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TASK MANAGEMENT AND WORKFLOW SOFTWARE

Automate Every Aspect of Your Law Firm

Manage your entire firm’s tasks, reminders and document workflows with one system. Save time, reduce errors and streamline your business.

Tasks

  • Never miss a To-Do!
  • Assign to anyone in the office
  • Critical info emailed daily
  • Set reminders for staff

Workflows

  • Streamline processes
  • Automatically get tasks out
  • Never miss a deadline
  • Uniformity in the office

Efficiency & Collaboration

  • Attach docs directly to tasks
  • Attach emails
  • Attach templates
  • View tasks for all employees

Smokeball legal practice management software makes it simple for you and your staff to stay on top of tasks and critical dates, so you never miss a deadline. Easily prioritise tasks at a glance, with the ability to quickly see what tasks are due for completion aside your calendar. This critical information is also emailed to you every day via a daily digest and can be accessed through your law firm mobile app.

​You can delegate work by assigning tasks like MS forms automation or checking in on this month’s law firm KPI dashboard, and view your staff’s tasks so there is no panic if someone is suddenly away. This makes team collaboration extremely easy.

Smokeball's tasks and workflow feature helps you work smarter, not harder and gives you the tools necessary to escape the list tornado before you get swept away. ​

Stay on top of everything with law firm task management software

Smokeball categorises your “to do” list for every matter. Assign Tasks to yourself or other staff members. Include reminders and documents directly from the file and then transfer the document or email to others directly on the task. Set the next task on each matter as it's 'Next Step' to know where every single matter in your business stands.

​Smokeball's task and workflows help you stay on top of important dates by arranging recurring to-do items into an automated sequence of tasks. To create a new task, simply click the ‘Task’ button on the action bar in Smokeball. Each task can then be broken down into subtasks to create simple to-do lists, and Smokeball users can also assign tasks to other members of their teams. When creating a new task, pass along information to your colleagues or simply remind yourself of the important details you and your co-workers need to complete the task.​​

Use a task management system for complex workflows and never let your team forget about their top priorities

​With Smokeball’s Workflows, sets of Tasks are available to apply across your practice. Let Smokeball’s Workflows hand the correct Task, with documents included, to the correct person at the right time. Set Tasks against each other within the Workflows so that Tasks appear only when prescriptive Tasks have been completed.

From family law to estate planning, If you find yourself having to fulfil the same tasks day after day, the Workflow feature can be a major time saver. Workflows arrange your recurring to-do items into automated sequences of tasks, allowing you to stay organised no matter how much you have on your plate. Workflows can easily be applied to new and existing matters, and they can also be managed directly from the task area. With Smokeball Workflow, you’ll save valuable time, improve project consistency and create efficiencies in your business.

Daily Digest updates to manage your day

Do you have one place where you can see every task for the day? Are you constantly searching through notebooks, post-its, files and your emails? Those days are gone.With Smokeball's daily digest email feature, you will receive an email every morning covering all the upcoming tasks and events due that day. ​Our clients love to check this email via their phone on their way to work.

Your entire firm. One seamless platform.

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.