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Hello. Being nice has gotten too expensive, and I want to implement surcharges for LawPay payments. I did my research, and decided on a strategy, but when I engaged LawPay, I was given the following feedback … Can anyone provide any hints, tips, or hacks to easily implement surcharges while using the Smokeball and LawPay integration? Thanks, all!
I wish to make a minor edit to our email that sends a trust receipt to a client. I know how to edit an email template, but I can only find invoice buttons, not the trust receipt button, as the support hub mentioned. See screenshot below:I would appreciate some assistance as the support hub explains how to edit the email sending trust receipts, but I don’t have the button for trust receipts, only invoices, invoice reminders, evergreen retainers and deposit requests. At the moment, we can email a trust receipt, but the email signs off with “Kind regards” and my name, but we want it to say “Yours faithfully” and then our firm name. Thank you!Nancy
All:Just started with Smokeball and was looking for an article or method to “sync” outlook with Matters.Can anyone provide any direction or information?Thanks….Ben
Smokeball appears to integrate with Docusign as shown here; https://www.smokeball.com/features/legal-efiling-electronic-signatures But I can’t find a way to integrate Docusign.Perhaps its only available through Infotrack (which is not available in my state).Help?
Is there a way to make it so Smokeball will stop auto filing emails into the root folder of a smokeball file? I want all emails allocated to a matter to be filed in a folder called “Emails” or “Correspondence” or something, but I can’t see the option? I might have matters with 100’s if not thousands of emails, and having to manually click and drag them out of the root file management folder is incredibly time consuming and prone to significant error. If they were auto filed into an “emails” sub-folder, this would save me about an hour a week I reckon - and also is FAR less prone to user error than the current method (I often click and drag non-emails into my self created email folder, or drag the emails into another folder by accident). This feels like a no brainer to me - am I just a duffer and can’t find the setting?
July’s Legal Content Update brings a suite of enhancements across multiple practice areas, including new matter types, refined layouts, updated rates and fees, and refreshed precedents. These updates are designed to streamline workflows and ensure compliance with the latest regulatory changes. New Matter Types This month we released one new matter as well as two new Lead Types: Insurance (NSW) (New Category) > “Insurance General” Matter Type: Designed to support handling of diverse insurance-related cases within New South Wales. Insurance (NSW) Lead; and Leasing > “Lease” Lead Type now available for all States. Matter Type Improvements NEW Conveyancing (WA) - Settlement Statement The highly- anticipated Settlement Statement for Western Australia is now live! Western Australia’s Purchase and Sale matter types now feature: New Settlement Statement Layouts: New layouts for both Purchase and Sale matters to facilitate accurate settlement calculations. NEW Settlement Statement L
Our Firm currently uses the Microsoft 365 suite family and Smokeball. In the past my attorney has been able to synchronize his Outlook calendar with his calendar on Smokeball. Recently, in scheduling meetings for him using Smokeball, his Outlook calendar has not been syncing properly with Smokeball causing him to miss meetings with clients. Can you please advise as to how we can fix this issue? Thanks,Dorian Coehins
Is there a way to upload a pdf containing information about the case and have Smokeball automatically take that information from the pdf and place it into the case in the places it belongs? For example, if I upload a document explaining how a client was injured, can Smokeball take that information and populate it into the case details or into another document that would need that information?
How can you send statements to all of your clients at the end of the month. We have over 250 active clients that require a statement at the end of the month. To go in to every matter is not feasible. I need to send statements for multiple reasons, the main one though is to let the clients know how much interest is being charged on their overdue accounts. Especially for those clients who we no longer act for. I have tried the work around for this of adding a disbursement called interest charge for $0.00 so it calculates on the full outstanding value however the system will not finalise a $0.00 invoice.
I am new to Smokeball. I have Ringcentral as my telephone provider. I can get Ringcentral to record phone calls. I was told either Ringcentral or Smokeball could transcribe the recording and put it in the correct matter file. But I am having a lot of difficulty figuring out how to do this.Anyone conquer this challenge?Ross
Does anyone know of a way that you can see what dates future rate sets have been set up for and also is there a record kept of dates rate changes were applied?
Nobody in our office can get the Save to Smokeball feature to work. It rarely works, so I have been doing the “print to Smokeball” and that always works. The problem is that it is turns it all into a PDF when I sometimes want it to be a Word document. Anyone find a solution for this? Smokeball tech has “fixed” this problem with saving before but it always a very short term solution and back to not working in no time.
I am trying to do an electronic filing through my local register of deeds online filing platform, simplifile. How do I upload the deed that I created in smokeball? The document is saved in smokeball rather than on my computer server. When I go to upload the document I only have access to my computer server. I also tried to drag the file and I get the prompt that the file is not a supported file type even though it is a PDF.
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