---
title: How to Integrate Smokeball with Realaml & Run KYC/CDD Verifications | Realaml Help Center
description: Realaml Knowledge Base
---

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# How to Integrate Smokeball with Realaml & Run KYC/CDD Verifications | Realaml Help Center

### 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.

![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/JORDAN_HEADSHOT_2025-1741884224-Apr-29-2026-05-29-07-7456-AM.png)

 Written by Jordan

### 🎥 Watch this quick video to see how to integrate Smokeball with Realaml and run KYC/CDD verifications.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-4.png)](https://realamlnz.wistia.com/medias/xy7ftvd2kh)

### **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:

- Go to [Realaml Sign-Up Page](https://app.realaml.com/sign-up).
- Enter your email and trading name.
- Verify your email and log in to your new account.

Go to [Realaml Sign-Up Page](https://app.realaml.com/sign-up).

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**

- Go to the [Realaml Integrations tab](https://app-au.realaml.com/integrations).
- Click Connect next to Smokeball.
- Enter your Smokeball login credentials to complete the connection.

Go to the [Realaml Integrations tab](https://app-au.realaml.com/integrations).

Click Connect next to Smokeball.

Enter your Smokeball login credentials to complete the connection.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-17-5685-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420706262/0eea849af8d0dafd6db79a6dc718/image.png?expires=1777442400&signature=1619dce4556d9a7be72e215722ef61d12e23ff4ec55a7d77720d6ab26a3b0ab7&req=dSQlFs5%2Bm4NZW%2FMW1HO4zcPV2atj%2F5xdWpRhQNaqrB%2BmPgMUZf2VOGnYyf0M%0AL%2ByE6gbyHOPCd%2FrQ3CY%3D%0A)

✅ **You’re now connected!**

### **Step 3: Running a Verification**

- Go to the [Run Checks tab.](https://app-au.realaml.com/checks)
- Select your preferred verification type.

Go to the [Run Checks tab.](https://app-au.realaml.com/checks)

Select your preferred verification type.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-21-8806-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420721338/684d6cc5779a28d97216859c35b1/image.png?expires=1777442400&signature=ac3530612b524a26c0fb7748d5d9bfd95e46677d1c41b9a9ab4a290910c33c1c&req=dSQlFs58nIJcUfMW1HO4zVEGbFpjOtTvmnfXoxfCywHd4VMVX1alYf7c8R0r%0A1ZKMT1rhkK9qJUeIo0g%3D%0A)

- Use the Smokeball field to search for a Matter Number or Matter Description.
- 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.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-27-3415-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420731561/03f721c1bc0624322c3d425b7e36/image.png?expires=1777442400&signature=a932dfbabcb9401b9edac8e6192de5929123b320fd7aa7216f48efcf9a39ebe0&req=dSQlFs59nIRZWPMW1HO4zUtlDIVI74z8rC45cYlEMwh7B61KFPrtwf3Z1UzC%0AOCvWwPMty0RTv3mr77M%3D%0A)

- 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).  
​

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-31-0631-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420740152/f7a842f09c1af79c73b8ffb5f4be/image.png?expires=1777442400&signature=9f043dec206e5c54b06ea8b15f78cd936d343399ede3a4b8103b88e9bd49ef38&req=dSQlFs56nYBaW%2FMW1HO4zc8ZccbACuERm5ARZrwGauzOE5ofVIIW%2FvJh79il%0AZ4td7g%2BRFmQ6MR%2B27jw%3D%0A)

- Check the Consent box and click Run Check.

Check the Consent box and click Run Check.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-36-8414-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420747122/52368f2c5620b8f76d81c5512f11/image.png?expires=1777442400&signature=e49d759cb95032d6324bc64ae118abda3a88bbe9b8ab34429c28d68f875401b2&req=dSQlFs56moBdW%2FMW1HO4zQ71%2FIqsqrKnpx88HEdvMuUobHpkGotTLSgv2AfN%0AtzdXPODmidjFyz3xuok%3D%0A)

### **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:

- Open Smokeball and select the relevant Matter.
- 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.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-44-3954-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420756856/ff55ef00ec56c22283e604e13c65/image.png?expires=1777442400&signature=b2edaa59fae86807a90a08cea6df08aaf65485c25490a20f6913d062e67291ab&req=dSQlFs57m4laX%2FMW1HO4zaqWsZU5ckCZi%2B3igQXo1gQfCJnwtzToW14j5reg%0AyvQMySGF7WW4deAhJGQ%3D%0A)

- Go to Time & Disbursements \> Disbursements to view the verification costs.

Go to Time & Disbursements \> Disbursements to view the verification costs.

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-47-3179-AM.png)](https://downloads.intercomcdn.com/i/o/upwnwcl8/1420762738/c6012b04dfde03cd12c82c5cf598/image.png?expires=1777442400&signature=8e189d296c24262eabd7baf526410f949cd66a00123e710f0d59f4259af8dd38&req=dSQlFs54n4ZcUfMW1HO4zVgvaejuch1SU5TLxTJPMGM4Jtjz1iZCA%2BSUC3KY%0A8B9GIW2IvO0PzyA63Xg%3D%0A)

[Download](https://realaml-static.s3.ap-southeast-2.amazonaws.com/marketing/Smokeball+x+Realaml+Integration+Workflow.pdf) the integration workflow diagram below.  
​

[![](https://help.realaml.com/hubfs/Knowledge%20Base%20Import/image-Apr-29-2026-05-29-52-1923-AM.png)](https://realaml-static.s3.ap-southeast-2.amazonaws.com/marketing/Smokeball+x+Realaml+Integration+Workflow.pdf)

### **Need Help?**

📩 Contact us at [support@realaml.com](https://442916559.hs-sites-ap1.com/knowledge-base/how-to-integrate-smokeball-with-realaml-run-kyc/cdd-verifications-realaml-help-center?hsLang=en) or reach out via Intercom for assistance.  
​

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