Overview | Community

Add Tasks to Calendar

Does anyone know how to add both a task and calendar at the same time?

malvaranoContributor

Creating "master" client

We are new to smokeball and want to know if we have a client with multiple matters, is there a way to create the “master” client and then the various matters branch off of the same client? Hope this makes sense. Thank you!

271

Australian Updates & News

JasmineSmokeball Team

Legal Content Update August 2026 - New AML Reliance and QLD Strata Advice Matter Types, Updated WA Duty Calculator and More

The Legal Product team has had a busy last month with the release of 2 new matter types, a number of matter type improvements, form updates, as well as several report updates. Let's have a look at the highlights below! New Matter Types We have relea

230

5 days ago

HumaSmokeball Team

Legal Learning

[CLE Recap] Agentic AI for Lawyers: Risks, Ethics, and Opportunities

This Smokeball CLE webinar, presented by attorney Jordan Turk (Director of Education at Smokeball), tackled one of the most consequential shifts in legal technology: the move from generative AI to agentic AI, and what that means practically and ethic

130

8 days ago

Tigerbird1Contributor

Integrations & Extensions

Why integrate smokeball to quickbooks

To those of you who integrate smokeball into quickbooks on the operating account why? Why not just link the actual bank account to quickbooks, code the revenue as fees and different expenses in the right accounts and be done. Our CPA says no need to

464

KimSRLOContributor

InfoTrack using wrong sender name?

When I send an esignature request, it’s going out under someone else within the firm’s name using my email address. Other people in the firm who use it get emails addressed to themselves. How is it deciding what name to use?

171

cetinscContributor

Limited Access to Reports for Bookkeeper?

We use a contracted bookkeeper who, in turn, uses Quickbooks Desktop. We are not sold on migrating to QB Online, having heard many horror stories and having a desktop file with over ten years of data. Does Smokeball have a limited access feature wh

433

10 days ago

kuhrichSmokeball Team

Run your best firm

Growing your business through client intake [CLE recap]

Did you know 87% of people will hire the first lawyer they reach? This is why smooth client intake is essential to your firm’s success. Attorney and Smokeball legal technology advisory Jordan Turk offers her insight on the client intake process in th

1341

12 days ago

ChuckRegular

Integrations & Extensions

New Outlook / Smokeball Add-In pros and cons

394

22 hours ago

GarrettGContributor

Add Tasks to Calendar

Does anyone know how to add both a task and calendar at the same time?

malvaranoContributor

Creating "master" client

271

Integrations & Extensions

Tigerbird1Contributor

Why integrate smokeball to quickbooks

464

KimSRLOContributor

InfoTrack using wrong sender name?

171

cetinscContributor

Limited Access to Reports for Bookkeeper?

433

10 days ago

LMC213Contributor

Managing Administrative Non BIllable Files

We are moving from an onsite server to the cloud, using SmokeBall for the cloud. Are others using SB to store their office administration files, e.g., administration, practice management, civic and social service, professional service (e.g.for state

391

16 days ago

Tigerbird1Contributor

Legal Learning

FeeWise

Is there a report to list what fees have been paid using FeeWise only

211

17 days ago

tstreteskyContributor

Smokeball closing on its own

Has anyone experienced Smokeball closing on its own. For example, working in a matter and then the program will just shut down? This has happened on two of our users multiple times and not sure why it would be doing this or how to fix/prevent it.

141

18 days ago

CindyLooContributor