How to Integrate Smokeball with Realaml & Run KYC/CDD Verifications
Easily connect Smokeball with Realaml to streamline your verification process. Follow this step-by-step guides to manage verifications with ease.
🎥 Watch this quick video to see how to integrate Smokeball with Realaml and run KYC/CDD verifications.
Step 1: Create a Realaml Account (For New Users)
If you’re new to Realaml, follow these steps to create an account before connecting Clio:
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Go to Realaml Sign-Up Page.
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Enter your email and trading name.
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Verify your email and log in to your new account.
Go to Realaml Sign-Up Page.
Enter your email and trading name.
Verify your email and log in to your new account.
✅ Your Realaml account is now set up!
Step 2: Connect Smokeball to Realaml
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Go to the Realaml Integrations tab.
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Click Connect next to Smokeball.
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Enter your Smokeball login credentials to complete the connection.
Go to the Realaml Integrations tab.
Click Connect next to Smokeball.
Enter your Smokeball login credentials to complete the connection.
✅ You’re now connected!
Step 3: Running a Verification
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Go to the Run Checks tab.
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Select your preferred verification type.
Go to the Run Checks tab.
Select your preferred verification type.
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Use the Smokeball field to search for a Matter Number or Matter Description.
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Select the matter—Matter Contacts will automatically import.
Use the Smokeball field to search for a Matter Number or Matter Description.
Select the matter—Matter Contacts will automatically import.
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Review the prefilled contact details, adding any missing information (e.g., Date of Birth).
Review the prefilled contact details, adding any missing information (e.g., Date of Birth).
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Check the Consent box and click Run Check.
Check the Consent box and click Run Check.
Step 4: Verifying Additional Clients
To verify additional clients, repeat the above process.
Step 5: Accessing Verification Reports in Smokeball
Once verifications are complete, access your reports in Smokeball:
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Open Smokeball and select the relevant Matter.
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Click on All Files—you’ll see the Realaml verification PDFs stored here.
Open Smokeball and select the relevant Matter.
Click on All Files—you’ll see the Realaml verification PDFs stored here.
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Go to Time & Disbursements > Disbursements to view the verification costs.
Go to Time & Disbursements > Disbursements to view the verification costs.
Download the integration workflow diagram below.
Need Help?
📩 Contact us at support@realaml.com or reach out via Intercom for assistance.