What Horizon can see
Matters, leads, contacts, events, tasks, memos and matter documents, plus billing records, within the access Smokeball approves.
SmokeballLegal and conveyancing AI integration
AI automation across Smokeball and the rest of your software.
Smokeball already has its built-in Archie assistant for work inside a matter. Horizon joins approved Smokeball matters with Outlook, SharePoint and other systems, then prepares reviewed actions across them.
Matter briefing
PN
@Horizon, summarise the Palmer matter using the approved matter details, contacts, upcoming events, open tasks and latest documents.
On it. Checking Smokeball now.Matter, contacts and upcoming events checked in SmokeballOpen tasks and documents read as wellCross-checked and compiled into one briefing
One review-ready matter briefing.
Intake record
MD
@Horizon, turn this approved enquiry into a proposed Smokeball lead, contact and first task. Show me every field before saving anything.
On it. You approve before anything is saved.
The approved enquiry read from this threadDraft lead and contact prepared for SmokeballNothing saved in Smokeball until you approve
A proposed intake record ready to approve.
Client update
ER
@Horizon, draft a client update from the approved matter documents and recent Outlook emails, then prepare it for filing after review.
On it. You approve before anything is saved.Matter documents checked in Smokeball
Approved email read in OutlookDraft client update prepared for SmokeballNothing saved in Smokeball until you approve
A client update and filing step prepared together.
Connect with
The connection
How does Horizon actually get into Smokeball?
Horizon connects through Smokeball's official API, the same doorway Smokeball gives its own partners, and Smokeball approves each use of it. Availability depends on your plan, so we confirm access with Smokeball first, then agree exactly which matters and records Horizon may touch.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
SmokeballYour approved records
What Horizon can prepare
Proposed leads, contacts, tasks, events, memos and filed documents. Horizon shows each item to your team before anything is saved into Smokeball.
How work can start
Smokeball can tell Horizon when supported events happen in the platform. We confirm the exact triggers for your workflow before promising anything happens in real time.
What we confirmed about the Smokeball connection
- Smokeball already has its native Archie assistant for research, drafting and tasks inside a matter. Horizon's extra role is joining that matter to approved Outlook, SharePoint and other records, then carrying reviewed work across them.
- Direct access for a single firm needs an eligible Smokeball plan; software serving many firms goes through Smokeball's partner process.
- Trust and bank account records stay out of scope unless Smokeball explicitly confirms them.
- Some matter fields cannot be changed from outside Smokeball, and document links can be time-limited.
Checked against official Smokeball information on .
Day to day
Use Smokeball without jumping between systems.
Smokeball keeps its own tools, AutoTime, Archie drafting and AutoForms included. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Smokeball.
Common questions
Using Horizon with Smokeball, answered.
What could our team ask Horizon to do with Smokeball?
Smokeball already has its built-in Archie assistant for work inside a matter. Horizon joins approved Smokeball matters with Outlook, SharePoint and other systems, then prepares reviewed actions across them. Typical results include one review-ready matter briefing, a proposed intake record ready to approve, and a client update and filing step prepared together.
Can our team use Smokeball from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Smokeball information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Smokeball with Outlook, SharePoint or our other software?
Yes. We design one workflow around Smokeball and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Smokeball, not just answer questions?
Yes, where Smokeball supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Smokeball?
We start with one useful, controlled request such as: @Horizon, summarise the Palmer matter using the approved matter details, contacts, upcoming events, open tasks and latest documents. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Availability depends on your Smokeball plan and approved app access. We confirm the exact matters, records and actions with Smokeball before the pilot.
Does Horizon replace Smokeball?
No. Smokeball remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Smokeball workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
Smokeball integration session
Show us what you want Smokeball connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.