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New year, new ways to streamline your practice! To kick off 2025, we’ve rolled out major enhancements designed to help you work smarter, reduce admin time, and improve collaboration. Here’s what’s new in Smokeball this month.
Intake: Capture information for multiple parties
Region: US, UK, AU
What’s new?
Smokeball’s intake forms now allow you to collect and store information from multiple parties without the risk of data being overwritten.
Why it matters?
Previously, when an intake form was shared with a second party, critical client details could be lost or replaced. This update ensures you can accurately collect, manage, and store data from multiple parties, minimising errors and improving efficiency.
Pro tip: Configure multiple parties to fill out the same intake form seamlessly and keep their details separate with our improved intake system. Configure multiple parties to fill out the same intake form.
New and improved client portal
Region: US, UK, AU
What’s new?
We’ve given Smokeball’s client portal a major upgrade, making it more user-friendly and secure for your clients. They now have a single, streamlined hub to track tasks, actions, and billing—all in one place.
Why it matters?
With a centralised, intuitive client portal, your clients can easily access everything related to their matter, including:
- To-Do lists
- Upcoming events
- Secure messaging
- Document sharing
- Billing and payments
This means fewer follow-ups, less confusion, and a more seamless experience for both you and your clients. Learn more about the new client portal.
Stay ahead with Smokeball
Want the full breakdown of these updates? Read the complete update on our community platform.
For step-by-step set-up guides and in-depth details, visit the Smokeball Community to explore all the latest enhancements.
Here’s to a more productive and successful year ahead!
