Matterly vs. Smokeball Comparison


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		Related Products 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. 1,217 Ratings Visit Website Lawmatics Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. 289 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website LegalEdge LegalEdge is a comprehensive case management software platform designed specifically for government legal organizations. It offers dedicated solutions for prosecutors, public defenders, and agency or municipal attorneys. The platform supports the full lifecycle of legal cases, helping teams manage case data, documents, people, and workflows efficiently. LegalEdge is built as a fully server-side application, allowing secure access from any device without client-side installations. Mobile access enables attorneys and investigators to work seamlessly from courtrooms, offices, or remote locations. Integrated data capabilities reduce duplicate data entry across criminal justice systems. LegalEdge focuses on delivering robust functionality while helping agencies control costs. 17 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 586 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,536 Ratings Visit Website Filevine Filevine, powered by LOIS, is an AI-driven legal intelligence platform designed to provide a unified system of truth for modern legal practices. It connects data, documents, workflows, and teams into a single, cohesive environment. The platform enables legal professionals to verify facts, prepare depositions, and manage cases more efficiently. LOIS delivers contextual insights by analyzing the entire matter lifecycle in one place. It supports functions such as document management, contract management, and billing within a centralized workspace. The system is built to enhance decision-making by providing accurate and actionable intelligence. Its AI capabilities help automate workflows and streamline legal operations. Overall, Filevine empowers organizations to improve productivity and achieve better legal outcomes. 579 Ratings Visit Website BrandMail BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures. 327 Ratings Visit Website Switcher Studio Switcher Studio lets you capture video from multiple camera angles — and edit it in real time — helping you connect with your community in the most engaging way yet. Stream it live or record it for later. Captivate your audience with content that matters — and make it look amazing. No need to buy, lug, or learn big equipment. Switcher works with iPhones and iPads. Switcher's so intuitive that anyone can create stunning video. Forget hiring outside producers or videographers. They say every minute of edited video takes one hour of editing. With live-editing, every minute takes, well, one minute. Video — live or recorded, internal or external — lets you share the moment, no matter what the moment holds. 21 Ratings Visit Website
About A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.	About Smokeball is powering people-law. Our legal practice management software lightens the administrative burden, so legal professionals have more time to serve the people who need them most. With automatic time tracking, tailored workflows, and rapid innovation through AI, Smokeball is the industry standard in people-law. Key features include: • 200+ pre-built matter types for different areas of law • Integrated Archie AI with full matter context • Easy-to-review automatic time tracking • Robust document automation • Email and document management through Microsoft Office • Firm insights and reporting capabilities • Access to 20,000+ federal and local court forms • Comprehensive onboarding and ongoing training Smokeball’s practice management software and award-winning client support help legal professionals capture more billable hours without working more and regain peace of mind.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals	Audience Law firms
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $29 per user / month Start: $29 per user / month Grow: $99 per user / month Prosper: $149 per user / month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Smokeball does well all of the things I, and many modern law firms need including trust accounting and management, automatic time tracking, document templating and automation. This is a robust one platform access to all essential tools, process management , macro and micro analysis of our practice, and integration with other software allowing for ultimate cloud based organization. Continued product development and ease of access to training allows for growth and continued evolution of efficiency. It is truly a work from anywhere solution that allows you to control and evaluate overhead while providing a more uniform and reliable service for our clients. I like everything about Smokeball. I use it daily. I have been using Smokeball for over 2 years and don't see myself using any other program. Cons 1) Our onboarding process was managed by an external contractor and it was problematic. It's my understanding that Smokeball brought this in house; 2) We were required to finance our three-year contract up front which is a departure from how we are used to paying for monthly subscription services. Despite those challenges, I'm glad we adopted Smokeball and I do not see that it has any true competition. I truly only regret I didn't start with this software and had to go through the process of onboarding existing cases which lacked many of the benefits of being worked by a system like Smokeball. There is nothing that I can think of that I do not like.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Matterly United States matterly.io	Company Information Smokeball Founded: 2010 United States www.smokeball.com
Alternatives CARET Legal	Alternatives 8am
Litify	Filevine
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Traffic Ticket CRM App Maisters	8am MyCase 8am
Smokeball View All	Clio Themis Solutions View All
Categories Legal Case Management Supported Legal CRM Supported	Categories AI Legal Supported Docketing Supported Family Law Supported Immigration Supported Law Practice Management Supported Legal Supported Legal Billing Supported Legal Calendar Supported Legal Case Management Supported Legal CRM Supported Legal Document Drafting Supported Legal Document Management Supported Legal Research Supported Legal Time Tracking Supported Mediation Supported Personal Injury Law Supported
	Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Supported Conflict Management Supported Corporations Not Supported Court Management Not Supported Discovery Management Not Supported Docket Management Supported Document Management Supported Expense Tracking Supported Government Not Supported Law Firms Supported Records Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Show More Features Law Practice Management Features Billing & Invoicing Supported Calendar Management Supported Client Portal Supported Conflict Management Supported Contract Management Supported CRM Supported Document Management Supported Email Management Supported Legal Case Management Supported Task Management Supported Time Tracking Supported Trust Accounting Supported Legal Billing Features Accounting Management Supported Automatic Billing Supported Calendar Management Supported Case Management Supported Client Portal Supported Document Management Supported Expense Tracking Supported Time Tracking Supported Legal Calendar Features Case Defined Timekeepers Supported Completion Tracking Supported Conflict Management Supported Multi-Office Supported Reminders Supported Rules-Based Scheduling Supported Staff Calendar Supported Status Tracking Supported Task Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Legal Research Features AI / Machine Learning Supported Annotations Not Supported Brief Analytics Not Supported Case Alerts Not Supported Case Law Research Not Supported Change Tracking Not Supported Data Visualization Not Supported Filtering Not Supported Query Suggestions Not Supported Search History Not Supported Self-Service Search Not Supported Statutes Research Not Supported Tax Law Research Not Supported Third-Party Analysis Integration Not Supported
Integrations 8am LawPay Not Supported Bundledocs Not Supported Campaign Monitor Not Supported Case Status Not Supported Clerx Not Supported Hivelight Not Supported InfoTrack Not Supported LawToolBox Not Supported Lawmatics Not Supported Microsoft Outlook Not Supported Odella Not Supported One Legal Not Supported QuickBooks Online Not Supported Quilia Not Supported RingCentral RingEX Not Supported Salesforce Supported SignIT Not Supported Veza Reception Not Supported Voyced Not Supported Zoom Not Supported Show More Integrations View All 2 Integrations	Integrations 8am LawPay Supported Bundledocs Supported Campaign Monitor Supported Case Status Supported Clerx Supported Hivelight Supported InfoTrack Supported LawToolBox Supported Lawmatics Supported Microsoft Outlook Supported Odella Supported One Legal Supported QuickBooks Online Supported Quilia Supported RingCentral RingEX Supported Salesforce Not Supported SignIT Supported Veza Reception Supported Voyced Supported Zoom Supported Show More Integrations View All 22 Integrations
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