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FunkytownFrequent Scribe

I’d like to print or save a PDF of my calendar and my task list on a weekly basis. Does anyone else keep a hard copy as a backup? Is there a good report or export option that could do both in one shot?

233

18 hours ago

AlishaSContributor

General Q&A

Video Playback with Smokeball Prosper+

How are you dealing with not having the video playback feature in smokeball Prosper+? Our firm works with large video files (1GB - 10GB each) and often need to review the videos for content. Downloading a video every time you want to view it takes a lot of time and delays work. Is this only an issue for our Michigan based personal injury firm? Any work arounds?

111

20 hours ago

Ben ArandaContributor

General Q&A

Starting with Smokeball and Outlook

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

141

22 hours ago

AMC AmandaContributor

General Q&A

Bulk client statements for all invoices and payments

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.

442

3 days ago

PecomanContributor

General Q&A

Transcribing Calls with Ringcentral

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

383

4 days ago

JasmineSmokeball Team

Australian Updates & News

Legal Content Update June 2025: Family Law Updates, New Liquidation and Administrative Review Tribunal Matter Types, and More

This has been another busy month for the Legal Product Team! We released a range of updates following the 10 June Family law changes, added a new Liquidation General matter type, updated a raft of other forms and precedents, as well as made a number of exciting changes to reports.Let’s dive into the highlights below or you can check out the full list here. Family Law Updates On 10 June 2025, significant reforms to the Family Law Act 1975 came into effect, following the passing of the Family Law Amendment Act 2024. Key updates include:making clear that the effect of family violence is a relevant consideration in determining the division of property and finances following breakdown of a relationship, including expressly capturing ‘economic or financial abuse’ within the definition of family violence. specifying the approach the family law courts will take when making decisions about the division of property. providing a new framework for determining ownership of the family pet in propert

1140

6 days ago

Michelle JenkynsSmokeball Team

General Q&A

New Intake Homepage Feedback

We have recently released the new Intake Homepage which is designed to help you manage your intake forms from one central location. As we plan the next round of improvements, we’d love to hear your thoughts!👉 Have you given it a try?👉 What’s working well?👉 Anything that could be improved or added? If you're interested in sharing your feedback, you can:✅ Reply to this post📧 Email me directly at michelle.jenkyns@smokeball.com.au📅 Book a time to chat via Zoom: Calendly Link Looking forward to hearing how we can keep improving this feature to make your workflow even easier!

210

8 days ago

JLLContributor

General Q&A

Adding pre-judgment interest to debt collection matters

Part of my practice is debt collection. The matter profile I use is under “Debt & Bankruptcy - Debt Collection.” When setting up the matter, I would like to include the principal judgment, as well as calculate ongoing interest. I don’t see any way to do this under “debt collection” or basically “pre-judgment” interest. This would be very helpful for me to glance at an information point and see exactly what amount the defendant debtor (not my client) owes at any given point, as well as use in forms and judgments. This is especially true for FDCPA debt. It seems this feature may be a thing outside of the US, and on “Post Judgment Debt Collection” but not where I really need it to be. Can anyone help advise if 1) I’m setting it up incorrectly or 2) confirm this is not a feature that exists (right now?) Simple case scenario, debtor fails to pay invoice due on 5/1/2024 for the principal amount of $10,000 and agreed to contract interest of 18% APR on default. Today is 5/20/25, I

514

13 days ago

AMC AmandaContributor

General Q&A

Interest charges on Unpaid Invoices with no further work

We have clients who we have ceased to act for that still have outstanding accounts. How can I send them a monthly invoice to charge them the interest on their outstanding account?At the moment the only way I can see it working is to charge them a $0.10 disbursement every month to trigger an invoice, charge interest on the overdue debt and then waive the $0.10 disbursement the next day so it doesn’t add to the balance.

514

14 days ago

BenHallLawContributor

General Q&A

Invoices not generating

Is anyone else having an issue of invoices not generating and them getting hung up? Or when you try to go through billing and a white screen loads? This has been happening on numerous computers and with multiple users. Restarts, logouts, clearing cache--doesn’t work.

131

14 days ago

Ben ArandaContributor

General Q&A

Starting with Smokeball and Outlook

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

141

22 hours ago

AMC AmandaContributor

General Q&A

Bulk client statements for all invoices and payments

442

3 days ago

BenHallLawContributor

General Q&A

Invoices not generating

131

14 days ago

StevenWContributor

General Q&A

Signatures in Archie-generated emails?

I use Archie to generate emails.Is it possible for these emails to automatically include my signature?I would like text with hyperlinks and an image ideally.

333

21 days ago

marianne rankinContributor

General Q&A

ADD LINK option in the Send Message to: window

Is the ADD LINK option in the Send Message to: window meant to be used by us to manually insert a link to a URL external to Smokeball, or how is it meant to be used?

283

21 days ago

LLPContributor

General Q&A

How to enter other party's assets in Application for Consent Orders

How do I enter the other party’s details, including their assets and liabilities, in the Application for Consent Orders precedent?I have entered my client’s information but cannot see how to enter the other party’s information to be able to complete the form and have the totals calculated automatically.

22 days ago

Chris HTContributor

General Q&A

Search Index

Time and time again I hit a brick wall when doing searches.I search for part of an email address, zero results in either name or content. Yet the same search filter yields results in MS Outlook. Why is your indexing so primitive??

261

23 days ago

JG3Frequent Scribe

General Q&A

Amount paid in billing widget

Churning since May 2023:Please add a "Paid" line in the billing widget that appears in regular old Smokeball (not Smokeball billing).For paralegals and others who would like to know if, say, a flat fee service was paid, seeing the paid amount would be immensely helpful and save a lot of time (and interaction with us on the billing side of the house).Yes, they could see the "$0.00" for unpaid or unbilled, but they may not know if the invoice was sent or not....and yeah, they can check the billing folder in the file to verify, but that's a PIA...I'm seeking to make it easier for all.On it’s face, it appears to be a rather easy upgrade. Thank you.

252

30 days ago

AMC AmandaContributor

General Q&A

Incorrect Bill sent and paid using trust

We have sent a bill to the client that had the rate changed to $0.00 incorrectly. We finalised with payments so it was completely covered by funds in trust. The payments were done as a bulk trust to office transfer. How can I unallocate the individual payment, amend the invoice and then re-allocate the payment against the new amount?

171

1 month ago

RSLGContributor

General Q&A

Uploading files to Smokeball via Zapier

I’m trying to setup a automated task when a new file is put into a folder in a SharePoint document library into Smokeball using Zapier. The folder has the matter number as the name. I can get Zapier to identify the matter number but I am unable to to then match the matter number to the matter id, which is needed to upload the file.The Smokeball integration only allows me to a find contact but not a matter.Any ideas.

381

1 month ago

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