Smokeball
Smokeball legal practice management actions for matters, contacts, tasks, documents, billing, and firm records.
What agents can do
Actions168
Add contact tags
Adds one or more tags to an existing contact by contact id; tags that already exist on the contact are not duplicated by the documented behaviour.
Add matter file
Register a new matter file and return a sensitive presigned PUT URL valid for 1 hour that authorizes its content upload.
Add matter files batch
Register a migration batch of matter files and return one sensitive presigned PUT URL, valid for 1 hour, per item in request order.
Add matter layout
Adds a layout item using a restricted documented subset.
Add matter layout contact
Adds a new contact on a specified layout.
Add matter role
Appends a new role in the specified matter.
Add matter role relationship
Appends a new relationship with an existing role in the specified matter.
Add matter tags
Adds one or more tags to an existing matter by matter id.
52 moreFewer
Create activity code
Creates an activity code.
Create authorization group
Creates an authorization group.
Create authorization policy
Creates an authorization policy.
Create bank account requisition
Submit an irreversible financial requisition against a trust account.
Create bank account transaction
Submit an irreversible financial Deposit transaction against the specified bank account and matter, with a dollar amount limited to 2 decimal places and an effective date.
Create contact
Creates a contact.
Create contact relation
Creates a relation for a specified contact.
Create event
Creates a calendar event.
Create event reminder
Creates a new reminder for an event.
Create file preview
Get or request a PDF preview of the current file version.
Create firm
Creates a firm for the current authenticated client and registers an existing user as a staff member and firm owner.
Create matter
Creates a new matter or Lead.
Create matter expense
Creates an expense for the specified matter.
Create matter fee
Creates a fee for the specified matter.
Create matter folder
Creates a new folder under the specified matter.
Create matter memo
Creates a memo on the specified matter.
Create notification
Send a notification to the specified staff member, including its displayed message and optional toast message, icons, color, and Smokeball action URI.
Create staff member
Creates a staff member in the firm associated with the authenticated client.
Create subtask
Creates a subtask for a specified task.
Create task
Creates a task.
Create task document
Links an existing document to the specified task; it does not create a new document.
Create user
Create a persistent user login using Default or Auth0.
Create webhook subscription
Create a persistent webhook subscription that sends every selected event type to the external eventNotificationUrl until the subscription is changed or deleted.
Delete activity code
Deletes an activity code.
Delete authorization group
Delete an authorization group.
Delete contact
Deletes a specified contact.
Delete contact relation
Deletes a relation for a specified contact.
Delete event
Deletes a specified event.
Delete event reminder
Deletes a specified event reminder.
Delete firm user mapping
Removes a user from the firm through a deprecated compatibility route, marks the associated staff and user as former, and disables user access.
Delete matter
Deletes a specified matter.
Delete matter expense
Deletes an expense.
Delete matter fee
Deletes a fee.
Delete matter file
Deletes a specified matter file.
Delete matter folder
Deletes a folder belonging to the specified matter.
Delete matter memo
Deletes a specified memo.
Delete staff member
Sets the staff member from the firm associated with the authenticated client as a former staff member.
Delete subtask
Deletes a specified subtask of a specified task.
Delete task
Deletes a specified task.
Delete task document
Unlinks the specified document from the task without deleting the underlying document.
Delete webhook subscription
Deletes and unsubscribes from the specified webhook subscription.
Get activity code
Retrieves one activity code by id: code, description, type, whether it is billable, rate type and rate, quantity and tax flags.
Get authorization group
Retrieves one authorization group by id: its name, the ids of the principals it contains, and whether it is deleted.
Get authorization policy
Retrieves one authorization policy by its reference: the principal and resource it binds and its rules.
Get bank account
Retrieves one bank account by id: type, status, linked matter, account name and number, bank and branch details.
Get bank account transaction
Retrieves one transaction by bank account id and transaction id, including its type, amount, dates, references, associated matter and payor links, and reversal status.
Get contact
Retrieves one contact by id.
Get contact relation
Retrieves a relation for a specified contact if associated with the authenticated client.
Get contacts batch
Return contacts matching up to 500 supplied IDs in request order; nonexistent and other-account IDs are silently omitted.
Get event
Retrieves one calendar event by id: subject, description, location, type, start and end times in the event timeZone, allDay flag, attendees and the linked matter.
Get file download url
Return a sensitive presigned GET URL and metadata for downloading the current or specified version of a matter file.
Get file preview
Return a sensitive presigned URL to the PDF preview of the file's current version.
And 108 more in Definable.
How it connects
You sign in to Smokeball in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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