Meet Archie, your AI-powered matter assistant
Find answers, share ideas and discuss best practices!
Your home for product tips, tricks and AI resources
Get to know fellow legal professionals from around the world
Find a cozy corner to discuss your interests in our Law Lounges
Ask the experts and other users about how to make the most of Smokeball
Read about the latest Smokeball features and fixes
Tell us how to make Smokeball even more useful to you and your firm
Welcome to the November Legal Content Update. This month we’ve continued our expansion into Western Australia with State-specific matter types as well as added and updated a range of forms across many practice areas and jurisdictions. Let’s dive in to the highlights below, or check out the full list of this month’s updates here. WA Personal Injury Matter Types Continuing our introduction of Western Australia-specific matter types, this month we released the following WA-specific Personal Injury Matter Types as well as Lead Types:Motor Vehicle Accident; Workers Compensation; Public Liability; Medical Negligence; and Total and Permanent Disability New WA Motor Vehicle Accident matter typeFamily Law Education Network of Australia Updates This month also saw the addition of a NEW suite in the FLENA Marketplace Precedents offering. The new Consent Orders folder contains the following new precedents:C01 - Letter to Client providing draft Consent Orders C02 - Letter to Other Party (self-r
Is it possible to set different Re: Lines within the same matter? Eg my default set as Your Medical Negligence Claim but when I write to the Defendant, I want to say OUR CLIENT: …..YOUR CLIENT……
Good afternoon,When we have 2 or more clients with the same address, we create a joint card within the matter by ‘adding another person’ on the card. We have noticed, when we search for their individual card to update any details, the address on the joint client has not been updated onto their individual cards.I could have sworn that it had done so previously.What is everyone else doing to navigate this? Do you create the individual contact card first and then merge when opening a matter? or do you create the joint card in the matter and then update the individual card with the address? This seems like extra work. The more data entry we have to do, the more errors that can happen. The more clicks and typing we do, the less productive we become.Smokeball - can you please update so that if an address is created in a joint card that their individual card is also updated simultaneously.Thanks
I am a careful adopter, but I feel like RingCentral is a great integrated telephone service. I would like to get some feedback from Smokeball users who have integrated. What have been your PRO’s What are the CON’s I have seen some really negative review for small users . . . Would love to speak to someone on the phone if they have a moment. Thanks, Peter Klose845-727-7727
How/where are firms recording the ITAX Prepay, Fiduciary Returns and Status Report due dates in the matter details?
Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?
Updates to Native Desktop App Back in August, we made some changes to the Smokeball native desktop app to boost performance. Based on user feedback, we’ve implemented additional improvements and introduced new features. What’s changed Matter list and contact list pagination: Users can now choose to view 50, 100, or 200 matters in a matter list before pagination occurs. This change benefits firms that prefer to scroll through more matters per page. The feature will be gradually rolled out to users over the coming weeks. Improvements to search logic: We’ve enhanced the search logic to allow partial matches for internal matter reference numbers, making it easier to find relevant matters. Automated signatures and firm logos: Users can now upload their firm’s logo or staff signatures to be used as automation fields within Word or PDF document templates, making it easier to create templates without the use of ‘if-then’ statements. Workflow trigger: Automatically trigger
Your response to your AI matter assistant Archie has been thrilling, so we’re launching an Archie Halloween contest! From now until midnight on October 31, every time you ask Archie to work its AI matter magic, you’ll conjure a chance to win. How to Play:Ask Archie to draft correspondence, review documents, and summon matter summaries at least 10 times before midnight on October 31. Use this list of ideas and prompts if you’re a little newer to Archie. Most active users win! Prizes to Die For: ️🧙♀️ Champion Conjurer: the user with the most Archie inquiries wins a $250 Amazon gift card. 😈 Devils in the Details: the user that crafts the most correspondence (emails, letters, documents, etc.) using Archie wins a $250 Amazon gift card.👻 Boo Crew: the firm with the most overall usage wins lunch on Smokeball, plus a special swag pack. So grab your fellow ghouls and let Archie handle the heavy lifting this Halloween. May the most spirited users win! ✨
Is there a way to disable or hide the working time field entry? It is creating confusion for our attorneys and errors in billing entries. We just want one box to enter billed time. I don’t know why we would do work and not bill it. If we did, we would mark it not billable.Thanks.
Can you add more than one intake form and send multiple intake forms in the one email?
Is anyone else experiencing an issue when converting Leads to Matters where the Prospect becomes “Client 1” and there is a blank “Client 2” field, along with several other “!” and “2” fields for almost every information field in the Matter?We will have an estate planning Matter with Client 1 (prospect info) and Client 2 (blank). When I attempt to add a spouse in the Client 2 field, it will change Client 1 to Client 2 and then add a blank Client 3 field. All of the other fields have a 1 and 2 (Estate Details, Beneficiaries, etc), and when you fill one out, it messes up the whole matter. We are constantly having to delete matters and start over from scratch with the “Create New Matter” button.
We have recently set our budgets for each fee earner for the next 12 months.Other than the Estimated Annual Cost field in the staff tab of the firm details which won’t work for what we want to do, is there a spot that we can enter each fee earner’s budget, for that to be used in reports for how each fee earner is tracking in meeting that budget?
Hopefully we’re missing what is an existing feature, but when writing a blank letter, is there an automated way we can add “cc” contacts to the letter from the list of contacts already tied to the matter? See below as it doesn’t appear this option exists. It would be great to have this option, maybe in the form a new tab listing the contacts?At this point, we type-in relevant parties manually. We’ll somehow survive, but it would be nice to have SB do the work...
Timekeeper Rates have been set and applied to the matters but the timekeeper’s entries are showing “zero.” What is at issue?
For divorce matters (pre-decree), I am not seeing “debts” of the parties in the mapped fields. Am I missing something, or is it not in there? And if it is not a mapped field, how can I add it?
Hi thereThere is a new issue with SB billing.Email addresses entered on Company cards are not pulling through to Smokeball billing when emailing invoices. When emailing an Invoice via Smokeball Billing, no email address details are appearing and you have to manually add email addresses rather than email addresses pulling through from the company card. It has added a lot of time to September end of month processing.Individuals seem to be working ok only when there is one individual as the client. If there are multiple individual parties, the option to send an invoice separately to each party has been removed and all parties email addresses may not appear.
Individual matters used to have a billing summary widget on the right side, where you could see unbilled/unpaid totals. How can we get this back??
Already have an account? Login
No account yet? Register
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.