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ZachContributor

Smokeball ideas

Please make my fillable PDF intake sheet important data TO Smokeball fields.

I spent 35 mins. on the phone with someone, got all excited to make a Fillable Intake Form that saves to Smokeball and imports all the data into the fields. He walked me through it( after telling him what I needed) and come to find out… the information can only go the other way. I can only use Smokeball to fill documents but I cannot use Documents to fill Smokeball!!! PLEASE SOFTWARE DEV TEAM, LET ME USE MY FILLABLE PDF TO IMPORT DATA TO SMOKEBALL!

5 hours ago

Steph1104Contributor

General Q&A

Adding Claim Number to Reports

I need to run reports which show claim numbers. Under Reports, I can see all the matter numbers but we need to add claim numbers and there is no place to do that.

10 hours ago

MDollarContributor

General Q&A

Saving statement emails in matter

We are new in Smokeball. I sent out a large batch of bills to clients and copied myself on these emails. It was my understanding that these emails, when sent, would automatically be saved into the matters for the bill recipients. I am not seeing them. Do I need to do something in set up? Am I not looking in the correct place? Do they not save automatically?

13 hours ago

AJBattorneyContributor

General Q&A

Two-Way Automated Forms

Is there the ability to make a two way automated form? The Personal Injury Client Intake Form is a great way to get basic information but I want to be able to “talk” to Smokeball so the information from the Form is uploaded. I don’t want to have manually enter the responses from the client. We used to meet face-to-face with clients and input the info to our form while talking to the person. It would be great to email the client an intake form and upload the information when it was emailed back. Thanks in advance,Andrea

19 hours ago

JoeContributor

General Q&A

Amount & Date Sung

Is there a field in Smokeball that I would be able to use to automate the amount we are suing for as well as the date of the breach. For example: YOU ARE HEREBY SUMMONED to appear in the Civil Court of the City of New York, County of Richmond, at the office of the Clerk of the said Court at 1313 Mockingbird Lane, Anywhere U.S.A. 12345 , New York, in the County of Translyvania, City and State of New York, within the time provided by law as noted below and file your answer to the complaint with the Clerk: upon your failure to answer, judgment will be taken against you for the sum of ???????, with interest thereon from the ????????????????, together with the costs, disbursements and reasonable attorney’s fees in prosecution of this action.Where the question marks are, I would like for those to be inserted in various documents but come over from Smokeball.Thank you.

1 day ago

JoeContributor

General Q&A

Automation

How do I take a word like “demand” and have it automatically make it plural? For example, in the following document: PLEASE TAKE NOTICE, that pursuant to CPLR §3120(a), Plaintiff, BILLY RAY VALENTINE demands that Defendants', RANDOLPH DUKE and MORTIMER DUKE permit Plaintiff to read the crop report before it is released on the day of trading. ORPLEASE TAKE NOTICE, that pursuant to CPLR §3120(a), Plaintiff, BILLY RAY VALENTINE demands that Defendant, RANDOLPH DUKE permit Plaintiff to read the crop report before it is released on the day of trading.ORPLEASE TAKE NOTICE, that pursuant to CPLR §3120(a), Plaintiffs, BILLY RAY VALENTINE and LOUIS WINTHROP demands that Defendants, RANDOLPH DUKE and MORTIMER DUKE permit Plaintiff to read the crop report before it is released on the day of trading. ORPLEASE TAKE NOTICE, that pursuant to CPLR §3120(a), Plaintiffs, BILLY RAY VALENTINE and LOUIS WINTHROP demand that Defendant, RANDOLPH DUKE permit Plaintiff to read the crop report before it is rel

3 days ago

BeckyContributor

General Q&A

Staff Permissions

How do you all set up attorneys and staff as far as billing permissions?

6 days ago

Support JamesSmokeball Team

Community News

Steph1104Contributor

General Q&A

Adding Claim Number to Reports

I need to run reports which show claim numbers. Under Reports, I can see all the matter numbers but we need to add claim numbers and there is no place to do that.

10 hours ago

MDollarContributor

General Q&A

Saving statement emails in matter

13 hours ago

Joan Reed WilsonContributor

Smokeball ideas

Repeat Tasks

7 days ago

Bryanp9Contributor

General Q&A

File sharing between staff

Hi team, we usually share an excel tracking list or word file over google drive, where we can freely edit and update, just wonder if we have that function on Smokeball, that can share a folder between the staff

23 days ago

MaraBrooksContributor

General Q&A

Where do you input opposing counsel info?

Hi, I’m trying to find where you can input contact details and other information for opposing counsel in a case and I don’t see that option anywhere. It’s generally one of the first things you enter with case management software so I’m a little puzzled!

1 month ago

etorresRegular

General Q&A

Payment plans- failed payment

Hello! I recently started setting up payment plans on smokeball billing for the contacts. So far, I have set up maybe 3. I was reviewing one particular contact and notice that a payment had failed for a past month (November) . I did not get an email notifying me of the failed payment. Does anyone know if there is a setting where I can get an email with the details of failed payments for scheduled payment plans? Thanks!

1 month ago

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