[ Smokeball Reviews ](https://www.g2.com/products/smokeball/reviews) [ Smokeball Reviews ](https://www.g2.com/products/smokeball/reviews) # Smokeball Features ##### ## Platform Additional Functionality (3) Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Content (3) Automation Automates some or all operation related tasks File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Content Library Provides users with a pre-built library of useable legal document templates Show More ##### ## Platform Basics (25) Interoperability Connects to external systems and applications as needed, specifically legal practice or legal case management software Offline Editing Allows users to edit documents offline and syncs changes when connected to wifi. E-Signature Integrates with or provides built-in e-signature functionality Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Dashboard Has a centralized dashboard for users to track case updates and collaborate as needed. Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Historical Reporting Information, data and reports that are being tracked over time Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Dashboard Has a centralized dashboard for users to track case updates and collaborate as needed. Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Contact Management Manages law firm contacts and client information. Forms Management Store, manage and track all forms in a centralized location Records Management Ability to record, store, update, and retrieve information Task Management Create, manage and track all task activities and progression Conflict Management Search and check for conflicts of interest or statutes of limitations Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Email Management Manage, store and organize emails within the system or via third-party apps Contract/License Management Track, store, and access client contracts or licenses Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional Calendar Management Track and manage schedules and meetings via an integrated calendar Legal Case Management Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Show More ##### ## Content Management (25) Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Accounting Integration Integrate with a third-party accounting system Financial Management Plan, manage, and track the financial activities of an individual or organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Contract/License Management Track, store, and access client contracts or licenses Patent/Trademark Management Patent/Trademark Management Client Management Manage contact details and communication with clients Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Task Management Create, manage and track all task activities and progression Deadline Management Specify or track the date/time a project, task, etc., is due for completion Docket Management Manage and maintain a detailed record of information and updates associated with each court case Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Conflict Management Search and check for conflicts of interest or statutes of limitations Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Show More ##### ## Time & Billing (8) Time Tracking Tracks billable hours and time spent on specific tasks. Payments Allows clients to pay bills within the solution, typically via a portal. Billing Bills clients via email or a client portal. Activity Tracking Track and document all activities across devices, networks, and other systems Expense Tracking Monitor and record expenses such as purchases or charges incurred Billable Items Tracking Track the list of items required to be billed/invoiced to clients Email Tracking Track delivered, received, and opened emails Task Progress Tracking Track the status and progress of tasks Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Storage and Collaboration - Legal Document Management (7) Editing and Tracking Facilitates document modification with comprehensive change logging Centralised Database Offers a unified system storing all legal data for easy management and retrieval Accessibility and Permission for Sharing Controls access and sharing based on user permissions Document Storage Securely archives legal documents in an organized, digital repository File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Expense Tracking Monitor and record expenses such as purchases or charges incurred Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Document Management - Legal Document Management (4) Search and Retreival Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance Synchronization of Data Ensures consistent, up-to-date information across all devices Versioning Manages multiple document iterations, ensuring accuracy and up-to-dateness Full Text Search Search for specific words or phrases within a document or database Show More ##### ## Analysis - Legal Document Management (2) Document Review Streamlines the process of examining legal documents for accuracy and identifies errors, compares content and gives suggestions Legal Analytics Applies legal intelligence to analyze documents, generate insights, identy potential risks, opportunities and solutions. Some tools also provide reporting features Show More ##### ## Artificial Intelligence - Legal Document Management (3) AI Automation Leverages artificial intelligence for task automation, streamlining workflow and decision support Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Show More ##### ## Accessibility - Legal Document Management (1) Cross-Platform Access Enables document access from any device, from anywhere, thereby enhancing flexibility Show More ##### ## Agentic AI - Legal Document Management (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Legal Case Management (8) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Legal Billing (3) Cross-system Integration Works across multiple software systems or databases Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Legal Practice Management (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Legal Document Drafting (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (154) Billing & Invoicing Create, manage, and send invoices or bills to customers Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Customizable Reports Alter the layout and content of reports Electronic Signature Digitally sign online documents Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Trust Accounting Manage bookkeeping for client trust accounts Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access For Legal Professionals Specifically designed to address the needs of law firms and legal departments AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Case Notes Access and track notes regarding case activities and updates within case files Full Text Search Search for specific words or phrases within a document or database Automatic Backup Data is backed up automatically to prevent data loss Customizable Forms Customize contracts and forms to collect specific information Activity Tracking Track and document all activities across devices, networks, and other systems Electronic Payments