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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.

Matter Management Software
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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

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

What are legal forms and precedents in Smokeball?

Legal forms and precedents in Smokeball are professionally crafted or firm-created documents that can be automated to autofill with your matter data. This ensures your legal forms, letters, and agreements are accurate, consistent, and ready in seconds.

Does Smokeball help automate my own firm's precedents?

Yes. When you join Smokeball, we’ll automate 10 of your own precedents for free as part of onboarding. Our trainers will also provide guided precedent automation training so you can continue creating your own templates.

How does precedent automation in Smokeball save time and reduce errors?

Precedent automation eliminates the need for manual data entry and reduces repetitive copying and pasting. Your templates pull information directly from your Smokeball matter, cutting drafting time by up to 87% while ensuring accuracy and compliance.
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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