Smokeball Integration

Getting Started

• Introduction to the FamilyProperty & Smokeball integration
• Enabling the FamilyProperty Smokeball integration
• My admin has not given me access to FamilyProperty in Smokeball
• Connecting an existing FamilyProperty Matter to Smokeball

Admin & Settings

• 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
• What information syncs between FamilyProperty and Smokeball
• Matters created via the ‘Create a matter’ button in FamilyProperty do not sync to Smokeball

Questionnaire

• Sending the Questionnaire via Smokeball
• Starting or completing the Questionnaire on behalf of your client
• Resending or opening the Questionnaire in Smokeball
• Download the Questionnaire Report

Property & Parenting tabs

• Accessing the Balance Sheet & Parenting Arrangements/Calendar in Smokeball
• Opening multiple Versions of the Balance Sheet in Smokeball
• 'Cannot connect to FamilyProperty' error message when using the Smokeball integration

Documents & Disclosure

• 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