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.

Written by Jordan

March 19, 2025

🎥 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:

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

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

Go to the Run Checks tab.
Select your preferred verification type.

Use the Smokeball field to search for a Matter Number or Matter Description.
Select the matter—Matter Contacts will automatically import.

Review the prefilled contact details, adding any missing information (e.g., Date of Birth).

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:

Open Smokeball and select the relevant Matter.
Click on All Files—you’ll see the Realaml verification PDFs stored here.

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.