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Thu, Sep 17, 2026, 18:00

[Free CLE] Good Lawyers, Bad Mistakes: Ethics in Everyday Practice

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sararyan000Contributor

Edit Other Party name in Leads

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

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.

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!

Tigerbird1Contributor

US Updates & News

Income Allocation Report-- how to arrange by date of payment

I am trying to run a Income Allocation - Details report for a month period. When I run it, it organizes it in order of the client’s name. I prefer payment date, so I can more easily track with the bank. When I click the “Payment Date” heading it give

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

GarrettGContributor

Add Tasks to Calendar

Does anyone know how to add both a task and calendar at the same time?

adelehSmokeball Team

July product update

July product updateNews

Keep your records accurate without the admin – from adjusting an issued invoice, to filing emails from Outlook mobile, to catching duplicate contacts before they're created. Keep reading to see what's new in July. Keep emails filed and matters moving

JasmineSmokeball Team

Australian Updates & News

Legal Content Update August 2026 - New AML Reliance and QLD Strata Advice Matter Types, Updated WA Duty Calculator and More

Legal Content Update August 2026 - New AML Reliance and QLD Strata Advice Matter Types, Updated WA Duty Calculator and More

The Legal Product team has had a busy last month with the release of 2 new matter types, a number of matter type improvements, form updates, as well as several report updates. Let's have a look at the highlights below! New Matter Types We have relea

HumaSmokeball Team

[CLE Recap] Agentic AI for Lawyers: Risks, Ethics, and Opportunities

This Smokeball CLE webinar, presented by attorney Jordan Turk (Director of Education at Smokeball), tackled one of the most consequential shifts in legal technology: the move from generative AI to agentic AI, and what that means practically and ethic

Tigerbird1Contributor

Integrations & Extensions

Why integrate smokeball to quickbooks

To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to

sararyan000Contributor

Edit Other Party name in Leads

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

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.

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!

Tigerbird1Contributor

US Updates & News

Income Allocation Report-- how to arrange by date of payment

I am trying to run a Income Allocation - Details report for a month period. When I run it, it organizes it in order of the client’s name. I prefer payment date, so I can more easily track with the bank. When I click the “Payment Date” heading it give

GarrettGContributor

Add Tasks to Calendar

Does anyone know how to add both a task and calendar at the same time?

Tigerbird1Contributor

Integrations & Extensions

Why integrate smokeball to quickbooks

To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to

KimSRLOContributor

InfoTrack using wrong sender name?

When I send an esignature request, it’s going out under someone else within the firm’s name using my email address. Other people in the firm who use it get emails addressed to themselves. How is it deciding what name to use?

cetinscContributor

Limited Access to Reports for Bookkeeper?

We use a contracted bookkeeper who, in turn, uses Quickbooks Desktop. We are not sold on migrating to QB Online, having heard many horror stories and having a desktop file with over ten years of data. Does Smokeball have a limited access feature wh

LMC213Contributor

Managing Administrative Non BIllable Files

We are moving from an onsite server to the cloud, using SmokeBall for the cloud. Are others using SB to store their office administration files, e.g., administration, practice management, civic and social service, professional service (e.g.for state

Tigerbird1Contributor

Is there a report to list what fees have been paid using FeeWise only

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