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Help others

AllisonContributor

asked in General Q&A

Editing documents

Is there a way you can “update” document if there is information missing eg: you open the probate affidavit and discover you are missing the occupation of the executor.If you fill in the card how can you repopulate the document rather than close and

10

adelehSmokeball Team

October product update

October product updateNews

Spend less time on the admin that repeats across your emails, matters, and Intake forms – with more of your classic Outlook add-in features in new Outlook, matter access controls in the web app, automatic form reminders and more. Read on to see what’

614

MSINDCRegular

asked in General Q&A

How to Make Pleadings Open Using Pleading Paper

I used Archie to draft a simple motion. (Thanks, Archie!) I then asked it to create the motion (which Smokeball oddly refers to as a “form”) from the Archie draft. He was happy to do so! Great. But he did so using letterhead rather than pleading

735

JWagner323Contributor

asked in General Q&A

Multiple Questions

I have several questions: 1. Is there a chat box in real time that you can ask a question and get an answer fairly quickly without having to submit a question and then remember to go back and check for replies?Is there any way that Smokeball can

20

A

Anonymous

posted in General Q&A

Hotkeys and keyboard shortcuts - do you use them?

There’s been a few conversations here in the community about wanting to use keyboard shortcuts or hotkeys in Smokeball to quickly get something done without extra mouse clicks. For example, CTRL+S to save CTRL+F to find something are pretty common on

6435

HumaSmokeball Team

published in Behind the Scenes at Smokeball

Smokeball Behind the Scenes: Lunch & Learn with the Illinois Prison Project

Smokeball Behind the Scenes: Lunch & Learn with the Illinois Prison Project

November is a month where we in the US have gratitude and community on our minds as we reflect on the changing of the seasons and plan on spending time with family and friends around warm food and festive beverages. And while we know most of our atto

00

ChuckRegular

asked in Integrations & Extensions

New Outlook / Smokeball Add-In pros and cons

There are a couple of old threads about the “New Outlook” and Smokeball, but since they have old information and some refer to very specific issues, I decided to start a new one. This is to help myself and perhaps others navigate the differences bet

27916

michellejohnsonContributor

asked in General Q&A

Problems assigning an Outlook calendar event to a matter?

We are having trouble seeing tagged Outlook matters in the Events tab. I can only see events that I personally tag - I cannot see events that colleagues are tagging.

101

JoJoJoContributor

asked in General Q&A

Is there anyway that when a Message is received back into Smokeball that can also be sent by email? I receive too many notifications in a day and am missing messages

141

KatyContributor

asked in General Q&A

I have a couple of questions for which I’ve not been able to find answers.Is there a way to write off an invoice itself? We have a few clients who are just never going to pay what they owe and the attorneys don’t want to pursue it anymore. I don’t wa

6475

AllisonContributor

asked in General Q&A

Editing documents

Is there a way you can “update” document if there is information missing eg: you open the probate affidavit and discover you are missing the occupation of the executor.If you fill in the card how can you repopulate the document rather than close and

10

MSINDCRegular

asked in General Q&A

How to Make Pleadings Open Using Pleading Paper

I used Archie to draft a simple motion. (Thanks, Archie!) I then asked it to create the motion (which Smokeball oddly refers to as a “form”) from the Archie draft. He was happy to do so! Great. But he did so using letterhead rather than pleading

735

JWagner323Contributor

asked in General Q&A

Multiple Questions

I have several questions: 1. Is there a chat box in real time that you can ask a question and get an answer fairly quickly without having to submit a question and then remember to go back and check for replies?Is there any way that Smokeball can

20

michellejohnsonContributor

asked in General Q&A

Problems assigning an Outlook calendar event to a matter?

We are having trouble seeing tagged Outlook matters in the Events tab. I can only see events that I personally tag - I cannot see events that colleagues are tagging.

101

JoJoJoContributor

asked in General Q&A

Is there anyway that when a Message is received back into Smokeball that can also be sent by email? I receive too many notifications in a day and am missing messages

141

KatyContributor

asked in General Q&A

I have a couple of questions for which I’ve not been able to find answers.Is there a way to write off an invoice itself? We have a few clients who are just never going to pay what they owe and the attorneys don’t want to pursue it anymore. I don’t wa

6475

FunkytownFrequent Scribe

asked in General Q&A

For the past few days, I’ve had trouble with the “Combine PDF” feature...it stalls and fails to complete when combining 7 image files with a table of contents and page numbering. Anyone run into this?

832

VRoseContributor

asked in General Q&A

Safe Custody register (records of documents registered on Contacts, not for Matters)

I found the following article while looking for something else: https://support.smokeball.com/hc/en-au/articles/6112048755735-Using-the-Safe-Custody-register This is a really interesting feature. Is it available only for Australia? If so, is there a

1428

AllisonContributor

asked in General Q&A

Safe Custody register

Is there a way that you can print a copy of the deed register so the client can sign if they collect all documents .

241

Sam KingSmokeball Team

asked in General Q&A

Preventing duplicate contact creation and cleaning up duplicate contacts

Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want

28514

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