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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 more
  • 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.