The Smokeball Community

G

gorvalpartnersContributor

how to close multiple leads at a time

is there an option to close multiple leads at a time, i do not use the in built form or intake but manually add leads into the file and via zapier. Is there a way to select a bulk action to close the leads rather that 1 by 1.

91

August product updateNews

adelehSmokeball Team

This month's updates give your firm more control over the work moving through every matter – from the form a lead fills in on your website, to the new clause Archie drafts directly in your Word document right where you ask. Keep reading to see what e

410

Integrations & Extensions

J

JKiblerSmokeball Genius

Power BI SB Connector Notes

The 9.4 changelog included a very small snippet about the creation of a Power BI connector for SB: Version 9.4 Release Notes – Smokeball Support Hub, The information available (Power BI Integration – Smokeball Support Hub) is minimally focused on est

2055

C

Integrations & Extensions

C

ChuckRegular

New Outlook / Smokeball Add-In pros and cons

There are a couple of old threads about the “New Outlook” and Smokeball, but since they have old information and some refer to very specific issues, I decided to start a new one. This is to help myself and perhaps others navigate the differences bet

16813

C

J

jmcgrawlawContributor

Starting

I have tried to begin using Smokeball but got frustrated several weeks ago. I came back today and found it even more difficult than I did in the spring. How can I learn how to use it?

543

Hiring for a Missouri Associate Attorney

K

KK-WLFContributor

Introduce yourself

Williams Law Firm is seeking an Associate Attorney with 3-5 years of experience to become a part of our team at Lake of the Ozarks!We have a broad and interesting base of clients and cases in real estate, business, estate / probate, and family law. W

101

L

LizHContributor

Invoicing - Voiding a final invoice and creating a new one

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

211

Jen MaGeeContributor

Is there a way to send out an email to all of the clients that are managed by one case manager?

292

3 days ago

T

Travis PierceContributor

can we see who voided an invoice?

As per subject line, can we see who voided an invoice? I see who and when it was finalized and when voided but trying to figure out who did it...

40

T

8 hours ago

G

gorvalpartnersContributor

how to close multiple leads at a time

is there an option to close multiple leads at a time, i do not use the in built form or intake but manually add leads into the file and via zapier. Is there a way to select a bulk action to close the leads rather that 1 by 1.

91

J

jmcgrawlawContributor

Starting

I have tried to begin using Smokeball but got frustrated several weeks ago. I came back today and found it even more difficult than I did in the spring. How can I learn how to use it?

543

L

LizHContributor

Invoicing - Voiding a final invoice and creating a new one

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

211

Jen MaGeeContributor

Is there a way to send out an email to all of the clients that are managed by one case manager?

292

3 days ago

M

Monica K.Contributor

Viewing and converting emails in SB - with the attachments?

I am in SB looking at a mess of emails imported from a thumb drive provided by client. Many have attachments, but I cannot view the attachments unless I click on each email. Is there a way attachments can be shown under the email? I was thought ma

262

sbascheContributor

Billing an email or document after the fact

Is there a way to bill for emails sent after the fact? I have a bunch of emails in a matter that I forgot to assign to Smokeball and did a bulk assignment from Outlook. Is there any way to bill for those emails at this point? Similar question for Wo

312

S

5 days ago

W

willohtreeContributor

NY -- Closing Statement & Real Estate Tax Adjustments

I’m looking for advice on how to better streamline the Closing Statement functionality in Smokeball.Right now, I still rely on my own Excel sheets to calculate adjustments in the way that’s customary for attorneys in my area (Long Island, NY; NYC).My

1022

G

9 days ago

S

sararyan000Contributor

Summary of Activity

How can I obtain a Summary of my activity since August 17 to present?

383

9 days ago

Sam KingSmokeball Team