Integration
CaseHug + Smokeball
Connect your CaseHug intake workflow directly to Smokeball. Matters, contacts, and approved documents sync automatically — with built-in matter type mapping and real-time webhooks.
What syncs between CaseHug and Smokeball
Matters
- ✓New CaseHug matters created as Smokeball matters automatically
- ✓Case type mapped to Smokeball's built-in matter types
- ✓Client contacts linked to the matter
- ✓Case number preserved as Smokeball matter number
- ✓Tags synced for organization
Contacts
- ✓Client first name, last name, email, and phone synced
- ✓Existing Smokeball contacts matched by email (no duplicates)
- ✓New contacts created when no match is found
- ✓Contact tags supported (added Oct 2025)
Documents
- ✓Approved documents uploaded to the linked Smokeball matter
- ✓Original file names and types preserved
- ✓Auto-sync on document approval (configurable)
- ✓Manual sync available from matter detail page
- ✓Full file version history maintained in Smokeball
Why CaseHug + Smokeball works
Built-in Matter Types
Smokeball pre-configures matter types by practice area and jurisdiction. CaseHug maps your case types automatically — no manual configuration needed.
Real-Time Webhooks
Changes in Smokeball (matter updates, new contacts, file uploads) are pushed to CaseHug instantly via webhooks. No polling, no delays.
Multiple Attorneys
Smokeball supports multiple attorneys per matter (Sep 2025). CaseHug respects this — your entire team stays in sync.
Tags & Organization
Tags on contacts and matters (Aug 2025) flow between both systems, keeping your organizational structure intact.
Client Portal Ready
Smokeball's Client Portal (Oct 2025) works alongside CaseHug. Documents synced to Smokeball can be shared with clients through their portal.
OAuth 2.0 Security
CaseHug never stores your Smokeball password. We use OAuth 2.0 with encrypted tokens that you can revoke at any time.
How to connect Smokeball
Go to Settings → Integrations
In your CaseHug dashboard, navigate to Settings → Integrations.
Click "Connect to Smokeball"
Find the Smokeball card and click "Connect to Smokeball."
Sign in to Smokeball
You'll be redirected to Smokeball's secure login. Sign in with your Smokeball credentials.
Authorize CaseHug
Review the permissions CaseHug requests (matters, contacts, files) and click Allow.
You're connected
CaseHug redirects back to your integrations page. The Smokeball card will show your connected firm.
💡 API access required: Firms must request API access from the Smokeball partnership team before connecting. Once approved, setup takes under 2 minutes.
How data flows
CaseHug
Client intake, documents, e-signatures
Push
Smokeball
Matters, contacts, documents, billing
Smokeball
Matter updates, status changes
Webhook
CaseHug
Status sync, event log
Frequently asked questions
Do I need a specific Smokeball plan?
CaseHug works with Smokeball plans that include API access. Contact the Smokeball partnership team to enable API access for your firm.
Will CaseHug create duplicate contacts?
No. CaseHug searches for existing Smokeball contacts by email before creating new ones. If a match is found, it's linked to the matter directly.
How are case types mapped to Smokeball matter types?
CaseHug maps each case type to the closest Smokeball matter type by name and practice area. Smokeball has pre-configured types per jurisdiction. You can also set custom mappings in Settings → Integrations.
Can I disconnect Smokeball at any time?
Yes. Click Disconnect from Settings → Integrations. This removes stored tokens and unregisters webhooks. Your data in both systems is unaffected.
What happens if a sync fails?
Errors are logged in your sync history. You can retry manually at any time. Failures don't affect your data in either system.
Does this work with Smokeball's desktop app?
Yes. Matters and contacts created through the API appear in both Smokeball's cloud platform and desktop application.
Troubleshooting
⚠️ "Smokeball integration is not configured" error
Firms must request API access from the Smokeball partnership team before connecting. Once approved, CaseHug will configure your credentials.
⚠️ "Invalid state" error during OAuth
OAuth state tokens expire after 10 minutes. Return to Settings → Integrations and click Connect again.
⚠️ Documents sync but don't appear in Smokeball
Verify the matter is linked (check for Smokeball Matter ID on the detail page). Ensure the document is in "Approved" status.
⚠️ Matter type not matched correctly
CaseHug maps case types by name. If your firm uses custom Smokeball matter types, configure custom mappings in Settings → Integrations.
Still stuck? Email support@calmintake.com and include your firm ID and a description of the issue.
Security & Compliance
OAuth 2.0
Industry-standard authorization. CaseHug never sees your Smokeball password.
Encrypted Tokens
Access tokens stored encrypted at rest. Refresh tokens rotate automatically.
HMAC Webhooks
All webhook payloads verified with HMAC-SHA256 signatures.
Audit Trail
Every sync operation logged with timestamps, status, and details.
HIPAA Ready
All data in transit encrypted via TLS 1.3. No PHI stored in logs.
Clean Disconnect
Disconnecting removes all tokens and webhook registrations instantly.
Ready to connect Smokeball?
Request API access from Smokeball, then connect in two clicks. Works with your existing Smokeball account.
Go to Integrations →