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Can I create phase codes for a matter so I can easily see the time spent on different categories of activity on the same matter?
We’re excited to announce a new feature that enhances your client intake process: the ability to book appointments directly through your custom intake forms. This update is now live on the Smokeball platform, and it’s designed to save you and your clients valuable time. What is it?You can now add an Appointment component to your custom intake forms, allowing clients to schedule appointments with specific staff members at pre-designated times. This feature not only helps prevent double bookings but also ensures that all scheduled appointments sync seamlessly with your staff members' Smokeball calendars for easy tracking. Why does it matter?Time is one of your most valuable resources, and even the simple act of scheduling an appointment can be time-consuming. With this new feature, both you and your clients can quickly and easily find a mutually convenient time, reducing the back-and-forth typically involved in scheduling. How does it work?Integrating the Appointment component into you
Welcome to the September Australian Legal Content Update. This has been a busy month as we’ve been releasing exciting new improvements across our existing NSW and QLD Personal Injury matters, as well as continuing our expansion into Tasmania with State-specific matter types. Let’s dive in to the highlights below, or check out the full list of this month’s updates here. Personal Injury Matter Type Improvements QueenslandThis month we released two highly requested updates for our Queensland Personal Injury matters. Where previously you could only act for the Claimant, the new changes are now as follows: For Public Liability: Ability to act for Respondent For Workers Compensation: Ability to act for Employer New South Wales For NSW, we have also updated the NSW Dust Disease matter type with the ability to choose to act for the Defendant: Further due to popular client feedback, the NSW Workers Injury Damages Matter and Lead types have been renamed to Work Injury Damages. New Matter Types
The recent Archie Fireside Chat was a perfect opportunity for clients to learn more and ask questions about Smokeball’s new AI matter assistant, Archie.Watch the Archie Fireside Chat recordingIf you couldn’t attend live, watch the on-demand recording to hear CEO Hunter Steele and attorney Jordan Turk discuss what Archie can help you do, give helpful tips, and share what’s coming next for Smokeball AI—in addition to answering dozens of your Archie questions!Top Archie Tips:Dive in & experiment! Practice prompting Treat it like an assistant Get creative with it!Additional Archie resources: Archie Prompt Writing guide Archie Support Articles Schedule an Archie Training Session
We have a potential witness we would like to connect with. He wont answer his phone unless he knows who it is, so i need to text him first. I dont have an email address for him so i can’t use the communicate option. I dont want to use my personal phone. Is there a way to send a text to him if i dont have his email? Thank you
We released Smokeball AI at the end of July, and the response has been overwhelming! We’re so glad you’re seeing the power and benefits of Archie, your AI matter assistant. In addition to this supercharged productivity tool, we’ve released several other key features in July and August: Appointment booking via intakeNow clients can schedule meetings with you directly through your custom intake forms. Streamline scheduling for your clients and avoid double booking! Document search improvementsYou can now preview documents from the advanced search tab to ensure you’ve selected the right one. Additionally, you can now advance filter by contact to search for a document across all matters a contact is part of. Interface updateTo improve speed and reliability, we’ve changed the user interface in Smokeball’s native desktop app. While this might initially affect how you navigate the software, these updates will boost performance and enhance your Smokeball experience. Billing updates Soft
Does Archie work on mobile devices?
Has anyone set up a Smokeball matter that is just a general office/administration file where you save correspondence and other docs that are not related to a specific matter? Does it throw out any of your reporting etc? Failing that, where do you house all this stuff?
I’ve had this happen on a couple of invoices. The client has money in trust, and it was applied to their invoice and have $0 due, but the invoice shows unpaid. How do I change that? I can’t pay it, because it’s $0 due. Thanks!
EASY report to do that several may need.I would like to print information on what is out there for Payment Plans …Specifically this time, I’m looking for a report of Failed Payments …But other Payment Plan reports would be good.
Is there a way to prepare a list of which matters have money in trust, and how much each has in trust. Not a full trust statement for all matters, or for individual matters.
Infotrack reports that Smokeball posts Infotrack expenses (filing fees and process service) under the [User] who submitted the expense. Our firm attributes expenses to the [Responsible Attorney]. As a result, our firm must correct each Infotrack entry from the [User] to the [Responsible Attorney] which is a never ending task. If your firm uses Infotrack then I would like to know how your firm handles the attribution of Expenses.
I have been having trouble with the matter details shuffling themselves around, on the right side. Even after moving Billing Details to the bottom, some how it gets back to the top, while Upcoming Events gets moved to the middle of the list. This has been happening more often. Is it possible to lock it in place as a default? It used to be an inconvenience, but it is not reach the point of being annoying. Thanks
When opening a new matter under the heading ‘insolvency’ it only gives you the option of ‘bankruptcy’ which relates to individuals. It would be great if you could add a second option of ‘liquidation’ which relates to companies - we do a lot of insolvency work for a companies and I have to delete the reference to ‘bankruptcy’ each time as it is not relevant.
We have recently set our budgets for each fee earner for the next 12 months.Other than the Estimated Annual Cost field in the staff tab of the firm details which won’t work for what we want to do, is there a spot that we can enter each fee earner’s budget, for that to be used in reports for how each fee earner is tracking in meeting that budget?
We find that if a Teams meeting invite conflicts with another event in SB, that outlook calendar appointment does not sync across to SB. [it took a bit of time to figure out the cause of appts that don’t sync]If there are two appointments in outlook (not Teams meetings) that conflict (or overlap) - they still sync over in SB Calendar regardless [this is great]I don’t know of any settings I can set in SB to counter this - has anyone else had this issue and found a workaround? One of our operatives in particular requires her Teams meetings on auto accept - which works fine of itself if there is no conflicting appt in SB Calendar - but the fact that it will not sync across to SB Calendar if there is a conflict is a real pain as I have instructed all staff that we are all to work in SB Calendar.Any suggestions/ideas??ThanksAnnie
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