Recently active topics

I work with many professionals in their professional capacity and also in their individual capacity. They have professional and personal emails.I do not see a way to add 2 different emails for the same contact and choose 1 as the primary to populate the email dialogue window.What am I missing?

We have determined that it would be beneficial if we knew the time when clients called on our phone messages, especially for clients who call multiple times during the day. Is there currently a way that SB could generate a timestamp on a phone message or does anyone have any suggestions other than having staff manually put in the time within the message?

Does SmokeBall have a function to notify solicitors who are tagged on a matter when a document is saved to it? Or some other function that might help notify them when documents dropped or posted to the office have been scanned to the matter? Occasionally our filing clerks overlook messaging the solicitor when a document has arrived - potentially catastrophic if time senstive.

Hi!  Does anyone else have this issue?When a client pays a Smokeball invoice using the payment link in the invoice email, the LawPay receipt shows a UUID instead of the Smokeball invoice number.The UUID isn't searchable in Smokeball, so it's useless for finding the invoice or matter and makes reconciliation more difficult as sometimes it is a spouse or someone other than the client paying the bill and isn’t always obvious what matter the payment goes to. Smokeball's developers are currently reviewing this, but I'm curious whether this is affecting other firms.Does your LawPay receipt show the invoice number or a UUID? Have you found a workaround?Thanks!

Hi, first time poster.I am looking for a report that will provide, per Attorney, how much money has been billed (invoiced), and the payment received.I’m looking to run this over a custom reporting period.The closest report I can find is ‘Ledger Export’ (appears as Accounts Ledger) but this can only be per matter or contact.I would like this to run per Attorney.Any thoughts how to achieve this? Thanks in advance.

A combined pdf outside of SB cannot be saved in SB without first saving it outside of SB. Why? Or is there a SB trick to accomplishing this elementary task?

Hello.Is there a way to default all folders on my desktop app only, to automatically order the files from most recent on top?

Is there a hotkey for QuickSearch that can be used from anywhere in SB?Is there a hotkey for Save As?Is there a way to “Save as New Version” of a document when a document is received outside of SB?

I am having a look at New Outlook.  We have a number of shared mailboxes.  The Smokeball integration doesn’t appear to work with them.  Is there a way we can assign emails in shared mailboxes to matters? 

Has anyone used Zapier to integrate Smokeball and MailChimp? How has it worked for you? I am trying to use MailChimp to follow up with leads that haven’t engaged us *yet*. I would love to have different stages of our leads workflow trigger different email automations, but it doesn’t look like Smokeball supports those as triggers yet. Any idea on if/when we could anticipate that being added?

So my friend and colleague ​@EllenSemble (obviously a fellow Smokeball user) posted about her worst nightmare, that case out of MS where 2 lawyers on each side of the dispute used AI, it hallucinated, and all 4 were disqualified. ​@Monica K. mentioned in the discussion that happened in response to that post that she was working through adding AI language to her attorney/client agreements. I’m not sure if the state bars have agreed on this but this language really should be in every single fee agreement if AI is even minimally used in your practice. I know a lot of you use AI in your practice in different ways with different purposes, even though none of you will answer my polls in the AI Sidebar Lounge asking about what you use and how. (Rude.) Some of you use AI to do basic operational things and run reports about your firm, and that’s it. Some of you go a little further and use it for that, plus basic client communication, like emails or letters asking them to come in or review the a

My mom was an economist when I was growing up, so I’m well familiar with that old joke, if you put three economists in a room, you get four opinions. Same with us lawyers and our “it depends.” But the thing is, we are not always going to be on the same page with each other on things, and sometimes, I find I’m not even on the same page as myself. (It’s called nuance, darling!)Some days, I love legal AI. I can’t believe how much time it saved me, or how easy it was to verify its output in a fraction of the time it would take me to produce it from scratch. Some days I’m reading news articles about hallucinations and jobs and I’m less optimistic. And I think that’s normal and to be expected. We are watching entire systems be reshaped in real time, including and far beyond legal work. We are watching global economies shift and rearrange in active response, laws being formed proactively and reactively, and we are part of that as well. Some days we will be jazzed; some days we will be filled

When will Smokeball update the PEXA fee (VIC) in conveyancing matters? It is now $146.30

