# Smokeball firms: less retyping between intake, matters and billing.

## 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.

*A judge in robes writing on a document at a desk in an office library with law books*

Photo: [KATRIN BOLOVTSOVA on Pexels](https://www.pexels.com/photo/a-woman-sitting-at-the-table-6077296/)

- 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 automation](https://pushbuild.com/services/workflow-automation.html)

### Matter status notes

A short client update when a matter moves stage, drafted for staff to approve.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Deadline digest

A morning email of filing and court dates for the next two weeks, per attorney.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Invoice follow-ups

Polite reminders on overdue invoices at intervals you set, with a stop when paid.

[QuickBooks, Xero and HubSpot integrations](https://pushbuild.com/services/accounting-crm-integrations.html)

### Quiet matter report

A weekly list of open matters with no activity in a set number of days.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

**What we connect it to:** [Outlook](https://pushbuild.com/tools/outlook.html), [Gmail](https://pushbuild.com/tools/gmail.html), [QuickBooks](https://pushbuild.com/tools/quickbooks.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [DocuSign](https://pushbuild.com/tools/docusign.html), [Calendly](https://pushbuild.com/tools/calendly.html).

**Industries that use it:** [Law firms](https://pushbuild.com/for/law-firms.html).

## 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 form

Example project

### Client updates

Example: an estate planning practice emails clients when a document is ready to sign.

Smokeball, Outlook, DocuSign

Example project

### Overdue invoice reminders

Example: a solo practice sends a reminder at 15 and 30 days past due, stopping when payment posts.

Smokeball, QuickBooks

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## 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.

## Related

[**Clio**Connect Clio to intake forms, email, calendars, e-signature and your accounting tools so matters open themselves and nothing gets retyped..](https://pushbuild.com/tools/clio.html)[**MyCase**Connect MyCase to intake, email, calendars and billing tools so cases open cleanly, clients get updates and invoices get paid..](https://pushbuild.com/tools/mycase.html)[**PracticePanther**Intake, matter setup, document folders, reminders and reporting for PracticePanther firms, connected to the tools your firm already uses..](https://pushbuild.com/tools/practicepanther.html)

## 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.

[hello@pushbuild.com](mailto:hello@pushbuild.com?subject=Smokeball%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/smokeball.html