Smokeball Integration

Getting Started

• Introduction to the FamilyProperty & Smokeball integration
• What information syncs between FamilyProperty and Smokeball
• Connecting an existing FamilyProperty Matter to Smokeball

Admin & Settings

• FamilyProperty Account & User Settings
• FamilyProperty - Editing Firm Name, Logo and Details
• Control who can access the Smokeball integration

Leads & Matters

• Features available for 'Family' Leads in Smokeball
• Features available for 'Lawyer' and 'Mediation' Matters in Smokeball

Questionnaire

• Embedding the Questionnaire into your Website
• Sending the FamilyProperty Questionnaire through Smokeball
• Starting or completing the Questionnaire on behalf of your client
• Opening, Resending and Completing the Questionnaire in Smokeball
• Download the Questionnaire Report
• FAQ. Can I customise the FamilyProperty Questionnaire?

Property & Parenting tabs

• NEW Joint Balance Sheet for Lawyers
• Accessing the Balance Sheet & Parenting Arrangements/Calendar in Smokeball
• Opening multiple Versions of the Balance Sheet in Smokeball

Documents & Disclosure

• Financial Statement and Part N
• Application for Consent Orders
• Accessing attachments for a Matter via the Smokeball integration
• Generating FamilyProperty forms and documents in Smokeball
• Upload documents stored in a Smokeball Matter over to FamilyProperty
• Uploading documents in the Disclosure Portal into the Smokeball Matter