With a focus on our Australian clients, this update includes new matter types, forms, and report improvements. Looking for something in particular? Just reply below and we’ll find it for you or read the full release notes for all the details.
New Category: Corporate Matters
After many requests; I'm pleased to announce that we are broadening our scope to cover Corporate matters. We’ll start the new category by launching our new Share Sale matter type as well as moving our existing Shareholder Agreement matter type to the new Corporate category.
New Matter type: Share Sale
Head over to our Support Hub to learn how to set up our first federal matter type in this area: Share Sale
Moved to corporate: Shareholder Agreement
The existing ‘Shareholder Agreement’ matter type has been moved from the Commercial Matter Category to the Corporate Matter Category. New or old, you’ll find and create Shareholder Agreement matters under the Corporate Matter Category in your main Smokeball screen.
We’re on standby to help with this change, just reply below or get in touch with our support team.
Personal Injury: Institutional Abuse and Worker’s Compensation
Institutional abuse
We've added an Institutional Abuse matter type for Victoria and South Australia.
Workers compensation
We also added the option to add “Independent Review Office” to your Worker’s Compensation (NSW) matter details. Simply select the option from the settings menu within your Matter (top right-hand corner).
Estate Planning: Advanced Care Directive (SA) Matter Type
An Advanced Care Directive (SA) Matter Type is now available in the Estate Planning area of law.
Form and Precedent Updates
Victorian clients can now choose between Word or PDF for the “Transfer of Land” form.
Property
For Queensland clients, we've added “Qld Titles Credit Card Payment Request” and “eConveyancing Mandate Exemption Request Form”.
Report Updates
The 'Matter-Summary List' report is now available to all clients, providing a comprehensive list of matters.
The Lead - Marketing Report now includes Referral Type and Matter Number columns.
That’s the highlights from the past month. Don’t forget to check out the full list of updates here or just reply below and we’ll help you find what you’re looking for.