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GeorgeSContributor

Precedent Fields

Some of the fields that are included in the Court documents do not appear in the list of fields available to choose from - for example, I am trying to create a document that refers to Applicant and Respondent in a Family Law matter. I can see in the

10

willohtreeContributor

NY -- Closing Statement & Real Estate Tax Adjustments

I’m looking for advice on how to better streamline the Closing Statement functionality in Smokeball.Right now, I still rely on my own Excel sheets to calculate adjustments in the way that’s customary for attorneys in my area (Long Island, NY; NYC).My

932

sbascheContributor

Billing an email or document after the fact

Is there a way to bill for emails sent after the fact? I have a bunch of emails in a matter that I forgot to assign to Smokeball and did a bulk assignment from Outlook. Is there any way to bill for those emails at this point? Similar question for Wo

50

sararyan000Contributor

Summary of Activity

How can I obtain a Summary of my activity since August 17 to present?

283

Sam KingSmokeball Team

Preventing duplicate contact creation and cleaning up duplicate contacts

Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want

1998

gorvalpartnersContributor

filtering options in leads and matters

can someone please advise if there is a way to filter the leads and matters by the type of matter. it seems odd that the system forces you to select this type at every turn but the filtering options in the list doesn’t have it as a field, am i doing

131

ChuckRegular

Integrations & Extensions

New Outlook / Smokeball Add-In pros and cons

There are a couple of old threads about the “New Outlook” and Smokeball, but since they have old information and some refer to very specific issues, I decided to start a new one. This is to help myself and perhaps others navigate the differences bet

13210

bburnsContributor

Emails saving to folder rather than dumping into the general folder

When I send an email message from a matter within Smokeball, the email dumps into the general email area (this is at the bottom where all files, favorites, documents etc… are). Is there a way to tell the program to save the email to a specific folde

281

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!

837

LizHContributor

Invoicing - Voiding a final invoice and creating a new one

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

90

GeorgeSContributor

Precedent Fields

Some of the fields that are included in the Court documents do not appear in the list of fields available to choose from - for example, I am trying to create a document that refers to Applicant and Respondent in a Family Law matter. I can see in the

10

willohtreeContributor

NY -- Closing Statement & Real Estate Tax Adjustments

I’m looking for advice on how to better streamline the Closing Statement functionality in Smokeball.Right now, I still rely on my own Excel sheets to calculate adjustments in the way that’s customary for attorneys in my area (Long Island, NY; NYC).My

932

sbascheContributor

Billing an email or document after the fact

Is there a way to bill for emails sent after the fact? I have a bunch of emails in a matter that I forgot to assign to Smokeball and did a bulk assignment from Outlook. Is there any way to bill for those emails at this point? Similar question for Wo

50

sararyan000Contributor

Summary of Activity

How can I obtain a Summary of my activity since August 17 to present?

283

Sam KingSmokeball Team

Preventing duplicate contact creation and cleaning up duplicate contacts

Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want

1998

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!

837

LizHContributor

Invoicing - Voiding a final invoice and creating a new one

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

90

VigitaContributor

Integrations & Extensions

Are there any alternatives to INFOTRACK/Trisearch?

The price for a title search is now $38 for my firm, I can get it from a third party provider for $22. Wanting to check out alternatives...

330

sararyan000Contributor

Edit Other Party name in Leads

How do I edit the Other Party name in an existing lead?

181

Miss MaryContributor

Foundations Lounge

Will Smokeball Calendar Court Dates with Triggers in Smokeball for Superior and Federal Courts

I need Smokeball to calendar triggered dates for various courts in California. For example, if I enter a trial date in Orange county will smokeball calendar all relative trial dates. Very important feature.

191

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