PI Point – Private Investigations & Process Serving

Coordinate directly with private investigators and process servers, manage assignments, and keep related activity connected to your Smokeball matters.

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Coverage: United States

Services: Private Investigations

Services: Process Serving

Description

The PI Point Smokeball integration seamlessly connects your Smokeball Matters with PI Point's nationwide network of licensed private investigators and process servers. Create assignments directly from a Matter, coordinate securely with providers, exchange documents and messages, monitor assignment progress, and keep work organized from a single connected workflow.

By linking every assignment to its originating Matter, the integration reduces duplicate data entry, centralizes communication, and synchronizes supported updates back to Smokeball, helping your team maintain a complete, accurate record of investigative and process service activity.

The result is a faster, more efficient workflow that eliminates disconnected systems, reduces email clutter, and makes coordinating outside providers simple, secure, and fully traceable.

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Features

Create Assignments From the Matter

Post investigative and process service assignments through a workspace linked to your originating Smokeball Matter, reducing repetitive entry and helping keep each request associated with the correct case.

Evaluate and Select the Right Professional

Reach PI Point’s nationwide network of licensed private investigators and professional process servers. Review interested members’ profiles, credentials, service areas, availability, experience, and proposed rates before making a selection.

Coordinate and Track the Work

Exchange assignment-specific messages and documents, review progress, and monitor the assignment from posting through completion without relying on fragmented communications.

Keep the Matter Record Current

Supported documents, communications, status updates, and process service activity are organized with your corresponding Smokeball Matter, helping maintain a clear and timely record of outside provider work.

Integration Diagrams

Data

Matter Workspace Context

Firm User and Notification Context

Subject and Contact Prefill

Assignment Documents

Assignment Message Activity

Assignment Lifecycle Events

Message Waiting Notifications

Process Service Attempt Records

Process Service Attempt Activity

Assignment Invoice PDF

Assignment Invoice Link and Activity

Review and Completion Follow-Up

Data

Matter Information

Smokeball Users / Matter Staff

Matter Contacts

Matter Documents

Matter Memos

Matter Tasks

Matter Tasks and Matter Memos