The V2 integration has been implemented for 'Family' Leads in Smokeball.
(Note - 'Family Mediation' Leads are not yet supported.)
If you are a firm that uses these Smokeball 'Family' Leads, you can:
- Embed the FP Questionnaire into your website. If any prospective clients submit a Questionnaire, this will automatically create a Lead in Smokeball for you.
- Send the questionnaire from the new lead window or from the Intake tab when the lead is open.
- Select from a range of FamilyProperty intake forms depending on the type of lead e.g. Property &/or Children
- Start completing the questionnaire on the client's behalf from the lead Intake tab
- If required, you can further customise the sections to send to a client
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View the status of the form and send a reminder from the Intake tab
- Access the FamilyProperty tabs from within the Lead.
- Auto save documents generated in FamilyProperty to your Smokeball Lead.
- Sync documents between FamilyProperty and Smokeball.
New Lead Window
Intake Form and Property & Parenting tabs:
Click on the Intake tab, where the FamilyProperty Questionnaire is available as the Intake Enquiry form and can be sent directly to the client. Choose from different versions of the questionnaire as needed.
The Parenting and Property tabs give you access to FamilyProperty's interactive balance sheets, parenting calendar as well as a range of Documents and Courts Forms via the Smart Forms button.