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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

2015

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

16113

jmcgrawlawContributor

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?

493

KK-WLFContributor

Introduce yourself

Hiring for a Missouri Associate Attorney

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

81

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?

161

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.

30

Jen MaGeeContributor

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

252

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

232

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

282

GeorgeSContributor

Precedent Fields

Some of the fields that are included in the Court documents do not appear in the list of fields available to choose from - for example, I am trying to create a document that refers to Applicant and Respondent in a Family Law matter. I can see in the

293

jmcgrawlawContributor

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?

493

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?

161

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.

30

Jen MaGeeContributor

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

252

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

232

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

282

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

1012

sararyan000Contributor

Summary of Activity

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

373

Sam KingSmokeball Team

Preventing duplicate contact creation and cleaning up duplicate contacts

Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want

2108

malvaranoContributor

Creating "master" client

We are new to smokeball and want to know if we have a client with multiple matters, is there a way to create the “master” client and then the various matters branch off of the same client? Hope this makes sense. Thank you!

1027

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