Electronically collect payments for goods or services Predictive Analytics Predict future data based on historical data sets Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Document Storage Store and organize documents in a centralized system Court Records Search API Application programming interface that allows for integration with other systems/databases Data Visualization Graphical representation of data Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Interaction Tracking Track interaction history by documenting conversations for contacts Version Control Track revisions and updates made to files and navigate between different versions Credit Card Processing Accept and process credit card transactions Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Expense Tracking Monitor and record expenses such as purchases or charges incurred Billable Items Tracking Track the list of items required to be billed/invoiced to clients Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Online Payments Accept and process online payment transactions 2-Way Messaging Send and receive text messages to communicate with clients or prospects in real-time Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Mobile App Access the system via a mobile application Billing & Invoicing Create, manage, and send invoices or bills to customers Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Customizable Reports Alter the layout and content of reports Electronic Signature Digitally sign online documents Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Trust Accounting Manage bookkeeping for client trust accounts Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access For Legal Professionals Specifically designed to address the needs of law firms and legal departments AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Case Notes Access and track notes regarding case activities and updates within case files Full Text Search Search for specific words or phrases within a document or database Reminders Timed notification for any upcoming task, deadline, appointment, or activity API Application programming interface that allows for integration with other systems/databases Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Document Generation Custom forms to streamline repetitious aspects of a document Case Law Research Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Fields Customize data fields to support various needs and use cases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Secure Data Storage Securely stores data to prevent data loss or breaches Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Mobile Access Access software remotely via mobile devices Backup and Recovery Create backups and provide methods to recover deleted/lost data Payment Processing Accept, record, and reconcile financial transactions Customizable Forms Customize contracts and forms to collect specific information Customizable Fields Customize data fields to support various needs and use cases Billing & Invoicing Create, manage, and send invoices or bills to customers Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Task Management Create, manage and track all task activities and progression Reminders Timed notification for any upcoming task, deadline, appointment, or activity Calendar Management Track and manage schedules and meetings via an integrated calendar Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Electronic Payments Electronically collect payments for goods or services Quotes/Estimates Generate quotes or estimates for customers Time Tracking Measure and track time including hours worked and paid time off (PTO) Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process API Application programming interface that allows for integration with other systems/databases Billable Items Tracking Track the list of items required to be billed/invoiced to clients Generative AI Use AI to generate content in the form of text, images, videos, etc. Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Automatic Backup Data is backed up automatically to prevent data loss Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Client Management Manage contact details and communication with clients Financial Management Plan, manage, and track the financial activities of an individual or organization Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Automatic Billing Setup and send recurring or automated bills General Ledger Centralized accounting record which tracks all financial transactions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks Client Portal Private online space that lets businesses securely share documents and provide information access to clients Document Management Store, manage, and track all electronic documents in a centralized location Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional Access Controls/Permissions Define levels of authorization for access to specific files or systems Credit Card Processing Accept and process credit card transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Reports Alter the layout and content of reports For Legal Professionals Specifically designed to address the needs of law firms and legal departments Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Customizable Fields Customize data fields to support various needs and use cases Document Check-In/Out Switch documents into read-only mode to prevent concurrent editing by multiple users Client Management Manage contact details and communication with clients Document Capture Scan, move or upload electronic files within the software's repository Audit Trail A record of all activities within the system, including user access, changes made, etc. For Legal Professionals Specifically designed to address the needs of law firms and legal departments Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Customizable Reports Alter the layout and content of reports Contact Management Manage, organize, and store contact information Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Management Manage, store and organize emails within the system or via third-party apps Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Electronic Signature Digitally sign online documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Document Generation Custom forms to streamline repetitious aspects of a document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Deadline Management Specify or track the date/time a project, task, etc., is due for completion Billing & Invoicing Create, manage, and send invoices or bills to customers Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Workflow Management Create, design and manage workflows for repetitive tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contract/License Management Track, store, and access client contracts or licenses Reminders Timed notification for any upcoming task, deadline, appointment, or activity Document Management Store, manage, and track all electronic documents in a centralized location SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Show More ## Top-Rated Alternatives [ ![Clio 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