Back when I was a law student, I had a blog where I used to put up thrice-weekly posts of business casual outfits for young professionals (baby lawyers, interns, grad students) for under $100. This isn’t that, but sometimes I come across really cool things that suit my home office, or that my friends have in their offices, and I want to share so that we can all benefit. (Also, I’m only kidding, please go to therapy but also let’s talk about things to buy as the Horrors persist)If you have any recommendation, email me or direct message me here with the link and why you love it, and I’ll include your recs and shout you out! And if the suits in Finance agree, maybe I can do a monthly raffle of a small prize for a randomly selected contributor. And if you don’t contribute, I’ll just have to keep giving myself the hypothetical monthly small prize, and what’s the fun in that?As always, disclaimer: Neither I nor Smokeball are endorsing, guaranteeing, or taking responsibility for these product

As legal professionals, I know we all have the same determination to avoid disciplinary action. At least, I’m pretty sure that’s true of the Smokeball user base, since smart lawyers use Smokeball and all that. But with some folks, I guess you can’t be too sure.Disorderly Conduct is a series that I’ll be posting on alternating Wednesdays until some of my scandal-loving readers here decide they want to take it over. (It’s a post every other Wednesday about attorneys behaving badly! It might just be the most fun thing you write all week!) The purpose is not to make fun of attorneys. I don’t believe in kicking people when they’re down, nor do I believe in judgmental gossip for no purpose, no benefit. This series has very specific goals in mind, because we respect our lawyers and legal staff and, instead of wasting your time, we intend to provide something you find valuable, in addition to our product. I hope we can further refine and develop these goals in conversation, because we can defi

A big THANK YOU to all who participated in the Archie Bingo! This was just a fun little thing we spun up because who doesn’t love a silly little game to break up the monotony sometimes? Plus, one of my favorite sidequests that I have done over the years is heading to the VFW for chicken wings and a PBR, and to play bingo. Bob and Merle are trying to set up a bingo-fixing ring, I can feel it, but I can’t prove it 😤We didn’t expect the response we got to this little game and are glad everyone had fun. Winners have been contacted either by direct message here on Community, or via the email they used to submit their Bingo card. Please check your messages/inbox and we can get your prizes out to you!If you want to see more little games like this in the future, just hit the Like button here or reply in the comments. 

Folks:Does anyone know if there is a widget or something that would let me quickly view a contact’s phone number (and maybe address)?  If I want to call a client and I have that client’s Matter open, I can get their phone number but double-clicking on their name.  Their contact info appears and I can see the number.  But it is annoying because I always expect that if I just select it (i.e., click once), it will show the relevant info.  Oops, no, need to double-click.  So I double-click.  Wait a second or two--which is actually rather a long time--and then I see a screen full of information.Ideally, clicking once on the contact name (Client, opposing counsel, etc.) would show a static version of their data in the File Preview area of the screen, or as a pop-up box, but even better would be for key contact information for a Matter to always appear on the Matter form.  Is that something we could do (if this kind of function does not already exist)?Micah

I have to send out an invoice every month for one specific matter and I want to use the “reminder” feature to do so. Is there any way to set a recurring reminder every month without setting up an entire workflow for this specific task? 

Hi all, I’m still struggling to use the client portal in certain situations.  I may have a mental block and I worry some of the people on the other side of the client portal may have a similar issue.  This may be a result of my own inexperience, but here is the issue:It took some time to send clients documents through the message tab in the case, but I can do it and I feel explain reasonably well to people how they access it.  However, I have rarely sent non-clients (opposing counsel, opposing pro se people, collateral contacts within a case) documents securely using the message tab within the specific case.  When I have it typically courtesy copies of publicly accessible documents, but I always feel weird about that message essentially welcoming them to the “client portal” when they are not a client.  Once I had a pro se opposing party say they could not access their document because they were not a “client” even though I had specifically included her in a group message with other non

How do I add multiple PDFs to add bates label all at once?

Over in the AI Sidebar Lounge, we are having a discussion that grew out of this post about the 4 lawyers that were disqualified from a MS case for not catching AI hallucinations in their briefs. ​@Monica K. broached including AI disclosure language in attorney-client agreements, and wanted to see some examples. I put together this post with a lengthy example of possible language for your agreements as well as a relatively plain language version for your website, and I’m interested in hearing how you address this issue and why, and what language you use, if any. Join the discussion! Do you prefer plain language? Mine obviously isn’t that, so contribute yours! AI is not leaving the legal landscape anytime soon, and as lawyers we find ourselves in the unique position of being able to shape AI rules for ethics and competence in real time. While state bars are putting out some reactive guidance, there is a real need for subject matter experts for practicing lawyers who are in the thick of i