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JG3Frequent Scribe

Anyone else having issues with SB playing nice with MS Office?

Maybe we’re an outlier, but of late, MS Office (Word, Excel, etc.) doesn’t play nice with Smokeball. Maybe it was caused by a recent SB update or MS update, I don’t know, but it’s a recurring issue for at least the last 2 months. What do I mean? For example, Word will take an extended time to open when opening it with a saved SB file. Sometimes it will freeze. All the time, the program stays open even if you ‘save and close’ into SB. Similar issues with Excel.Reinstall, reboot didn’t fix it. SB tech support is still churning on this one.Just us or can anyone else commiserate?

181

3 hours ago

SheldonContributor

General Q&A

PDF's - saving after highlighting

sometimes after I have highlighted and/or edited a PDF which I opened from smokeball I cannot save it straight back to smokeball - I have to save it to my hard drive and then import it into smokeball and then delete the original file I opened.Does anyone else experience this issue?Is there a solution?Why does it happen?

164

3 hours ago

BenHallLawContributor

General Q&A

Single Client Multiple Matters Portal

I represent an agency that has multiple matters. We often have the same points of contact over the various matters. I am setting up my stages and want to automate some communication to the contact at the agency based on the stage of the case. How does SB handle a single “client” or person with multiple matters?

22 hours ago

Community ManagerCommunity Manager

Updates to Native Desktop AppNews

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

10145

1 day ago

mallorylarkbyContributor

General Q&A

Smokeball and New Outlook

Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?

78236

1 day ago

mmcfarlaneContributor

General Q&A

Creating Signature lines with multiple parties

I am having difficulty preparing signature lines for a lease when there are multiple individual tenants. I can get the name of the first tenant to populate, but not the second…. I cannot find the different fields for each tenant…Please help?

111

2 days ago

jmwirthContributor

General Q&A

Saving a letter opened from one matter to another matter while open

I frequently open a word document from one matter, edit it and otherwise change its content specific to another matter and then go to save it to the second matter, but the “save” and “save as” commands default to the matter from which it was opened and I cannot figure out how to exit the default destination so that the document can be saved directly to the second matter. I realize I should probably think ahead and copy the document to the second matter before opening it, but I usually don’t remember to do so until after the document is opened and the editing has begun. Is there a way to save a document once it’s been opened and edited to a matter that is not the one from which the document was opened?

KloseLawRegular

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

1186

5 days ago

jasonbContributor

General Q&A

Disable Working Time FIeld?

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.

10510

6 days ago

adelehSmokeball Team

Smokeball AI is here!

What is it?Smokeball AI is a suite of powerful AI tools integrated into familiar features you already know and love. In this first release, you can now experience:Archie - the hero of Smokeball AI is available as an add-on for Grow and Prosper+ clients. This AI-powered matter assistant enhances matter productivity by answering queries and drafting correspondence and legal documents in real time. For example, Archie can draft an email response to a document from the other party highlighting specific challenges or scenarios. Intake - Now powered by Smokeball AI, this tool helps you build intake forms in moments so you can get the information you need more efficiently. Communicate - Now powered by Smokeball AI, you can get an instant summary of correspondence with clients and between staff. Get up to speed with any case in seconds. Why does it matter?Generative AI will revolutionize the legal profession. Smokeball AI helps you securely and easily adopt AI and embrace its benefits. By usin

2865

7 days ago

JG3Frequent Scribe

General Q&A

Anyone else having issues with SB playing nice with MS Office?

181

3 hours ago

SheldonContributor

General Q&A

PDF's - saving after highlighting

164

3 hours ago

BenHallLawContributor

General Q&A

Single Client Multiple Matters Portal

22 hours ago

mmcfarlaneContributor

General Q&A

Creating Signature lines with multiple parties

KloseLawRegular

LeonieContributor

Signatures on letters

We have 3 signatures all of which appear on the letterhead when a letter is generated. In some instances, the name of one lawyer appears twice - as her own signature and as signature for another lawyer. Have attempted (ad nauseum!) to change the fields etc but precedent chooses to ignore us. How do we make sure that signatures appear as directed or otherwise only one signature (for the actual operator/owner/lawyer) comes across?

181

12 days ago

Wendy NContributor

General Q&A

Multiple Re:Lines within one matter

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……

161

13 days ago

Cath - PLQContributor

General Q&A

Address details on Joint cards not updating individual contact cards

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

372

14 days ago

Reckless_KellyContributor

General Q&A

Duplicating fields when converting from Lead to Matter

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.

ARendellContributor

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?

595

1 month ago

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