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adelehSmokeball Team

Take memos in moments, manage precedents your way & more

Here’s some handy new features that we’ve launched for you this month. Watch the video Make multiple memos in momentsOur new quick-add memo feature makes it easy to create a memo straight from the main menu of Smokeball. You can now take multiple memos at the same time and save them to a Matter when you’re ready. Manage your precedent templates in a way that works for your firmYou asked to be able to choose who is able to make changes to the precedent templates that are in your library. We've taken that feedback on board and given Firm Owners full control over who within your firm is able to change the precedent templates that are in your library. Have questions about permissions in Smokeball? Jump in to our ask an expert thread and get help with customising permissions for your firm. And there’s more...We’ve made many more improvements over the last month. Read all about all new features and fixes in our Support Hub. What do you think we should build for you next? Let us know in the

EmmaSmokeball Team

Are you a FamilyProperty user? Learn about new changes to the integration here

We have partnered with FamilyProperty to deeply integrate their powerful features within Smokeball*. It’s never been easier for Family Law professionals to support their clients, with the best solution out there. But don't take our word for it. See how it works in the video below! Watch the video Thanks for watching our update on our new FamilyProperty intergration. Learn more in the links below or type in a reply to talk to the team right now. Our new integration takes all the features you know and use on a daily basis in FamilyProperty and allows you to access them directly within the Smokeball desktop app. You can now: Send the FamilyProperty Questionnaire to clients from within Smokeball Sync important information captured in FamilyProperty or Smokeball between both systems Work on your FamilyProperty Balance Sheet or Parenting Calendar without leaving Smokeball Track time spent working in FamilyProperty Automatically save documents created in FamilyProperty back to SmokeballLearn

JontySimmonsContributor

Assigning Emails to Matters

Hi, Is there any way to add the option of where to automatically assign an email in a matter rather than directly to documents? We have a documents - correspondence - emails folder and it’s an absolute pain to have to go through each file manually, highlight all the emails in documents and then move to the specific folder.

ChuckRegular

Why are categories in the Community tab locked down

Why is it every time I attempt to post a new question to a category other than “General Q&A,” I am told that the “Category is not available for this user”? This is a serious disincentive to participate in the community discussions.

Jean SpillaneContributor

Reminders

How do i set up reminder on cal to pop up before the matter

StephenContributor

Probate - consulting

How to set up file for probate where client remains with another firm. Where we are just assisting as consultant. So our client is the head solicitor's firm and the executor remains the client of the head solicitor’s firm. Unable to do in Probate matter where executor is primary contact.

apageContributor

Emails associating with emails and multiple users

Hi Smokeball communityAre there any paralegals, secretaries, or personal assistants who have access to their solicitors emails. I am a personal assistant/admin for a law firm. I have my solicitors email added to my Outlook of which I filter emails and then move them to another folder for the solicitor to review. However, this is working for our firm except for it takes longer for the solicitor to access the email and it is associating within Smokeball twice, both from my SB user account and my solicitor’s SB user account, which in turn is affecting the billing process. Hoping someone has a fix please.Thanks in advance.Angie

BenCommunity Manager

Introduce yourself

Introduce Yourself Here- September 2022

Our community is now 3 months old! Wow, that went fast, thanks for stopping by! Here is our third introduce yourself here post. Take a moment to help us get to know you by answering these three questions- it only takes 3 minutes! What is a cause or purpose you deeply believe in? How do you get motivated for a difficult task? If you had a magic button on your desk to bring you whatever you wanted, what would it summon?How to reply Scroll down and click the orange reply button. Can’t reply?If you’re new here and can’t see the reply button- open your inbox and confirm your email first. I look forward to reading your answers!

StevenMAdlerContributor

Activity types

What are we losing (efficiency, reporting details, etc.) by not using Activity types?

LilRichContributor

Delete field codes

How do you delete field codes in word documents? When I trying to print envelopes, the field codes prevent me from just selecting one person - it grabs the entire group because its a automation field (parties). So frustrating!

JontySimmonsContributor

Assigning Emails to Matters

Hi, Is there any way to add the option of where to automatically assign an email in a matter rather than directly to documents? We have a documents - correspondence - emails folder and it’s an absolute pain to have to go through each file manually, highlight all the emails in documents and then move to the specific folder.

ChuckRegular

Why are categories in the Community tab locked down

Why is it every time I attempt to post a new question to a category other than “General Q&A,” I am told that the “Category is not available for this user”? This is a serious disincentive to participate in the community discussions.

Jean SpillaneContributor

Reminders

How do i set up reminder on cal to pop up before the matter

apageContributor

Emails associating with emails and multiple users

Hi Smokeball communityAre there any paralegals, secretaries, or personal assistants who have access to their solicitors emails. I am a personal assistant/admin for a law firm. I have my solicitors email added to my Outlook of which I filter emails and then move them to another folder for the solicitor to review. However, this is working for our firm except for it takes longer for the solicitor to access the email and it is associating within Smokeball twice, both from my SB user account and my solicitor’s SB user account, which in turn is affecting the billing process. Hoping someone has a fix please.Thanks in advance.Angie

LilRichContributor

Delete field codes

How do you delete field codes in word documents? When I trying to print envelopes, the field codes prevent me from just selecting one person - it grabs the entire group because its a automation field (parties). So frustrating!

HNLeonardContributor

Stamps.com

Has anyone submitted a request for there to be a stamps.com add-on/plug-in for Smokeball? If not, for those using Stamps.com, have you found a good way to integrate the address books and/or billing?Thanks!

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