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June product update

Billing & Trust Accounting
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Forum|Forum|9 days ago

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Webinar - USA

Wed, Jul 29, 2026, 18:00

AI 101 with Thompson Reuters: Practical Uses and Ethical Considerations for AI

AI Flash Poll: What legal AI skill matters most?

Last week and the week before, our poll topics were about using AI even though it scares you. Several of you contributed responses, and it gave me a l...

Forum|Forum|4 days ago

60

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J

JohnBrowningContributor

General Q&A

Email tagging issues

Does anyone else experience issues with reply emails coming back and not showing tagging in Outlook? So, for example, email a client from Outlook, email is sent with SB tagging (meaning, i put the matter info in the box at bottom of the email). But,

Maddie JContributor

Matter Hold - Past Due

Is there a way to put a matter on hold because a client isn’t paying their bill?

MFDRegular

Latest Messages update and delayed message delivery, lingering notifications, and other issues.

I reviewed the Beta Release Notes for Version 9.19 but I don’t see anything in there related to the latest Messages update so I am curious if anyone else is experiencing similar issues or have similar feedback. While the latest update includes some g

HumaSmokeball Team

AI Flash Poll: What legal AI skill matters most?

Last week and the week before, our poll topics were about using AI even though it scares you. Several of you contributed responses, and it gave me a look at where some of our legal professionals’ comfort level is with legal AI right now. I’m interest

60

4 days ago

K

KevinWithaneContributor

General Q&A

Odella

Is there anyone using Odella here with Smokeball? Would love to learn about some use cases.

AMJContributor

Not all of my overdue tasks are appearing in my daily digest. Is anyone else having this problem?

I noticed that in two separate matters overdue tasks are not appearing in my daily digest. Overdue tasks from other matters are listed. Has anyone else encountered this problem? Any solution?

JLSprattContributor

New to Smokeball (yesterday!) so pulling my hair out a bit here. Long time DocuSign user and keeping that account while we try out InfoTrack. How do I delete a draft envelope? So simple in DocuSign and doesn’t appear to be an option but it must be .

Aarti AContributor

Hi SB communityI have just transitioned to Smokeball today. I have set up the activity fee and attached the hourly rates for each staff member. When i go to cost my time in time and fees, i am required to toggle between hours, fixed or units. Is ther

harleyridinContributor

General Q&A

Workflow to Stage

I would like to apply a different workflow to each individual matter stage. Is this possible? For instance, Intake stage would get an intake workflow, when moved to next stage, next stage would get the next stage’s workflow.

remleylawContributor

exporting templates and intake forms or where do i find in a file folder

I would like to download all of my template forms and intake forms in one place. Is there a way to do that?

Maddie JContributor

Matter Hold - Past Due

Is there a way to put a matter on hold because a client isn’t paying their bill?

MFDRegular

Latest Messages update and delayed message delivery, lingering notifications, and other issues.

I reviewed the Beta Release Notes for Version 9.19 but I don’t see anything in there related to the latest Messages update so I am curious if anyone else is experiencing similar issues or have similar feedback. While the latest update includes some g

HumaSmokeball Team

AI Flash Poll: What legal AI skill matters most?

Last week and the week before, our poll topics were about using AI even though it scares you. Several of you contributed responses, and it gave me a look at where some of our legal professionals’ comfort level is with legal AI right now. I’m interest

AMJContributor

Not all of my overdue tasks are appearing in my daily digest. Is anyone else having this problem?

I noticed that in two separate matters overdue tasks are not appearing in my daily digest. Overdue tasks from other matters are listed. Has anyone else encountered this problem? Any solution?

JLSprattContributor

New to Smokeball (yesterday!) so pulling my hair out a bit here. Long time DocuSign user and keeping that account while we try out InfoTrack. How do I delete a draft envelope? So simple in DocuSign and doesn’t appear to be an option but it must be .

Aarti AContributor

Hi SB communityI have just transitioned to Smokeball today. I have set up the activity fee and attached the hourly rates for each staff member. When i go to cost my time in time and fees, i am required to toggle between hours, fixed or units. Is ther

remleylawContributor

exporting templates and intake forms or where do i find in a file folder

I would like to download all of my template forms and intake forms in one place. Is there a way to do that?

mkkContributor

2 emails for 1 client - home and business - how to have only 1 populate emails

I work with many professionals in their professional capacity and also in their individual capacity. They have professional and personal emails.I do not see a way to add 2 different emails for the same contact and choose 1 as the primary to populate

LyddyPUPContributor

Multiple choice field

I have created a multiple choice field to insert text but I just need the choice to come in not do a whole lot of IF/ELSE/END IF. This is too cumbersome. Any suggestions. Eg my choices arediscretionaryunitestatetestamentaryso I just need the relev

PDillonContributor

any auto-notification to fee earners with conduct of post/mail scanned to matter?

Does SmokeBall have a function to notify solicitors who are tagged on a matter when a document is saved to it? Or some other function that might help notify them when documents dropped or posted to the office have been scanned to the matter? Occasion

211

10 days ago