Recently active topics

How do I add to the folders in the contact section. I want to add court and judge contacts but do not see a way to do this.

Happy Wednesday, Smokeball Community! My name is Huma, and I am Smokeball’s newest Community Manager. I have been a lawyer licensed in the state of Illinois, practicing in both federal and state courts, since 2012. Most of that time was spent as a criminal defense attorney, followed up by federal and state clemency practice and advocacy as well as international diplomacy.  Smokeball is near and dear to my heart. As a former client, it saved me many hours and much stress in my past life as a litigator. I am excited to join the Community you all have built here and I hope to bring more value, laughter, learning, and whimsy to Smokeball’s backbone: you, our firms and legal practitioners.  The conversations you all have been leading show a cadre of diverse lawyers and practice groups interested in learning and sharing more about their practice areas, expanding their network with like-minded colleagues and firms, and helping Smokeball continue to be an innovative and responsive force that l

In a matter, when entering Medical Provider Invoices and amounts, is there a way to attach or link the invoice received (.pdf/jpg) etc stored in the matter?

Hi,Is there anyway you can create an auto filling due date within a precedent? I know I can include todays date or the document creation date but is there any way to create a precedent that auto fills in today + 7 days for example?Thanks

Hello Community! I am with a firm that is newly adopting Smokeball. We are still planning to use Tabs3 for the short term, while we get up to speed, and will likely be switching to Quickbooks later to make the time importing easier.In the short term, we will be exporting time entries from Smokeball (where all attorneys will be tracking their time) and then importing it into Tabs3, where we will do our billing and invoicing.Are there any other firms that currently do this? I would love to connect with you just to understand how to do this process smoothly and easily. Any tips would be appreciated.

Hello,I am trying to update our firm logo so that our new design is reflected on our invoices. I go to firm settings in billing and select “Edit Logo” I then click save and when I go to create a new invoice, our old design still pops us. 

We recently transitioned to Smokeball and need help some actions that don’t occur very often.  We had a client pay by credit card for two invoices. The clients transaction was cancelled.  How do we reverse the payment and return the invoice top unpaid status.

Is there a way to mark a calendar event as private in Smokeball?  

Is there a way to run an accounts receivable reporter per client? I need a list of Invoices (date and amount charged) and payments (date and amount paid), preferably with a balance due amount at the bottom, is that a thing?

I hope this reaches the UI/UX team eventually. The way the matter windows are set up is causing unnecessary frustration. Unless you are using a vertical monitor, the current layout makes no sense. The files tab floats over the matter details and can only be moved vertically. This makes it so you can’t really look at both the matter details and the files at the same time. You have to drag the files tab all the way to the bottom get a good look at the matter details or drag the files tab all the way up to get a good look at all the files.With the files tab dragged to the middle of the screen you can see only a few matter detail lines and files with out scrolling. Some of our older employees zoom in on their screens which makes this even worse as they can only see a few lines and files with out having to scroll. Not being able to simultaneously view the matter details and list of files is causing unnecessary frustration. . Simply having the matter details and files arranged side by side w

I have a WC case that has been going on for years that we get regular attorney fees for. I was told before to put them under transactions tab. At one point can I apply all those fees? Do I need to run out a bill and apply them or do they just sit there until we settle the case? 

Is there a way to get your appointments on the calendar to pop up on the screen (besides just the little red “1” at top of screen)?  So they are more or less an alert that you notice whether you are on the screen or not...or make a noise..anything!?

Is there a way to pop out the calendar in a separate window? Similar to the time and billing pop out? 

Hi community and support team,Are there any plans to open additional fields to the API? I would like to connect Smokeball client deposit transactions to the trust bank account in Xero.Currently, we manually create a contact and assign a general ledger account to each transaction in Xero. Is there a best practice process we should adopt?Thanks,Daniel