Recently active topics

I can’t get the date to line up on Quickbooks checks that I print on Smokeball. I tried what Smokeball recommends with not using fit to and changing percentages but it makes it worse. I have a Canon printer. Can anyone help me? I’ve reached out to Smokeball on this issue a week ago and nobody responds to me, other than to tell me what I already tried and didn’t work. 

Does anyone have experience with using Lawmatics, HubSpot, Intaker, or another tool alongside Smokeball for lead follow-up and engagement? I’m looking for a solution to help automate lead outreach, and I would appreciate hearing about what others are using, what works well, and what to avoid.Thank you in advance!

How can I run a report showing open litigation files for an assigned attorney?

Techy question- I am trying to get dialed in on best practices for inbox management after  an email is linked to a matter… I have been deleting these messages but this causes some of the the emails, though apparently not all, to be under a deleted email tab in smokeball rather than the received tab. Is it better to start using the archive feature? If it matters I am on classic outlook still due to an issue in installing the add-in but plan to switch to new outlook when that is resolved.   

I hope everyone had a fantastic Memorial Day weekend! I cleaned a ton, had dinner followed by 5 hours of coffee at a delightful cafe that is part of the ever-expanding Yemeni coffeehouse industrial complex here in the US (rose pistachio milk cake!), went shoe shopping (I hate all of them now somehow so we must make some returns), cleaned more, and went to the movie theater to watch Is God Is, which I enjoyed. (If you say it three times fast it sounds like goddess.) I’ve got a busy week ahead of me, and I’m sure you do, too! I always tried to keep the week following Memorial Day light in my calendar, but we all know that the work always expands to fill the space you give it, so I’d usually end up with a hearing or two and some emergency motions due, and it’s like why did I do this to myself.  So let’s jump into our weekly poll! I’m curious to know what you currently think is the best use of AI in legal practice right now, in this unique moment of time. Said another way, how do you speci

Hi, Does anyone know how to change a matter from a person/individual to an organization/firm in a real estate matter? The matter is currently being changed from a Real Estate Buy matter to a Real Estate Sell matter, and I am trying to update the client entity accordingly.

I’d like to find a report showing the complete history of days in each stage to identify bottle necks. I want to see the beginning and ending dates for every stage for matters. Is this possible?

 Late start to the week! I was a guest of the National Restaurant Association’s big convention in Chicago last week because everyone should have a side quest (I used to consult for BigBeverage back in the day) so instead of getting everyone’s favorite poll up, I was drinking a plum kumquat mocktail and eating mini shawarmas while shoveling as many samples into my bag as the fantastic folks at the Tajin booth would let me. Here I am with my best friend, a large slice of pizza.Deep dish? Pan? Thin crust? the age old questions.But I’m back today, filled with za’atar crackers and cheesecake on a stick, for our weekly poll. For the two of you that respond and make it possible for me to truthfully say that I don’t just sit around and talk to myself all day, I’m glad you’re here and let’s get right to it. 

Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?

We utilize contingency fee billing in the employment and civil rights matter types.  we need to be able to keep track of the number of cases that we lose our investment in case expenses.  Is there a way to code a case as lost (no settlement) so that I can then pull the expenses into a report? (We would use a dashboard) 

Good afternoon all.I work with a criminal law firm. Just redoing our precedent letters, and I’ve become stuck on something. Two issues around the same thing. Firstly, in an outcome letter, I am wanting to enter charge details (charge name and date), and an outcome for each. I have a table in the document, with 2 columns, Charge and Outcome.What would be ideal would be for SB to insert each entry from the charge list on a separate row...is there any way to do this?I have been using a workaround, all the charges are inserted in the top cell, and I then cut/paste each into a separate row.Secondly, many our our client’s have multiple groups of charges, so we end up with Charge Details having multiple subentries (ie. Charge Details 1, Charge Details 2, etc). As above, the details I need to enter are, at least, Charge Name and Date. When they have a single group of charges this isn’t an issue, and I just used <<Charge Details/Charges List - Date Act Section Charge Names» which is perfe

Hello Friends! I am starting to create workflows for my personal injury practice. The standard ones that Smokeball already has didn’t function well for me. Wondering what processes you all have set up workflows for and how they’re functioning to help improve efficiencies and systems in your practice.  Looking forward to connecting and hearing from you! Faith

The only thing I can find in help is how to email a Trust receipt, but I want to email clients a receipt for when they have paid their invoice.

Hi thereWe have an issue where smokeball is being blocked by our Compliance policy which is configured to block non compliant devices, we can see in the logs that the device is blocked because the browser that smokeball users doesn't seem to be passing the device ID, or the location it is launching from to do the authentication is in the cloud(more likely)this is the error the end user receives when trying to connect their calendarthis is our compliance policy have tried to add Smokeball as an application exclusion - no gothis is the failure logand where the device info is not being passed  

   I was reading this story from Bob Ambrogi on LawSites today and it got me thinking about my own AI use now, and how I would have used it as a young attorney (more than a decade ago!). A survey highlighted that AI adoption is moving fast among lawyers and law firms, but that governance is still catching up. This shouldn’t come as a surprise to any of us - frankly, it feels like we are the governance as we make sure we use AI competently and ethically, like my friend Ellen talked about in her post. The research shows that many legal teams are already using legal AI for contracts, drafting, workflows, but they don’t really feel like they have strong visibility into what these AI agents are doing behind the scenes. Not ideal, since we have a responsibility to our clients and the profession to know. But it also sounds like growing pains with new tech: lots of experimentation, curiosity, and all of us collaboratively figuring out best practices.One takeaway I thought was really interestin

As it stands, what is your current comfort level with Legal AI? This can be any AI tool that you use for any kind of help with any legal work - Smokeball’s Archie AI, Claude, ChatGPT, any AI tools you use to triage calls for you, anything! And if you don’t use any Legal AI tools, let us know!  

Hello.  We are newer to Smokeball and I’m running into issues.  In our old system we tracked our various revenue streams (ex. city, county, state, etc.).  We had dashboards every month that would show us how much revenue was coming from each client type.  Categorizing them by Smokeball’s pre-configured matter types will not work for us because many of our client types don’t fall into those categories.  Does anyone else track their different revenue streams and if so, how do you do it in Smokeball?  It’s been a bit frustrating for us.

I can’t find information on whether we can delete messages from Outlook after they are tagged in  a matter.  Does that tag create a link to the email and therefore, we should not delete the original message? Thank you.  

Thank you to Smokeball for seeing some of my legal AI related content on socials and asking me to share some insights in their new Community Lounge for AI use. This is a topic that I am passionate about as a lawyer for 20 years who has seen the legal profession transform itself repeatedly during that time. When I started practicing, I used to send faxes. A lot has changed since then, and the biggest transformation is happening around us with the rise of artificial intelligence. AI has produced a variety of reactions in the legal world: excitement, suspicion, fear, curiosity. My own feelings toward legal AI use depends on the day. When I use it to simplify and automate my workflow (having it transcribe audio, or create the gist of an email to a client that I can then revise), I am excited, eager, and curious to explore more features. But when I see lawyers in the news being sanctioned for their AI use, I experience trepidation and sadness.In Illinois, our ARDC has put out guidance about