Smokeball Community - Connect. Share. Learn.

It would be great if Messages, Memos and Tasks would appear in a chronological order when looking at the history of the file. We uses all of those features, yet if it is not included in the All Files, it is impossible to see a chronological history o

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7 hours ago

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ChuckRegular

Integrations & Extensions

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

18814

18 hours ago

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KerrilHContributor

General Q&A

How do we locate our client success manager

Is there a quick way to find details for your individual client success manager

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K

19 hours ago

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Travis PierceContributor

General Q&A

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...

222

patrickjanesBeginner

Choosing a Bulk Email Server Provider for Smokeball workflows

Reliable email delivery can make day-to-day legal workflows much easier to manage. I’m exploring options for handling client notifications, updates, and other email communications alongside Smokeball workflows. When comparing a Bulk Email Server Prov

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1 day ago

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Kevin-Intertidal-TechContributor

Integrations & Extensions

Intertidal Tech is sponsoring Spark US. Come and hear a Smokeball agent take a call.

Hi all. Kevin Stone here from Intertidal Tech. Some of you will know us as Family Law Voice, the voice AI integration in the Smokeball Marketplace. Same team, same integration, new name, and we now work with estate planning, probate and personal inju

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3 days ago

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JKiblerSmokeball Genius

Integrations & Extensions

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

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6 days ago

JasmineSmokeball Team

Australian Updates & News

Legal Content Update September 2026: New Body Corporate Levy Recovery and Protection & Care matter types, Form updates and More

Welcome to the September 2026 Legal Content update! This month we released two new Protection and Care matter types for WA, a new Body Corporate Levy Recovery matter type under QLD Litigation, and rolled out a number of matter and form improvements

170

7 days ago

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gorvalpartnersContributor

General Q&A

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.

101

8 days ago

adelehSmokeball Team

August product updateNews

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

900

8 days ago

K

KerrilHContributor

General Q&A

How do we locate our client success manager

Is there a quick way to find details for your individual client success manager

60

K

19 hours ago

T

Travis PierceContributor

General Q&A

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...

222

patrickjanesBeginner

Choosing a Bulk Email Server Provider for Smokeball workflows

Reliable email delivery can make day-to-day legal workflows much easier to manage. I’m exploring options for handling client notifications, updates, and other email communications alongside Smokeball workflows. When comparing a Bulk Email Server Prov

50

P

1 day ago

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gorvalpartnersContributor

General Q&A

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.

101

8 days ago

J

jmcgrawlawContributor

General Q&A

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?

623

9 days ago

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LizHContributor

General Q&A

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?

241

Jen MaGeeContributor

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

342

10 days ago

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Monica K.Contributor

General Q&A

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

282

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

352

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12 days ago

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willohtreeContributor

General Q&A

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

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15 days ago