Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation...
We did a trial, and tried the different features.
I have found Smokeball very easy to use. It has allowed our office to easily "go remote" during the COVID-19 pandemic as all of our files are easily (and securely) accessible from anywhere. Additionally, whenever I have an issue or problem with...
The reporting features are not robust enough for our needs. They also have little to no CRM functionality and do not integrate with many other software providers. It is also cumbersome to replicate client matters and locate files for one client who has...
Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation...
I have found Smokeball very easy to use. It has allowed our office to easily "go remote" during the COVID-19 pandemic as all of our files are easily (and securely) accessible from anywhere. Additionally, whenever I have an issue or problem with...
We did a trial, and tried the different features.
The reporting features are not robust enough for our needs. They also have little to no CRM functionality and do not integrate with many other software providers. It is also cumbersome to replicate client matters and locate files for one client who has...