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News

June product update

Billing & Trust Accounting
+ 4

Forum|Forum|2 days ago

700

Webinar - USA

Wed, Jul 29, 2026, 18:00

AI 101 with Thompson Reuters: Practical Uses and Ethical Considerations for AI

Congratulations to Smokeball's Beacon Award Winners!

Forum|Forum|3 days ago

40

Spark Agenda and Keynote Speaker Revealed! Early Bird Ends 8/31!

Forum|Forum|11 days ago

443

AI Flash Poll: "It's so helpful but it scares me"

I keep a prepared list of future polls for this AI Lounge that I rotate through, but the responses to last week’s poll gave me pause. It was so intere...

Forum|Forum|4 days ago

170

Thank you to The Legal Practice for our #1 Real Estate Law Software ranking!

Forum|Forum|9 days ago

120

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harleyridinContributor

General Q&A

Workflow to Stage

I would like to apply a different workflow to each individual matter stage. Is this possible? For instance, Intake stage would get an intake workflow, when moved to next stage, next stage would get the next stage’s workflow.

remleylawContributor

exporting templates and intake forms or where do i find in a file folder

I would like to download all of my template forms and intake forms in one place. Is there a way to do that?

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

364

M

1 day ago

JasmineSmokeball Team

Australian Updates & News

Legal Product Update July 2026 - New Succession Planning and Security of Payment Matter Types, Report Updates and More

The Legal Product team has had a busy last month with the release of 2 new matter types, the release of matter type improvements, updated rates and fees as well as a myriad of form and report updates. Let’s have a look at the highlights below! New M

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1 day ago

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Allison GrimleyContributor

General Q&A

Can Archie AI pull data from a file to complete a Notice of Accident Claim Form/Notice of Claim for Damages form?

I would like to use Archie to pull information from a file and fill in claim forms

LyddyPUPContributor

Multiple choice field

I have created a multiple choice field to insert text but I just need the choice to come in not do a whole lot of IF/ELSE/END IF. This is too cumbersome. Any suggestions. Eg my choices arediscretionaryunitestatetestamentaryso I just need the relev

Carolyn16txContributor

General Q&A

Billing Clients With Multiple Matters

I have a bunch of questions and will set up a Billing Q&A, but I thought that here I might be able to get a change for more suggestions, perhaps from someone who has a good workaround.I am a sole business transactional attorney. Many of my client

BenFrequent Scribe

How do you automatically add doctors information to medical record requests?

Hi folks, I had a great question from @Wendy Marroquin who’s new to running her firm with Smokeball. Welcome Wendy!I thought I would share her question with the community so that others can read the answer and benefit from it too. Here’s the question

1113

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2 days ago

adelehSmokeball Team

June product updateNews

This month's updates give your firm more control over the details that run through every matter, with fewer manual steps. New this month: view-only access to accounts and expenses, a larger lineup of AI models in Archie, bulk email saving in new Outl

PDillonContributor

any auto-notification to fee earners with conduct of post/mail scanned to matter?

Does SmokeBall have a function to notify solicitors who are tagged on a matter when a document is saved to it? Or some other function that might help notify them when documents dropped or posted to the office have been scanned to the matter? Occasion

remleylawContributor

exporting templates and intake forms or where do i find in a file folder

I would like to download all of my template forms and intake forms in one place. Is there a way to do that?

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

LyddyPUPContributor

Multiple choice field

I have created a multiple choice field to insert text but I just need the choice to come in not do a whole lot of IF/ELSE/END IF. This is too cumbersome. Any suggestions. Eg my choices arediscretionaryunitestatetestamentaryso I just need the relev

PDillonContributor

any auto-notification to fee earners with conduct of post/mail scanned to matter?

Does SmokeBall have a function to notify solicitors who are tagged on a matter when a document is saved to it? Or some other function that might help notify them when documents dropped or posted to the office have been scanned to the matter? Occasion

JLSprattContributor

New to Smokeball (yesterday!) so pulling my hair out a bit here. Long time DocuSign user and keeping that account while we try out InfoTrack. How do I delete a draft envelope? So simple in DocuSign and doesn’t appear to be an option but it must be .

161

3 days ago

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tstreteskyContributor

General Q&A

Time stamp on phone message

We have determined that it would be beneficial if we knew the time when clients called on our phone messages, especially for clients who call multiple times during the day. Is there currently a way that SB could generate a timestamp on a phone messag

JRulliContributor

Smokeball/LawPay Invoice Numbers

Hi! Does anyone else have this issue?When a client pays a Smokeball invoice using the payment link in the invoice email, the LawPay receipt shows a UUID instead of the Smokeball invoice number.The UUID isn't searchable in Smokeball, so it's useless

SminContributor

Attorney billed/received report

Hi, first time poster.I am looking for a report that will provide, per Attorney, how much money has been billed (invoiced), and the payment received.I’m looking to run this over a custom reporting period.The closest report I can find is ‘Ledger Expor

MOvertonContributor

A combined pdf outside of SB cannot be saved in SB without first saving it outside of SB.

A combined pdf outside of SB cannot be saved in SB without first saving it outside of SB. Why? Or is there a SB trick to accomplishing this elementary task?

MOvertonContributor

Default order of files in all folders

Hello.Is there a way to default all folders on my desktop app only, to automatically order the files from most recent on top?

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T

10 days ago