Smokeball automation at a glance
| Does Smokeball have an API? | Yes. It has a REST API and webhooks. Firms request access through their Smokeball account manager. |
|---|---|
| Connects with | Outlook, Gmail, QuickBooks, Google Sheets, DocuSign, Calendly |
| Used by | Law firms |
| What we build | Web intake into matters; Matter status notes; Deadline digest; Invoice follow-ups; Quiet matter report |
Sound familiar?
What law firms on Smokeball tell us before a project starts.
- Intake details get typed from the web form into Smokeball by hand.
- Clients call to ask what is happening on their matter.
- Someone checks a calendar every morning for filing deadlines.
- Unpaid invoices only get chased when the partner remembers.
- We cannot see at a glance which matters have gone quiet.
What we build
Each one is a working piece you can open and check when it's done.
Web intake into matters
An intake form that creates the contact and matter in Smokeball with the details filled in.
n8n, Make and Zapier automationMatter status notes
A short client update when a matter moves stage, drafted for staff to approve.
n8n, Make and Zapier automationDeadline digest
A morning email of filing and court dates for the next two weeks, per attorney.
n8n, Make and Zapier automationInvoice follow-ups
Polite reminders on overdue invoices at intervals you set, with a stop when paid.
QuickBooks, Xero and HubSpot integrationsQuiet matter report
A weekly list of open matters with no activity in a set number of days.
Dashboards and reportingWhat we connect it to: Outlook, Gmail, QuickBooks, Google Sheets, DocuSign, Calendly.
Industries that use it: Law firms.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Intake to matter
Example: a three-attorney family law firm creates matters straight from its website intake form.
Smokeball, web formExample project
Client updates
Example: an estate planning practice emails clients when a document is ready to sign.
Smokeball, Outlook, DocuSignExample project
Overdue invoice reminders
Example: a solo practice sends a reminder at 15 and 30 days past due, stopping when payment posts.
Smokeball, QuickBooksNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Smokeball have an API?
Yes. It has a REST API and webhooks. Firms request access through their Smokeball account manager.
Will client data leave Smokeball?
Only what a given step needs, into tools you already use. We list each piece before work starts.
Can you automate document drafting?
We can fill templates from matter data. Attorneys still review everything before it goes out.
Do we need to change how we work in Smokeball?
No. Your team keeps working there. We connect the steps around it.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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