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Legal Content Update: Corporate Foundations, Filter Your Safe Custody Reports & More

Legal Content Update: Corporate Foundations, Filter Your Safe Custody Reports & More
Jasmine
Smokeball Team

We have been brewing up some handy new features for you in our legal content cauldron. Let's dive right in to see how these updates not only ease your workload but can also help boost your income.

 

Setting the Foundations: New “Corporate General” Matter type

Last month we branched out into the world of Corporate Law. Say hello to our new addition, "Corporate General". This matter type is simple catch-all full of the corporate specific fields we’ve mapped into Smokeball for you.

You could use this matter type as-is but it’s really there to help you get a head start as you build out your own custom workflows and processes for corporate matters run by your firm.

Intrigued? Just jump into the the Corporate category in New Matters: 

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New & Improved Reports

We've added a new report and polished up a couple more.

Matter - Turnaround Time

This newbie is designed to help you track how long it takes to complete a matter. The report gives you an at-a-glance view of the days between a matter's opening and closure so you can continue to dial in your team’s workflows. 

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Register of Files Opened

This report is specifically tailored to assist our legal eagles in NSW and VIC. It ensures you're up to snuff with the requirements under the Legal Profession Uniform General Rules 2015 and the Legal Profession Uniform Law (Part 4.6 section 93) to maintain a register of files opened. @Zehava  talked about this report in more detail here and would love you to test it out and share your feedback.


Safe Custody Reports - now in high and low volume versions

When dealing with a high volume of Safe Custody records, generating a report can be a challenge. Not anymore.

Safe Custody Full List

This version of the report allows you to generate a complete list of all your safe custody records.

Safe Custody - Filtered

You can now search and filter by Client Name and Packet Number. When searching for a Client Name, it's good practice to type at least 3 characters in the search box.

 

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A Big List of Small Changes

We've been busy making loads of little tweaks across a vast array of forms and precedents

Australia Wide

Our Medicare Forms section has been updated to improve clarity and ease of use. These include the Medicare Compensation Recovery - Third Party Authority and Medicare Compensation Recovery - Bank Account Details Collection forms.

Property

In Conveyancing, we've updated a number of essential forms in both NSW and QLD to keep you current. This includes forms such as the Change of Name (Form 10CN) in NSW and Claim for home or first home transfer duty concession in QLD.

Criminal

Our Criminal VIC users can now find the updated Case Initiation Notice - Defence in our County Court of VIC section, while our Employment users will find updated Waiver of Application Fee and Unfair Dismissal Application forms in the Federal Forms/Fair Work Commission section.

Family

For Family Law, we've updated an array of forms, including the Annexureto Proposed Consent Parenting Order (Current Case), Notice of Request to Inspect and Central Practice Direction - Family Law Case Management.

The updates continue in our release notes across a range of other matter types, including Estate Administration, Immigration, Litigation, Personal Injury, and Probate. 

Stay in touch

We hope these updates allow you to continue to streamline your workflows. If you’d like to be notified of future updates like this then don’t forget to join the Australian Updates & News lounge

Did you find this topic helpful?

Ben
  • Frequent Scribe
  • June 8, 2023

@Jasmine does the report on matter turnaround time factor in both days of a matter and days that the contact was a lead, or just the age of the specific matter?


  • Smokeball Team
  • June 8, 2023

We only consider matter duration for the "Matter - Turnaround Time" report. We don't include the duration for leads converted to matters. We could include that time as well in this report if that's useful?

If you are reading this and would like me to do this then please let me know in the replies below and I will have a look for you :) 


Hello. It would be useful for us to know how long the matter was a lead before it became a matter and then the length of the matter and the total. Thanks for your help.


Reply