Integration · Legal
AI agents for Smokeball
Work in a law firm's Smokeball account: find matters and leads, contacts and staff, read a matter's details, list and create tasks, and add file notes.
- Actions
- 8
- Read
- 6
- Write
- 2
Actions
What your agents can do in Smokeball
Work in a law firm's Smokeball account: find matters and leads, contacts and staff, read a matter's details, list and create tasks, and add file notes (memos) to matters, through the firm's own private app in the Smokeball Developer Console.
Read 6
Look things up. Nothing changes.
Find matters
Finds matters (or leads) by a search term that matches clients, other sides, descriptions and matter numbers, by status or by a contact.
Get a matter
Reads one matter by ID: number, title, matter type, clients, other sides, description, status, responsible and assisting staff, supervisor, opened and closed dates, referral details and tags.
Find contacts
Finds contacts (people, companies, trusts, groups) with search terms on name, email or phone, written field, operator, value.
Get a contact
Reads one contact by ID: a person (names, email, phones, addresses, occupation, birth date) or a company, trust or group of people, with tags.
Find staff
Finds the firm's staff with search terms on name or email (like name:Ada or email:ada@firm.com).
List tasks
Lists tasks, optionally for one matter and only open or only completed ones.
Write 2
Create, change or send.
Create a task
Creates a task, usually on a matter, as a staff member (the creator), with a subject, notes, assignees and a due date.
Add a memo to a matter
Adds a memo (a file note) with a title and text to a matter, for example a call summary or advice given.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details Smokeball gives you for its API.
What you enter
- Client ID
- Client secret
- API key
Settings
- Region
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Smokeball data
Ask a question in plain words. The agent can find matters, get a matter or find contacts in Smokeball, then answers with what it found.
- 02
Let an agent update Smokeball
Have the agent create a task or add a memo to a matter in Smokeball as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Smokeball and Slack: it can find matters in Smokeball and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- PracticePanther16 actionsFind and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
FAQ
Smokeball and MyDeepAgents
Can MyDeepAgents connect to Smokeball?
Yes. The Smokeball connector has 8 actions: 6 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Smokeball?
Enter the sign-in details Smokeball gives you for its API. You'll need: Client ID, Client secret and API key. The connection also asks for: Region. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Smokeball without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Smokeball in workflows as well as agents?
Yes. Every Smokeball action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Smokeball to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.