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SB support tells me I can’t move time entries in bulk to another matter - has anyone else had this issue.  I have to go into every entry and change the matter number.   I have $15k of time to move.  😥

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

By now you’ve no doubt seen the brand new gradient and logo that is part of our spiffy brand refresh. As we continue to grow and serve our firms, the refresh continues to orient us to our north star: making your difficult jobs as legal professionals easier and more efficient, so you can focus on what really matters.“What really matters” is widely encompassing on purpose, of course, but if you know nothing about Smokeball, you know that we love getting granular and into the nitty gritty. We thought about this for many, many months, and across three whole continents, to boot. For us, what really matters is:the work you do for clients that leads to beneficial dispositions having time to connect with your clients being able to rest, so you can better keep devoting your best self to your family, friends, and community practicing securely and ethically continuing to learn (like from our CLEs!) so that you can keep refining your craft and growing as an attorney When we thought of all of that

HiI have produced LPA drafts through Smokeball which are in pdf format.  I would like to add a ‘DRAFT’ watermark to the drafts - similar to word documents - does anyone know how to do this?TIA 

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 of the file in one place.  Definitely makes use of memos and messages less enticing and less easy to use. They are also not searchable and should be.Often times a pull down menu is not alphabetized (ie running various reports) - understanding folks have different preferences, but there should always be an option for your preference to sort!

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 between Smokeball on the new outlook and the old one, given the fact that Microsoft now seems to be actively moving away from Classic Outlook such that it is now less functional than the new Outlook.Here is my summary of the differences between the Smokeball experience on the two Outlooks.  Please correct me and update me:Linking multiple emails to a matter:  You can now do this on both old and new outlook.  New outlook provides suggested matters to link prior to your beginning a search, making the process faster in many instances. Linking matters in mobile Outlook app:  This was never supported when using the classic Outlook plug-in.  It was a promised feature for the New Outlook Smokeball add-in, but it appears to have been abandoned. Linkin

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...

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 injury firms as well as family law.We're sponsoring Spark on 15 October at the Chicago Athletic Association and I'll be at the table all day. If you're going, come and put the agent through its paces: it answers the call, qualifies the caller, books the consultation, and writes the contact, matter and appointment into Smokeball. The part I like showing most is the callback. Fill in a web form on your phone and the agent rings you within 60 seconds.Marketplace listing: https://marketplace.smokeball.com/partners/intertidal-tech Spark tickets and agenda: https://bit.ly/SmokeballSpark2026

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 establishing the connection between SB and Power BI, a data visualization application. The article explains “Since Power BI reports can be highly complex, building custom reports and dashboards falls outside the scope of Smokeball Support.” Therefore, I would like to pool information here regarding this new resource on this thread.

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. 

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?

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. We also have a great team of attorneys who work together and support each other.This is a litigation-focused position. Experience with written discovery, taking and defending depositions, and trials is strongly preferred.A Missouri bar license and a valid driver's license are required.Competitive salary with room for advancement with good performance. Reasonable billable hour requirements. 401(k) matching and health insurance.More information on our firm is available on our website: williamslaw.usSubmit resumes and a cover letter to hiring@williamslaw.us

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?

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

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 maybe there was, but perhaps the problem is that these emails were imported and not created by me in my file or outlook integration.I was thrilled to see I could select the whole batch and make a single PDF, but it does not seem to capture the attachments when I do this.  I thought maybe that was because I cannot see them without opening the email.  It’s late, but hopefully someone understands what I am looking to do.  Perhaps a separate tool is needed?

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 Word documents.  Is there a way to bill for a document created after the fact? 

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 field for each in the Initiating Application, but that field does not exist in the list of fields when I am creating a precedent (I have started the precedent in Family Law - Property and Children).I seem to be able to copy and paste the field from the Initiating Application precedent, but that is not an efficient way to work.  Is there a list of where all fields can be found somewhere?

When I send an email message from a matter within Smokeball, the email dumps into the general email area (this is at the bottom where all files, favorites, documents etc… are).  Is there a way to tell the program to save the email to a specific folder within the email section of that area?

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 main challenges are: I can’t seem to change the calculation from 365 to 360 days (very minor issue) Smokeball’s rounding differs from local practice, so I end up having to calculate the adjustments separately and modify them manually. This defeats the purpose of being able to quickly balance with another attorney—bringing me right back to my customized Excel sheet. I haven’t found a way to create one fully functional Closing Statement without using multiple forms or manual edits. Ideally, I’d love to see more Smokeball template options for Closing Statements, Disbursement Sheets, and Net Funding Sheets (specific to New York and Upstate New York—though this may apply to other areas too). It would be great if these included a buyer/selle

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