What is the difference between supporting Actionstep vs Smokeball from an IT perspective?

Actionstep is cloud-native and browser-based — IT support focuses on browser environment, SSO configuration, Microsoft 365 integration, and network performance affecting cloud application responsiveness. Smokeball is a Windows-installed application with deep Outlook integration — IT support covers installation, Windows dependencies, Outlook sync configuration, local document storage, and integration with PEXA and InfoTrack. Both platforms require competent Microsoft 365 support, as they both rely heavily on the Microsoft ecosystem.

Can you migrate a law firm from Actionstep to Smokeball or vice versa?

Data migration between practice management platforms is handled by the software vendors or specialist legal technology consultants — this is outside pure IT support scope. However, we manage the IT side of any migration: workstation preparation, Microsoft 365 configuration changes, printer and document assembly setup for the new platform, network configuration, and post-migration integration testing. We work alongside your chosen migration consultant and ensure the IT environment is ready on go-live day.

What Microsoft 365 configuration does Actionstep or Smokeball require?

Both platforms require specific Microsoft 365 configuration. For Actionstep: OAuth app permissions for calendar and email integration, SharePoint/OneDrive document storage configuration if used, and SSO setup via Entra ID. For Smokeball: Outlook profile configuration with Smokeball connector, Exchange/Microsoft 365 account permission settings for shared mailboxes, and Autodiscover configuration. Both platforms are affected by MFA and Conditional Access policy changes — we ensure new security policies don't break existing software integrations before deploying.

Actionstep & Smokeball IT Support Melbourne | Law Firm Practice Software

Both

Actionstep and Smokeball — both platforms supported

<15 min

Critical response — software outages during live matters

M365

Full Microsoft 365 integration management

PEXA

Integration chain troubleshooting — not just the workstation

Platform Overview

Actionstep vs Smokeball — Different IT Support Requirements

Both platforms are deeply integrated with Microsoft 365, but their architecture is different — which means the IT support approach is different. We handle both.

Actionstep

Cloud-Native

Best for Mid-size firms, customisable workflows

IT focus Browser environment, SSO, Microsoft 365 integration, network performance

Microsoft 365 / OutlookShareFile / NetDocumentsXeroPEXAInfoTrackDocuSign

Cloud-based — no local server required. IT focus is on browser config, identity/SSO, and integration reliability.

Smokeball

Windows Application

Best for Residential conveyancing, document automation

IT focus Outlook sync, Windows installation, document assembly, PEXA/InfoTrack

Microsoft 365 / OutlookPEXAInfoTrackXeroDocuSignLawConnect

Windows-installed with deep Outlook integration. IT focus is on installation, Outlook sync, and integration chain.

Support Capabilities

What We Handle

IT support for Actionstep and Smokeball that goes beyond "have you tried restarting your computer". We know these platforms and their Microsoft 365 dependencies.

Actionstep Browser & SSO Configuration

Browser compatibility, Entra ID SSO setup, MFA integration that doesn't break Actionstep, and Conditional Access policy tuning for cloud app performance.

Smokeball Installation & Windows Setup

Clean Smokeball installation with all Windows dependencies, .NET framework requirements, and workstation configuration for reliable performance.

Outlook & Microsoft 365 Integration

The source of most Smokeball and Actionstep issues is the Microsoft 365 layer. We diagnose and fix Outlook sync, calendar integration, and shared mailbox configuration.

PEXA & InfoTrack Connectivity

Integration troubleshooting between Actionstep/Smokeball and PEXA or InfoTrack — network, proxy, authentication, and API configuration.

Document Assembly & Word Integration

Smokeball document assembly relies on Microsoft Word. We resolve template corruption, Word version conflicts, and print driver issues affecting document output.

Helpdesk for Software Issues

Staff can call or ticket any Actionstep or Smokeball issue. We triage accurately on the first call because we know these platforms — not just generic Windows troubleshooting.

"Most IT helpdesks know Windows. We know Actionstep, Smokeball, and the Microsoft 365 stack they depend on."

Law Firm IT Cluster

More Law Firm IT Support Pages

Actionstep and Smokeball support is part of a complete law firm IT service. This specialist software support is delivered as part of our broader managed IT services for Melbourne law firms. Explore related expertise.

