The Smokeball Community

My Discovery Due Dates Widget

Why doesn’t the discovery disappear from your “My Discovery Due Dates” when it is completed? And how do you remove it manually? I have all of this discovery telling me it’s due when it’s already been completed. I wish it would go away once completed

203

mkkContributor

2 emails for 1 client - home and business - how to have only 1 populate emails

I work with many professionals in their professional capacity and also in their individual capacity. They have professional and personal emails.I do not see a way to add 2 different emails for the same contact and choose 1 as the primary to populate

915

R

10 hours ago

Sam KingSmokeball Team

asked in Run your best firm

New year, fresh start: automatically reset your matter number or internal reference in the new year

Tired of manually resetting your matter numbers/internal references every January? You don't have to anymore!You can now set the Auto-counter component of your matter numbering system to restart at 1 automatically at the start of each new calendar ye

211

4 days ago

taniatuttleContributor

Tasks from Email

Is there a way to create a task from an email? 95% of my tasks for myself and my staff come from email. Going back and forth can be a bit of a pain. There is a way to make tasks off of email for Outlook. Is there a way to create a task from an em

1516

5 days ago

J

JemmagloyneContributor

Checking Smokeball Bot Message Notifications?

When we receive a message from the Smokeball Bot advising that a matter has reached a certain percentage, do we also receive a notification/alert for that message, or do we need to go directly into the matter's Messages section to check whether any m

40

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!

1348

Anna SContributor

Client access to the client portal

Does the client still have access to the client portal messages and documents after their matter is closed?

151

TannerContributor

Colorado Probate/Real Property Atty

Are there are any attorneys here in Colorado who handle probate or real estate matters? Have a Texas client going through probate with property in Colorado, and will likely need assistance with ancillary probate in Colorado and property deed.

284

JodiContributor

Besides inputting the information into the discovery details area - how is this helping us? What is it doing? It doesn’t notify us of anything. Can it notify us what is happening?

1224

P

published in Australian Updates & News

JasmineSmokeball Team

Legal Content Update October 2026: Body Corporate Levy Recovery now supports acting for Debtor, PEXA fee changes, Estate Administration improvements and More

Welcome to the October 2026 Legal Content update! This month we've expanded the QLD Body Corporate Levy Recovery matter type so firms can act for either side, updated Conveyancing matters to reflect PEXA's new participant fees, and improved data carr

120

PaigeAContributor

My Discovery Due Dates Widget

Why doesn’t the discovery disappear from your “My Discovery Due Dates” when it is completed? And how do you remove it manually? I have all of this discovery telling me it’s due when it’s already been completed. I wish it would go away once completed

203

mkkContributor

2 emails for 1 client - home and business - how to have only 1 populate emails

I work with many professionals in their professional capacity and also in their individual capacity. They have professional and personal emails.I do not see a way to add 2 different emails for the same contact and choose 1 as the primary to populate

915

R

10 hours ago

Sam KingSmokeball Team

asked in Run your best firm

New year, fresh start: automatically reset your matter number or internal reference in the new year

Tired of manually resetting your matter numbers/internal references every January? You don't have to anymore!You can now set the Auto-counter component of your matter numbering system to restart at 1 automatically at the start of each new calendar ye

211

4 days ago

taniatuttleContributor

Tasks from Email

Is there a way to create a task from an email? 95% of my tasks for myself and my staff come from email. Going back and forth can be a bit of a pain. There is a way to make tasks off of email for Outlook. Is there a way to create a task from an em

1516

5 days ago

J

JemmagloyneContributor

Checking Smokeball Bot Message Notifications?

When we receive a message from the Smokeball Bot advising that a matter has reached a certain percentage, do we also receive a notification/alert for that message, or do we need to go directly into the matter's Messages section to check whether any m

40

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!

1348

Anna SContributor

Client access to the client portal

Does the client still have access to the client portal messages and documents after their matter is closed?

151

TannerContributor

Colorado Probate/Real Property Atty

Are there are any attorneys here in Colorado who handle probate or real estate matters? Have a Texas client going through probate with property in Colorado, and will likely need assistance with ancillary probate in Colorado and property deed.

284

JodiContributor

Besides inputting the information into the discovery details area - how is this helping us? What is it doing? It doesn’t notify us of anything. Can it notify us what is happening?

1224

P

H

HannahSeiler-HenkelsBakerContributor