per-transaction fee. See full pricing details here.

What payment methods can clients use?

Clients can pay using credit or debit cards from Visa, Mastercard, or American Express. Payments can be made through digital invoices, online intake forms, QR codes on printed invoices, or directly via the client portal.

Can I collect client account payments?

Yes. Payments enables you to collect payments to your client account.

Who processes the payments?

Payments are securely processed by FeeWise, our trusted legal payments partner. Your client’s data is encrypted and handled in accordance with PCI DSS standards.

What information is required to set up payments in Smokeball?

To apply, you must be an authorised principal who owns 25% or more of the firm. You’ll need to provide basic firm and identification details, along with your nominated operating and/or trust account details.

Is Smokeball Payments PCI compliant?

Yes. Payments are securely processed through FeeWise, a PCI DSS–compliant provider. Your client’s card details are encrypted and never stored in Smokeball, ensuring a secure experience for both your firm and your clients.

Where is Smokeball Payments available and who has access to this feature?

Smokeball Payments is currently available to firms in Australia, the United Kingdom, and the United States. It’s available to firms using eligible Smokeball plans. Access to apply is limited to principals who own at least 25% of the firm.

FAQs about Smokeball Payments

What is Smokball Payments?

Smokeball Payments is Legal Payment Software that allows your firm to securely accept online credit, debit payments directly from invoices, intake forms, your client portal, or a secure link. It’s designed for law firms and fully integrated into your Smokeball workflow.

How does online payments benefit my law firm?

Smokeball Payments helps your firm get paid faster and spend less time chasing invoices. It reduces admin, simplifies reconciliation, and gives clients more convenient ways to pay—leading to smoother billing and improved cash flow.

How much does Smokeball Payments cost?

There are no monthly fees for Smokeball Payments. You simply pay a transaction percentage and a small per-transaction fee. See full pricing details here.

What payment methods can clients use?

Clients can pay using credit or debit cards from Visa, Mastercard, or American Express. Payments can be made through digital invoices, online intake forms, QR codes on printed invoices, or directly via the client portal.

Can I collect client account payments?

Yes. Payments enables you to collect payments to your client account.

Who processes the payments?

Payments are securely processed by FeeWise, our trusted legal payments partner. Your client’s data is encrypted and handled in accordance with PCI DSS standards.

What information is required to set up payments in Smokeball?

To apply, you must be an authorised principal who owns 25% or more of the firm. You’ll need to provide basic firm and identification details, along with your nominated operating and/or trust account details.

Is Smokeball Payments PCI compliant?

Yes. Payments are securely processed through FeeWise, a PCI DSS–compliant provider. Your client’s card details are encrypted and never stored in Smokeball, ensuring a secure experience for both your firm and your clients.

Where is Smokeball Payments available and who has access to this feature?

Smokeball Payments is currently available to firms in Australia, the United Kingdom, and the United States. It’s available to firms using eligible Smokeball plans. Access to apply is limited to principals who own at least 25% of the firm.

FAQs about Smokeball Payments

Can I link my Smokeball calendar with Microsoft Outlook?

Yes. Smokeball offers two-way calendar sync with Microsoft Outlook, so events created or updated in either system stay in sync automatically.

Can I create matter-specific events in Smokeball?

Absolutely. You can create calendar events that are linked to specific matters, giving you clear visibility over court dates, appointments, and deadlines for each case.

Can I share calendar events with clients?

Yes. With Smokeball’s Client Portal (available on Boost, Grow, and Prosper), you can securely share calendar events with clients and third parties, who can then add them to their own calendars.

Can new clients book appointments through Smokeball?

Yes. Using Smokeball’s Intake Forms, clients and prospects can book available time directly in your calendar.

Can I set calendar reminders to myself or others in my firm?

Yes. Smokeball allows you to create smart reminders for any event and assign them to yourself or other staff, helping your team stay on top of important dates.

FAQs about Smokeball Payments

How does Smokeball integrate with Microsoft Outlook for email management?

Smokeball integrates directly with Microsoft Outlook to let you file emails and attachments into the correct matter without leaving your inbox. This creates a single source of truth for all client communication, keeping every email and attachment organised, accessible, and linked to the right matter.

Which version of Outlook works best with Smokeball email management?

Smokeball Prosper works best with Classic Outlook, offering the most powerful email management features, including AutoTime for automatic time tracking.

Can Smokeball automatically track the time I spend on emails?

Yes. With AutoTime, Smokeball automatically tracks the time you spend reading, drafting, and forwarding matter-related emails in Classic Outlook. This ensures you capture all billable time without manual entry.

How can I search for old emails and attachments in Smokeball?

Smokeball creates a fully searchable log of all matter-related emails and attachments. You can quickly find any email or file by searching within the matter, even if it’s from years ago, so your team can pick up conversations without missing context.

Can my team see all matter-related emails in Smokeball?

Yes. Smokeball provides full team visibility for all emails linked to a matter, so everyone working on the case can access the complete conversation history and attachments without forwarding.
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© 2023 Smokeball UK Ltd. Company Number 14599837. All Rights Reserved.
Terms of Service | Website Terms of Use | Privacy Policy | Sitemap | Contact us

Smokeball legal practice management software
Legal Software
Areas of Law
Resources
Support
About Us
© 2022 Smokeball Pty Ltd. ABN 37 133 794 117. All Rights Reserved.
Terms of Service | Website Terms of Use | Privacy Policy | Sitemap | Contact us
Smokeball Legal Practice Management Software Youtube Link Logo
Smokeball legal practice management software
Legal Software
Areas of Law
Resources
Support
About Us
© 2022 Smokeball Pty Ltd. ABN 37 133 794 117. All Rights Reserved.
Terms of Service | Website Terms of Use | Privacy Policy | Sitemap | Contact us
Smokeball Legal Practice Management Software Youtube Link Logo