IT Support for Law Firms (Hub) LEAP Practice Management Support Cybersecurity for Law Firms Law Firms Industry Page

Common Questions

Actionstep & Smokeball IT Support FAQ

Do you provide IT support for Actionstep in Melbourne?

Yes. We support Actionstep in Melbourne law firms — browser and workstation configuration, Microsoft 365 and Outlook integration, document management, Xero connectivity, and helpdesk for staff issues. Actionstep is cloud-native so IT support focuses on browser config, SSO, Microsoft 365 connectivity, and underlying network and device performance.

Do you provide IT support for Smokeball in Melbourne?

Yes. Smokeball requires careful Windows IT configuration. We support installation, Outlook integration and sync, document assembly, PEXA and InfoTrack connectivity, and backup. Smokeball's deep Outlook integration means Outlook issues often manifest as Smokeball issues — we diagnose across the full stack.

What is the difference between supporting Actionstep vs Smokeball?

Actionstep is cloud-native — IT support focuses on browser environment, SSO, Microsoft 365 integration, and network performance. Smokeball is a Windows application — IT support covers installation, Windows dependencies, Outlook sync, local document storage, and PEXA/InfoTrack integration. Both require strong Microsoft 365 support.

Can you fix Smokeball and Outlook sync issues?

Yes. The root cause is typically Outlook profile corruption, Microsoft 365 permission changes, Smokeball version incompatibility, or Windows credential manager conflicts. We diagnose the specific cause — we don't just recommend reinstalling Outlook.

What Microsoft 365 configuration do these platforms require?

Actionstep needs OAuth app permissions, SharePoint configuration, and Entra ID SSO. Smokeball needs Outlook profile configuration, Exchange permission settings, and Autodiscover. Both are affected by MFA and Conditional Access changes — we test security policy changes against existing integrations before deploying.

IT Investment Calculator

What Does Quality Managed IT Actually Cost?

We don't hide our pricing. Select your plan, adjust for your team size, and see exactly what quality managed IT costs. These are estimates - your final proposal follows a Technology Roadmap session tailored to your environment.

Are there cheaper IT companies? Absolutely. Do they compare to what we deliver? Probably not. We don't compete on price - we compete on the quality of service your business actually needs. These estimates are indicative - your final proposal follows a Technology Roadmap session tailored to your environment.

Choose your IT & Cyber plan What is CX365? →

CX365 Ignite

Level 1 Essential 8 IT Support

Core IT management and Essential 8 baseline protection

$200/user/mo ex GST

POPULAR

CX365 Secure

Level 2 Essential 8 IT Support

Advanced security posture with enhanced threat protection

$250/user/mo ex GST

CX365 Fortress

Level 3 Essential 8 IT Support

Maximum security with full Essential 8 maturity

$300/user/mo ex GST

Dedicated Account Manager Included

Every plan includes a dedicated Account Manager who runs regular Quarterly Business Reviews (QBRs) and ongoing check-ins to keep your IT aligned with your business goals.

How many users? 10

5 users200 users

How many locations? 1

1 site10 sites

How many servers? 0

0 servers10 servers

Add-on services

CX365 Growth (CRM) Included with all plans

Full CRM access for your team to manage contacts, pipelines, and customer relationships at no extra cost.

AI Usage & SMS Pay-as-you-go / add-on

AI features and SMS messaging are billed on a per-usage basis or available at a fixed add-on fee.

CX365 IGNITE

APPROXIMATELY

$2,300

PER MONTH
EX GST

Final pricing follows a Technology Roadmap session. This is what quality IT costs.

Get Exact Quote

Free Clarity Call

Running Actionstep or Smokeball in Your Melbourne Law Firm?

Book a free 15-minute call. We'll look at your current setup, any software issues you're dealing with, and whether our support model makes sense for your firm.

No lock-in contracts - ever
Valued at $250 - completely free
4.5-star Google rated
Answer in 60 seconds or less

See If You Qualify

Takes 2 minutes · No obligation · Free

Apply Now

4.5 Google Rated No Lock-In Contracts

Your complete IT department, without the overhead

IT expertise tailored to your sector

Actionstep & Smokeball IT Support for Melbourne Law Firms