Work seamlessly between Smokeball and FamilyProperty with the Smokeball and FamilyProperty Integration.
This integration allows you to:
Send the FamilyProperty Questionnaire to clients from within Smokeball
Sync important information captured in FamilyProperty or Smokeball between both systems
Work on your FamilyProperty Balance Sheet or Parenting Calendar without leaving Smokeball
Track time spent working in FamilyProperty
Automatically save documents created in FamilyProperty back to Smokeball
Send the FamilyProperty Questionnaire to a client in a lead
When creating a new Family lead in Smokeball, tick the Send Questionnaire box at the bottom of the window. This will prompt you to either send the questionnaire via a Communicate message or email:
You can also send the questionnaire to your client directly from the lead by selecting the Questionnaire icon.
This is also where you go if you wish to complete the questionnaire with or on behalf of your client.
Send the FamilyProperty Questionnaire to a client in a matter
Send a FamilyProperty Questionnaire to your client or complete it on their behalf by selecting the Questionnaire icon in a matter:
For Questionnaires sent using the shareable link in FamilyProperty, a new Family lead will be automatically created in Smokeball once the Questionnaire is submitted by your client.
Automatically sync information between Smokeball and FamilyProperty
The following information will be synchronised between Smokeball and FamilyProperty automatically:
Work on your FamilyProperty Parenting Calendar or Balance Sheet in Smokeball
You can now access the FamilyProperty Parenting Calendar and Balance Sheet from your Children and Property Matter.
If you are in a Children Matter in Smokeball, you will only be able to access the FamilyProperty Parenting Calendar from the Matter.
If you are in a Property Matter in Smokeball, you will only be able to access the FamilyProperty Balance Sheet from the Matter.
Time spent in the FamilyProperty Parenting Calendar and Balance Sheet
Any time spent working in the FamilyProperty Parenting Calendar or Balance Sheet will be automatically tracked in Smokeball on the Activity tab.
Automatically save documents in FamilyProperty back to Smokeball
Any documents that are created from the ‘Smart Forms’ button will automatically save back to your Smokeball Matter, in the Documents section.