Integration

    Smokeball and Volty

    Small law firms on Smokeball let Volty tell clients the next step on a closing or estate plan, confirm documents arrived, and turn requests into paralegal tasks.

    Talk to VoltyFree trial

    Updated

    Signing the will

    A client asks what is next on her estate plan. Volty reads the matter and books the signing.

    MO

    Margaret O'Brien

    WhatsApp · Client

    Hi, I reviewed the draft will and trust and I'm happy with them. What's next?
    Smokeball matterO'Brien estate plan · Drafts sent 2 Nov · Next: signing meeting
    VoltyWonderful, Margaret. The next step is the signing meeting with two witnesses at our office. Ken has these times open:

    Signing · Ken Yamamoto

    Mon 16 Nov, 11amWed 18 Nov, 2pm
    Monday at 11

    Waiting for approval

    Smokeball task for Priya: book witnesses for O'Brien signing, Mon 16 Nov 11am

    ApproveEditDecline

    Smokeball matter

    O'Brien estate plan

    Drafts approved
    Attorney
    Ken Yamamoto
    Paralegal
    Priya Shah
    Documents
    Will, revocable trust
    Next
    Signing, Mon 16 Nov

    Staff and next step on the Smokeball matter

    What Volty does with Smokeball

    Smokeball is legal practice management software with automatic time tracking for small law firms. Volty is registered as an app in Smokeball's Developer Console and holds only the OAuth scopes assigned there. A client asking what happens next on their closing or estate plan hears it from their own matter, and anything they send or ask for is proposed as a task for the right person.

    • Next step on the matter

      Volty reads the matter's stage and tasks before it answers.

    • Client asks become tasks

      A request is proposed as a Smokeball task for the paralegal.

    • Contact, then matter

      Volty finds the Smokeball contact first and opens only the matters they are on.

    • Trust and will questions to Ken

      Volty gives status and logistics; legal questions go to the attorney.

    Lawyers and staff in a law office with law books and file boxes, two reading papers by the window while a colleague talks to a woman typing at a desktop computer.
    Client asks reach the right paralegal as a task.

    Did you get my documents

    A buyer checks on a closing.

    CM

    Carlos Mendoza

    Email · Client

    I emailed the homeowners insurance binder yesterday. Is anything else needed for closing?
    Smokeball matterMendoza purchase · Insurance binder received 4 Nov · Closing Fri 20 Nov
    VoltyHi Carlos, we have your insurance binder, thank you. Nothing else is needed from you right now. Closing is set for Friday 20 November, and Priya will send the final figures a few days before.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Matter updates

    1. When

      Friday at noon

      Weekly client update

    2. Step 1

      Finds matters that moved

      Stage changed this week

    3. Step 2

      Emails each client

      Wording the attorney approved

    4. Step 3

      Handles the follow-ups

      Questions go to the paralegal

    A man in glasses and a denim jacket tapping his phone in a worn leather armchair by a window onto a street with yellow taxis.
    Clients hear the next step on their matter without a call.

    How Volty connects to Smokeball

    Smokeball's API uses OAuth 2.0 with scopes like contacts/read and matters/write, each assigned to an app in Smokeball's Developer Console. Volty requests only the scopes agreed with your firm.

    1. 01

      Register the app

      Volty's app is set up in Smokeball's Developer Console with its scopes.

    2. 02

      Pick the scopes

      Typically contacts and matters read, and task write if you want tasks.

    3. 03

      Firm user authorizes

      A Smokeball user signs in and grants those scopes.

    4. 04

      Approve and switch

      An admin approves in Volty. Creating tasks starts Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find the client's Smokeball contactReads
    • Read the matter's staff and stageReads
    • Read open tasks on the matterReads
    • Create a task for the paralegalChanges

    Reading tools can be turned on straight away. Anything that changes Smokeball starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Which Smokeball permissions does Volty hold?

    Only the OAuth scopes assigned to its app in Smokeball's Developer Console, such as contacts/read and matters/read, plus a task write scope if you want Volty to create tasks. A user at your firm authorizes the app, and Volty sees what those scopes allow.

    Will Volty explain a will or trust to a client?

    No. Volty tells the client the next step, such as the signing meeting, and books it. Questions about what a document means or which option to choose go to the attorney. Volty does not give legal advice.

    Do Volty's conversations add time entries in Smokeball?

    No. Volty reads the matter and can create a task for the paralegal if you switch that on. It does not record billable time; your firm's own time tracking stays as it is.

    How much does it cost to connect Smokeball with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026