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malvaranoContributor

asked in General Q&A

Creating "master" client

We are new to smokeball and want to know if we have a client with multiple matters, is there a way to create the “master” client and then the various matters branch off of the same client? Hope this makes sense. Thank you!

1178

Anna SContributor

Client access to the client portal

Does the client still have access to the client portal messages and documents after their matter is closed?

151

1 day ago

T

TannerContributor

asked in General Q&A

Colorado Probate/Real Property Atty

Are there are any attorneys here in Colorado who handle probate or real estate matters? Have a Texas client going through probate with property in Colorado, and will likely need assistance with ancillary probate in Colorado and property deed.

284

PaigeAContributor

My Discovery Due Dates Widget

Why doesn’t the discovery disappear from your “My Discovery Due Dates” when it is completed? And how do you remove it manually? I have all of this discovery telling me it’s due when it’s already been completed. I wish it would go away once completed

70

JodiContributor

Besides inputting the information into the discovery details area - how is this helping us? What is it doing? It doesn’t notify us of anything. Can it notify us what is happening?

1214

P

1 day ago

JasmineSmokeball Team

published in Australian Updates & News

Legal Content Update October 2026: Body Corporate Levy Recovery now supports acting for Debtor, PEXA fee changes, Estate Administration improvements and More

Welcome to the October 2026 Legal Content update! This month we've expanded the QLD Body Corporate Levy Recovery matter type so firms can act for either side, updated Conveyancing matters to reflect PEXA's new participant fees, and improved data carr

100

1 day ago

H

HannahSeiler-HenkelsBakerContributor

asked in General Q&A

Widgets Notes

Hello all, we have been using the widgets notes to keep key information on client cases easily accessible but have realized that someone on our team (who cannot access the Smokeball app) isn’t seeing these notes because she has to use the browser ver

151

5 days ago

M

Monica K.Contributor

posted in General Q&A

Enlarge dashboard display?

I’m a new user.Is there a way to enlarge or zoom a dashboard for a visually impaired user? So far it looks like I can only add/remove items from my dashboard, but I cannot make the font larger or increase the contrast.Edited to add, I think the solu

2362

J

5 days ago

T

taniatuttleContributor

asked in General Q&A

Tasks from Email

Is there a way to create a task from an email? 95% of my tasks for myself and my staff come from email. Going back and forth can be a bit of a pain. There is a way to make tasks off of email for Outlook. Is there a way to create a task from an em

1395

M

6 days ago

P

patrickjanes89Contributor

asked in Introduce yourself

Choosing a reseller email marketing service for client communication

For firms using Smokeball, what should we consider when choosing a reseller email marketing service for client updates or newsletters? I came across SMTPmart while comparing options and would like to hear what features matter most. Has anyone used a

151

malvaranoContributor

Creating "master" client

We are new to smokeball and want to know if we have a client with multiple matters, is there a way to create the “master” client and then the various matters branch off of the same client? Hope this makes sense. Thank you!

1178

Anna SContributor

Client access to the client portal

Does the client still have access to the client portal messages and documents after their matter is closed?

151

1 day ago

T

TannerContributor

asked in General Q&A

Colorado Probate/Real Property Atty

Are there are any attorneys here in Colorado who handle probate or real estate matters? Have a Texas client going through probate with property in Colorado, and will likely need assistance with ancillary probate in Colorado and property deed.

284

PaigeAContributor

My Discovery Due Dates Widget

Why doesn’t the discovery disappear from your “My Discovery Due Dates” when it is completed? And how do you remove it manually? I have all of this discovery telling me it’s due when it’s already been completed. I wish it would go away once completed

70

JodiContributor

Besides inputting the information into the discovery details area - how is this helping us? What is it doing? It doesn’t notify us of anything. Can it notify us what is happening?

1214

P

1 day ago

H

HannahSeiler-HenkelsBakerContributor

asked in General Q&A

Widgets Notes

Hello all, we have been using the widgets notes to keep key information on client cases easily accessible but have realized that someone on our team (who cannot access the Smokeball app) isn’t seeing these notes because she has to use the browser ver

151

5 days ago

T

taniatuttleContributor

asked in General Q&A

Tasks from Email

Is there a way to create a task from an email? 95% of my tasks for myself and my staff come from email. Going back and forth can be a bit of a pain. There is a way to make tasks off of email for Outlook. Is there a way to create a task from an em

1395

M

6 days ago

P

patrickjanes89Contributor

asked in Introduce yourself

Choosing a reseller email marketing service for client communication

For firms using Smokeball, what should we consider when choosing a reseller email marketing service for client updates or newsletters? I came across SMTPmart while comparing options and would like to hear what features matter most. Has anyone used a

151

6 days ago

A

AMJContributor

asked in General Q&A

Archie error - "Archie cannot answer questions in .25 files"

I am trying to use Arche to summarize medical documents. There are 10 PDFs, all well within the Archie size limits & I keep getting the following message: Archie cannot answer questions in .25 files. Please choose another file.Any ideas what is

111

6 days ago

M

Marquardt2026Contributor

asked in General Q&A

Deleting a Memo Heading

I accidentally added a memo Heading I do not need, How can I delete this one, thanks

111

6 days ago