Manage your entire firm’s tasks, reminders and document workflows with Smokeball
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Tasks
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Workflows
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Efficiency & Collaboration
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We make it simple for you and your staff to stay on top of tasks and critical dates so you never miss a deadline. Easily prioritise tasks at a glance, with the ability to quickly see what tasks are due for completion aside your calendar. This critical information is also emailed to you every day.
You can delegate work by assigning tasks to other staff, and view your staff’s tasks so there is no panic if someone is suddenly away. This makes team collaboration extremely easy. The Tasks and Workflow feature helps you work smarter, not harder, and gives you the tools necessary to escape the list tornado before you get swept away. |
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Stay on top of everything that needs to be done with Tasks and Workflows
Smokeball categorises your “to do” list for every matter. Assign Tasks to yourself or other staff members. Include reminders and documents directly from the file and then transfer the document or email to others directly on the Task.
Set the next Task on each matter as it's 'Next Step' to know where every single matter in your business stands. Smokeball's Tasks and Workflow page helps you stay on top of important dates by arranging recurring to-do items into an automated sequence of tasks. To create a new task, simply click the ‘Task’ button on the action bar in Smokeball. Each task can then be broken down into subtasks to create simple to-do lists, and Smokeball users can also assign tasks to other members of their teams. When creating a new task, pass along information to your colleagues or simply remind yourself of the important details you and your co-workers need to complete the task. |
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Automate complex workflows and never let your team forget about their top priorities
With Smokeball’s Workflows, sets of Tasks are available to apply across your practice. Let Smokeball’s Workflows hand the correct Task, with documents included, to the correct person at the right time. Set Tasks against each other within the Workflows so that Tasks appear only when prescriptive Tasks have been completed.
If you find yourself having to fulfil the same tasks day after day, the Workflow feature can be a major time saver. Workflows arrange your recurring to-do items into automated sequences of tasks, allowing you to stay organised no matter how much you have on your plate. Workflows can easily be applied to new and existing matters, and they can also be managed directly from the task area. With Smokeball Workflow, you’ll save valuable time, improve project consistency and create efficiencies in your business. |
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Daily Digest updates
Do you have one place where you can see every task for the day? Are you constantly searching through notebooks, post-its, files and your emails? Those days are gone.
With Smokeball's Daily Digest feature, you will receive an email every morning covering all the upcoming tasks and events due that day. Our clients love to check this email via their phone on their way to work. |
See what our clients have to say
"I have found Smokeball’s workflow feature to be a major timesaver in our office. Workflows arrange our to-do items into automated sequences of tasks. This keeps us all organised no matter how busy we are. When using the workflow feature I can assure that you’ll save valuable time, improve project consistency and efficiency for your firm."
Denise McKay - McKay Business Services - SA
"I love that you can create your own tasks and workflow for your firm. Smokeball makes it simple for you to stay on top of tasks and key dates, to ensure you don’t miss important deadlines."
Daleena Hartin - Law Solutions - QLD
"Smokeball's Tasks and Workflow is a fantastic feature of the program. It makes it very easy for us to view matter related tasks, deadlines, and meetings. The calendars of all staff working on a matter are visible so that workflows can be easily seen across the whole team."
Dana Stojanovski - Keystone Lawyers - NSW
"Using Smokeball’s Tasks and Workflows you will remain on top of everything. I can manage the entire firm’s tasks, reminders and document workflows. Easily prioritising tasks at a glance and quickly view what needs to be completed. Smokeball will also email your “to do” list every morning so you can get a grasp on the day ahead."
Cameron McKenzie - Real Property Legal - QLD
"The Workflows feature Smokeball provides is great! Workflows are easy to set up in the system and once in place, you will know exactly what needs to happen as you can step your way through the conveyancing process. It’s a piece of cake and you can rest assured you will never forget to complete something important."
Narelle George - Perfectly Conveyed - SA
"With this feature, you can see everything that needs to be completed that day on your Smokeball home screen. This gives you a strong grasp on your workload for the day ahead, so you can organise and prioritise accordingly. It has made staying on top of all tasks and critical dates stress free."
Nikhil Kuberan - RM Legal - NSW
"With Smokeball you’re able to maintain control of all your important dates using their tasks and workflows feature. You and your team can start off on the right foot by automatically adding important tasks and dates with workflows to new matters. Then, stay on top of the most important items for the day with tasks. The result is that your business spends less time planning and managing tasks you have already created, and more time getting the important things done."
Jacqui Pawelski - Smart Conveyancing - SA
Denise McKay - McKay Business Services - SA
"I love that you can create your own tasks and workflow for your firm. Smokeball makes it simple for you to stay on top of tasks and key dates, to ensure you don’t miss important deadlines."
Daleena Hartin - Law Solutions - QLD
"Smokeball's Tasks and Workflow is a fantastic feature of the program. It makes it very easy for us to view matter related tasks, deadlines, and meetings. The calendars of all staff working on a matter are visible so that workflows can be easily seen across the whole team."
Dana Stojanovski - Keystone Lawyers - NSW
"Using Smokeball’s Tasks and Workflows you will remain on top of everything. I can manage the entire firm’s tasks, reminders and document workflows. Easily prioritising tasks at a glance and quickly view what needs to be completed. Smokeball will also email your “to do” list every morning so you can get a grasp on the day ahead."
Cameron McKenzie - Real Property Legal - QLD
"The Workflows feature Smokeball provides is great! Workflows are easy to set up in the system and once in place, you will know exactly what needs to happen as you can step your way through the conveyancing process. It’s a piece of cake and you can rest assured you will never forget to complete something important."
Narelle George - Perfectly Conveyed - SA
"With this feature, you can see everything that needs to be completed that day on your Smokeball home screen. This gives you a strong grasp on your workload for the day ahead, so you can organise and prioritise accordingly. It has made staying on top of all tasks and critical dates stress free."
Nikhil Kuberan - RM Legal - NSW
"With Smokeball you’re able to maintain control of all your important dates using their tasks and workflows feature. You and your team can start off on the right foot by automatically adding important tasks and dates with workflows to new matters. Then, stay on top of the most important items for the day with tasks. The result is that your business spends less time planning and managing tasks you have already created, and more time getting the important things done."
Jacqui Pawelski - Smart Conveyancing - SA
