Smokeball Setup Guide
Complete guide to connecting CaseHug with Smokeball. Total setup time: 5–10 minutes (after API access is approved).
Prerequisites
- ✓An active CaseHug account (Solo, Practice, or Firm plan)
- ✓A Smokeball account with API access enabled (contact Smokeball partnership team)
- ✓Firm Admin role in CaseHug
- ✓Admin access in your Smokeball account
Setup Steps
Request Smokeball API Access
Before connecting, your firm needs API access enabled by Smokeball. Contact the Smokeball partnership team or your Smokeball account manager to request API credentials.
💡 Tips
- •Mention you're integrating with CaseHug for client intake automation.
- •API access is typically approved within 1–3 business days.
- •You'll receive a confirmation email once access is enabled.
Navigate to Integration Settings
Log in to your CaseHug dashboard. Click your firm name in the top-right corner, then go to Settings → Integrations.
💡 Tips
- •Only firm administrators can manage integrations.
- •If you don't see the Integrations tab, contact your CaseHug administrator.
Click "Connect to Smokeball"
Find the Smokeball card in the integrations list and click the green Connect button. You'll be redirected to Smokeball's authorization page.
💡 Tips
- •Make sure pop-ups are enabled for calmintake.com.
- •The authorization link expires after 10 minutes.
Sign in and Authorize
Sign in with your Smokeball admin credentials. Review the permissions CaseHug is requesting: access to matters, contacts, files, tasks, and events. Click "Allow" to authorize.
💡 Tips
- •CaseHug requests the minimum permissions needed for intake sync.
- •You can revoke access at any time from both CaseHug and Smokeball.
Configure Sync Settings
After connecting, you'll be returned to CaseHug. The Smokeball card now shows your connected firm. Click Settings to configure auto-sync options.
💡 Tips
- •Auto-sync on document approval is enabled by default.
- •Auto-sync on matter creation is off by default — enable it if you want immediate matter sync.
- •Custom matter type mappings can be configured for non-standard case types.
Verify with a Test Sync
Open any existing matter in CaseHug and click "Sync to Smokeball" to verify the connection works. Check that the matter appears in Smokeball with the correct client and case type.
💡 Tips
- •Check Smokeball's matter list for the newly created matter.
- •Verify the client contact was created (or matched) correctly.
- •Review the sync history in Settings → Integrations for detailed logs.
Field Mappings
Here's how CaseHug fields map to Smokeball fields:
| CaseHug | Smokeball | Notes |
|---|---|---|
| Matter title | Matter name | Synced as-is |
| Case number | Matter number | Synced as-is |
| Case type | Matter type | Mapped by name + practice area |
| Client first name | Contact first name | Synced as-is |
| Client last name | Contact last name | Synced as-is |
| Client email | Contact email | Used for duplicate detection |
| Client phone | Contact phone | Synced as-is |
| Approved documents | Matter files | Uploaded with original name |
| Matter status | Matter status | Mapped: active→Open, closed→Closed |
After Setup
Enable Webhooks (Recommended)
Webhooks allow Smokeball to notify CaseHug of changes in real-time. To enable, go to Settings → Integrations → Smokeball → Advanced and click "Register Webhooks."
Configure Matter Type Mappings
If your firm uses custom Smokeball matter types that don't match CaseHug's defaults, add custom mappings in Settings → Integrations → Smokeball → Case Type Mappings.
Set Up Team Access
Any CaseHug user with the firm_admin role can manage the Smokeball connection. Standard users can trigger syncs but can't modify settings.
Review Sync History
After your first few syncs, review the sync history log for any warnings or failures. This helps catch mapping issues early.
Ready to connect?
If you've received API access from Smokeball, connect now in two clicks.