# Smokeball and Volty > Clients ask on WhatsApp what comes next on an estate plan or by email whether documents arrived, and Volty reads the Smokeball matter and adds tasks. 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 Volty · Free trial Updated 2 Nov 2026 ## 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 matter · O'Brien estate plan · Drafts sent 2 Nov · Next: signing meeting Volty Wonderful, 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, 11am · Wed 18 Nov, 2pm Monday at 11 Waiting for approval Smokeball task for Priya: book witnesses for O'Brien signing, Mon 16 Nov 11am Approve · Edit · Decline 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. Connects with Smokeball API over OAuth 2.0 scopes Volty reads Contacts, matters, staff on the matter, tasks Volty can change Tasks, Off by default Setup Built by the Volty team with your practice manager Category Finance, legal & insurance 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 matter · Mendoza purchase · Insurance binder received 4 Nov · Closing Fri 20 Nov Volty Hi 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 - When · Friday at noon · Weekly client update - Step 1 · Finds matters that moved · Stage changed this week - Step 2 · Emails each client · Wording the attorney approved - Step 3 · Handles the follow-ups · Questions go to the paralegal 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. - 01 · Register the app · Volty's app is set up in Smokeball's Developer Console with its scopes. - 02 · Pick the scopes · Typically contacts and matters read, and task write if you want tasks. - 03 · Firm user authorizes · A Smokeball user signs in and grants those scopes. - 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 contact · Reads - Read the matter's staff and stage · Reads - Read open tasks on the matter · Reads - Create a task for the paralegal · Changes 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. ## Related integrations - Rocket Matter Finance, legal & insurance - Lawmatics Finance, legal & insurance - Docketwise Finance, legal & insurance - Outlook Email - DocuSign Files & storage All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Finance, legal & insurance](https://voltade.com/integrations?category=finance) - [Rocket MatterFinance, legal & insurance](https://voltade.com/integrations/rocket-matter) - [LawmaticsFinance, legal & insurance](https://voltade.com/integrations/lawmatics) - [DocketwiseFinance, legal & insurance](https://voltade.com/integrations/docketwise) - [OutlookEmail](https://voltade.com/integrations/outlook) - [DocuSignFiles & storage](https://voltade.com/integrations/docusign) - [All integrations](https://voltade.com/integrations)