Settify & Smokeball Integration – Initial Setup Guide

The integration between Settify and Smokeball is currently available in:

• Australia: Family Law and Wills practice areas

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Once set up, the integration enables you to create Smokeball matters directly from Settify client records, with client contact details transferring automatically into Smokeball.

1. Overview

• From Settify (Family Law or Wills):

  • Go to Configure Settify → Integrations → Smokeball → Connect

  • Enter your Smokeball username and password

  • Authorise the connection to complete setup

• At this stage, the integration supports sending personal contact information collected in Settify to Smokeball.

• Other information (e.g., properties, children, documents) is available in the Settify folder within Smokeball matters. Additional data mapping will be released in future updates

  Smokeball Set-up instructions

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2. Step-by-Step Setup

1. Log in to your Settify Admin Dashboard.

2. Navigate to Configure Settify → Integrations.

   • If the tab doesn’t appear, refresh and ensure the URL looks like firmname.settify.com.au (not a wills subdomain).

3. Select Smokeball from the dropdown and click Connect.

4. Enter your Smokeball login credentials.

5. You’ll be redirected back to Settify, where the integration page will confirm a successful connection.

   • You can adjust your default integration settings here.

3. Creating Matters in Smokeball

Once integration is enabled, you can create Smokeball matters directly from Settify:

1. Open a client record in your Settify Admin Dashboard.

2. A Smokeball logo will appear in the top-right corner.

3. Click the Smokeball button, choose your matter settings, and click Create Smokeball Matter.

4. A new matter will be created in Smokeball, which will include:

   • Automatically transferred client contact details

   • A dedicated Settify folder with all Settify-generated materials

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✅ Your integration is now complete.
You can now seamlessly create Smokeball matters from Settify, reducing manual data entry and improving efficiency.