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Is there a way to disable or hide the working time field entry? It is creating confusion for our attorneys and errors in billing entries. We just want one box to enter billed time. I don’t know why we would do work and not bill it. If we did, we would mark it not billable.Thanks.
We have been with SB for 2 years now, coming from Leap. I have liked some features better than features on Leap but unfortunately there are quite a few things that leave me wanting. I am in accounts and I access billing all day and one of the main issues I have (and biggest difference compared to Leap) in billing is recording “people” to receipts or payments. Leap was great, in that, when you click on the “from’ or “to” it would show a list of all relevant people connected to the matter first, then if you needed someone else you would search, the other issue related to this is that only first and last names come up and it’s very unforgiving. Unlike in the Smokeball application, where as, when you start typing names, a larger choice is shown, billing is extremely specific and if you have a space or . in the wrong place or you miss it, you have nothing show up. I have expressed my thoughts regarding this issue a couple of times now with SB. Just thought that I’d pop it on here again too.
Is anyone else experiencing an issue when converting Leads to Matters where the Prospect becomes “Client 1” and there is a blank “Client 2” field, along with several other “!” and “2” fields for almost every information field in the Matter?We will have an estate planning Matter with Client 1 (prospect info) and Client 2 (blank). When I attempt to add a spouse in the Client 2 field, it will change Client 1 to Client 2 and then add a blank Client 3 field. All of the other fields have a 1 and 2 (Estate Details, Beneficiaries, etc), and when you fill one out, it messes up the whole matter. We are constantly having to delete matters and start over from scratch with the “Create New Matter” button.
Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?
We released Smokeball AI at the end of July, and the response has been overwhelming! We’re so glad you’re seeing the power and benefits of Archie, your AI matter assistant. In addition to this supercharged productivity tool, we’ve released several other key features in July and August: Appointment booking via intakeNow clients can schedule meetings with you directly through your custom intake forms. Streamline scheduling for your clients and avoid double booking! Document search improvementsYou can now preview documents from the advanced search tab to ensure you’ve selected the right one. Additionally, you can now advance filter by contact to search for a document across all matters a contact is part of. Interface updateTo improve speed and reliability, we’ve changed the user interface in Smokeball’s native desktop app. While this might initially affect how you navigate the software, these updates will boost performance and enhance your Smokeball experience. Billing updates Soft
We have recently set our budgets for each fee earner for the next 12 months.Other than the Estimated Annual Cost field in the staff tab of the firm details which won’t work for what we want to do, is there a spot that we can enter each fee earner’s budget, for that to be used in reports for how each fee earner is tracking in meeting that budget?
AI to make intake faster and more accurate Online intake forms have transformed the way firms get vital information from prospects and clients quickly and easily - no more emailing files or interpreting handwritten forms. Back in July, we made building intake forms easier and quicker with the help of Smokeball AI. Now we’re taking it a step further with a brand new autofill feature (currently in BETA). What is it?With Smokeball AI, the intake process is now even smoother with the introduction of our Autofill Assistant. This feature offers two powerful ways to streamline information exchange between you and your clients. Autofill Assistant for Your Clients A simple toggle will allow your clients to upload relevant documents for Smokeball AI to scan and automatically pre-populate their intake form with relevant information. Clients just need to review the form, confirm the prefilled details, and fill in any missing information Autofill Assistant with Archie The Autofill A
This month’s updates include improvements across ACT Conveyancing matters, more WA-specific matter types and form updates. Let’s jump into the highlights or you can see the full list of updates here. ACT Conveyancing ACT Conveyancing Purchase and Conveyancing General matters now have a second tab available called Stamp Duty, Tax & Registration on the Conveyancing Details layout which provides the Stamp Duty calculator. Click here for more info. WA Matter Types Continuing our introduction of Western Australia-specific matter types, this month we also released the following WA-specific Estate Administration matter types:Estate Administration General Probate; and Letters of Administration Personal Injury Updates This month we continued to make improvements to the Personal Injury matter types across NSW, VIC and QLD, including the following:Adding additional fields to the MedicoLegal details sublayout across Personal Injury Matter types in VIC, QLD and NSW: We also added a number of
The only thing I can find in help is how to email a Trust receipt, but I want to email clients a receipt for when they have paid their invoice.
Hopefully we’re missing what is an existing feature, but when writing a blank letter, is there an automated way we can add “cc” contacts to the letter from the list of contacts already tied to the matter? See below as it doesn’t appear this option exists. It would be great to have this option, maybe in the form a new tab listing the contacts?At this point, we type-in relevant parties manually. We’ll somehow survive, but it would be nice to have SB do the work...
Timekeeper Rates have been set and applied to the matters but the timekeeper’s entries are showing “zero.” What is at issue?
For divorce matters (pre-decree), I am not seeing “debts” of the parties in the mapped fields. Am I missing something, or is it not in there? And if it is not a mapped field, how can I add it?
Hi thereThere is a new issue with SB billing.Email addresses entered on Company cards are not pulling through to Smokeball billing when emailing invoices. When emailing an Invoice via Smokeball Billing, no email address details are appearing and you have to manually add email addresses rather than email addresses pulling through from the company card. It has added a lot of time to September end of month processing.Individuals seem to be working ok only when there is one individual as the client. If there are multiple individual parties, the option to send an invoice separately to each party has been removed and all parties email addresses may not appear.
Individual matters used to have a billing summary widget on the right side, where you could see unbilled/unpaid totals. How can we get this back??
Is there any future possibility/development of “layered” versioning of documents where, for example, we create a document, send it to another party, receive the redlined version back, and instead of saving the redlined version as a totally separate document, we save it as a new “version” of the same document that can all be kept together and it’s progress/history all tracked and updated? We are coming to Smokeball from NetDocuments and are trying to determine the best practice for managing “versions” of a single document, is there (or can there be) a way to keep those document “stacks” together instead of having to create different, separate documents? We understand we can right-click, properties and view/compare/restore the history of documents edited within Smokeball, but would like to be able to add to the history from external sources (i.e., a client sending back revisions). Thank you for any suggestions or feedback!
Hi!Has anyone found that matter stages are no longer working after the last update?On my matters the stages are there, but after the update all progress is lost and even when I have selected the relevant stage in a matter post update, when I go back into that matter, all progress is gone again, and no stages are selected.Anyone know how to fix this?
Since last update I am unable to scroll through my cases alphabetically. I have to choose a page number at botton of display. How do I get rid of that? Thank You.
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