To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to

284

3 hours ago

KimSRLOContributor

General Q&A

InfoTrack using wrong sender name?

When I send an esignature request, it’s going out under someone else within the firm’s name using my email address. Other people in the firm who use it get emails addressed to themselves. How is it deciding what name to use?

71

4 hours ago

adelehSmokeball Team

July product updateNews

Keep your records accurate without the admin – from adjusting an issued invoice, to filing emails from Outlook mobile, to catching duplicate contacts before they're created. Keep reading to see what's new in July. Keep emails filed and matters moving

cetinscContributor

Limited Access to Reports for Bookkeeper?

We use a contracted bookkeeper who, in turn, uses Quickbooks Desktop. We are not sold on migrating to QB Online, having heard many horror stories and having a desktop file with over ten years of data. Does Smokeball have a limited access feature wh

273

T

1 day ago

kuhrichSmokeball Team

Run your best firm

Growing your business through client intake [CLE recap]

Did you know 87% of people will hire the first lawyer they reach? This is why smooth client intake is essential to your firm’s success. Attorney and Smokeball legal technology advisory Jordan Turk offers her insight on the client intake process in th

atharkhanRegular

Smokeball on Mac Update - February 2024

Since I receive messages about this topic sporadically, I just wanted to add some updates to the original post.Smokeball does work on an M (ARM) based Mac. I do not know whether this is because Microsoft have improved Windows 11’s X86 emulator, whet

LMC213Contributor

Managing Administrative Non BIllable Files

We are moving from an onsite server to the cloud, using SmokeBall for the cloud. Are others using SB to store their office administration files, e.g., administration, practice management, civic and social service, professional service (e.g.for state

321

6 days ago

A

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

442

7 days ago

T

Tigerbird1Contributor

Legal Learning

FeeWise

Is there a report to list what fees have been paid using FeeWise only

181

8 days ago

T

tstreteskyContributor

General Q&A

Smokeball closing on its own

Has anyone experienced Smokeball closing on its own. For example, working in a matter and then the program will just shut down? This has happened on two of our users multiple times and not sure why it would be doing this or how to fix/prevent it.

121

8 days ago

T

Tigerbird1Contributor

Integrations & Extensions

Why integrate smokeball to quickbooks

To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to

284

3 hours ago

KimSRLOContributor

General Q&A

InfoTrack using wrong sender name?

When I send an esignature request, it’s going out under someone else within the firm’s name using my email address. Other people in the firm who use it get emails addressed to themselves. How is it deciding what name to use?

cetinscContributor

Limited Access to Reports for Bookkeeper?

We use a contracted bookkeeper who, in turn, uses Quickbooks Desktop. We are not sold on migrating to QB Online, having heard many horror stories and having a desktop file with over ten years of data. Does Smokeball have a limited access feature wh

LMC213Contributor

Managing Administrative Non BIllable Files

We are moving from an onsite server to the cloud, using SmokeBall for the cloud. Are others using SB to store their office administration files, e.g., administration, practice management, civic and social service, professional service (e.g.for state

321

6 days ago

T

Tigerbird1Contributor

Legal Learning

FeeWise

Is there a report to list what fees have been paid using FeeWise only

181

8 days ago

T

tstreteskyContributor

General Q&A

Smokeball closing on its own

Has anyone experienced Smokeball closing on its own. For example, working in a matter and then the program will just shut down? This has happened on two of our users multiple times and not sure why it would be doing this or how to fix/prevent it.

CindyLooContributor

Real Estate MetLife Assistance

Hello, I am wondering if substantial amount of work was completed for a MetLife Real Estate matter, and that transaction cancelled, can the Attorney still bill MetLife for that work?

HumaSmokeball Team

AI Flash Poll: What is the most law-firm-coded AI behavior?

I was talking to some friends who I met in law school and through litigating, and some of them work for larger law firms who have been working on policies around AI. They were mostly just joking around about the current state of AI governance at thei

Maddie JContributor

Matter Hold - Past Due

Is there a way to put a matter on hold because a client isn’t paying their bill?

MFDRegular

Latest Messages update and delayed message delivery, lingering notifications, and other issues.

I reviewed the Beta Release Notes for Version 9.19 but I don’t see anything in there related to the latest Messages update so I am curious if anyone else is experiencing similar issues or have similar feedback. While the latest update includes some g

290

M

22 days ago