Smokeball Prosper Desktop: Main Tab Tour (Full Transcript)

[00:00:00] Speaker 1: In this video, we'll give you a high-level overview of the main Smokeball tab here in the Prosper level of our Smokeball desktop software. Again, we're here in the main Smokeball tab up here in the top left corner. You'll see when we're on this tab here, right below it, you're going to see a series of buttons. At Smokeball, we like to say buttons are for doing, meaning all of these buttons each does something. They each generate an action, such as creating a new lead, creating a new matter, creating a new contact, and so on down the line. Right below that, you're going to see that we are on our main view here, which is currently our dashboard. If you look to our left, there is a series of tabs. At Smokeball, we like to also say that tabs are for viewing. So each of these tabs down the left line here are going to change the view. You'll always open up Smokeball onto the main dashboard. The main dashboard view here is a great way to efficiently and effectively manage your day. You can add widgets to your dashboard to track important key things, such as your recently viewed matters, upcoming events and tasks, your activity timeline, and more. Up here in the top right, there is a customize button that you can press to customize your dashboard with different widgets that you might want to keep an eye on. Above the customize button up here in the top right, there is a search bar. This quick search bar, you can type anything in. You'll see we'll try John Doe here, and it'll give you a quick view of some search results. You can always hit enter to get taken to advanced search to see all of your search results here. And you'll notice down here in the left, the advanced search is also the last tab or the bottom view here. So moving back up the views, right below dashboard is matters. This view is where you can click to go and see all of the matters at your firm. You can filter by area of law on the left. You can also filter in other ways up here in the top right corner. A variety of filters such as your matter status, the attorney responsible, any other staff that's been tagged to that matter and more. Then once your filters are applied, what you'll see here in the view space are the matters that match those filter criterias. Also over here on the right, there is your daily digest once again. This is very similar to what we saw on the dashboard earlier. It's also present here, so you can keep an eye on your upcoming daily activities while also looking at matters. Moving back to the left here, the next tab is the contacts tab. This is where you can view all of the contacts in your smokeball. You can filter by role, by matter role over here on the left, or by contact tag a little bit lower on the left. Then you can double click into any of these contact cards to open it up, edit it, etc. Below contacts is the calendar tab. This is where you can see all of your upcoming events for yourself or other folks at your firm. You can filter which calendars you're looking at over here on the left. Right below the calendars tab is the task tab. This task tab will show you all of the tasks at your firm. Once again on the left, we've got lots of filters. You can filter by assignee for those tasks, you know, priorities, categories. You can filter by due date or by completed status, and then you'll see all your tasks over here. You could always double click into any of these tasks to open them up, review those tasks, edit them, or manage them further. Below the task tab is the intake tab. If you are utilizing intake forms with Smokeball, this is where you can see all of your open intake forms, your pending ones, your completed ones, etc. Below the intake tab is the activity tab. With this activity tab, you can see all of the activity at your firm, all of the things that have been done inside of Smokeball. You can see that filtered by a given time frame up here in the top left. You can filter by different staff members and or activity types over here. And you can even scroll over here at this line level to see every activity and double click into any of it if you want to take a further look at it. And finally, over here on the left, the last tab above search, again because we looked at search already, is the report view. This is where you can see a variety of reports. You'll see here in the top left, this is currently the matter full list report, but I could always scroll down here to run a variety of reports. As I keep scrolling here, you'll see different reports for criminal matter types, for global litigation and settlement negotiations, different lead reporting and matter reporting, some personal injury and real estate reporting, lots of options here. And we do recommend that if you have questions about reporting to reach out to us to go over them further. Thanks for reviewing this. We hope you found this helpful. Have a great one.