Meet Archie, your AI-powered matter assistant
Is there a way to disable or hide the working time field entry? It is creating confusion for our attorneys and errors in billing entries. We just want one box to enter billed time. I don’t know why we would do work and not bill it. If we did, we would mark it not billable.Thanks.
Discover enhanced features for Grow and Prosper users. Better email management, time tracking and automated document creation for increased efficiency. Hi everyone!We’re excited to share September’s updates for our Grow and Prosper users. These new features are all about helping you work efficiently, improve your productivity and streamline your workflows. Here’s what’s new:1. Tag emails with Smokeball in Outlook Region: GlobalWhat’s new:You can now see a dedicated "Smokeball" category when tagging emails in Outlook to a Smokeball matter. This feature is enabled by default but can be disabled in the settings.Why it matters:This feature helps you quickly identify which emails have been assigned to Smokeball matters. By utilizing this tagging option, at a glance, you’ll easily be able to see which emails have yet to be assigned – making email management a breeze. How it works:When composing or reviewing emails in Outlook, assign an email to a Smokeball matter. This will add the "Smok
What is it?Smokeball AI is a suite of powerful AI tools integrated into familiar features you already know and love. In this first release, you can now experience:Archie - the hero of Smokeball AI is available as an add-on for Grow and Prosper+ clients. This AI-powered matter assistant enhances matter productivity by answering queries and drafting correspondence and legal documents in real time. For example, Archie can draft an email response to a document from the other party highlighting specific challenges or scenarios. Intake - Now powered by Smokeball AI, this tool helps you build intake forms in moments so you can get the information you need more efficiently. Communicate - Now powered by Smokeball AI, you can get an instant summary of correspondence with clients and between staff. Get up to speed with any case in seconds. Why does it matter?Generative AI will revolutionize the legal profession. Smokeball AI helps you securely and easily adopt AI and embrace its benefits. By usin
Timekeeper Rates have been set and applied to the matters but the timekeeper’s entries are showing “zero.” What is at issue?
What is it? Meet Archie, your AI-powered matter assistant seamlessly integrated into Smokeball. It's like having everything you and your team know about your matter at your fingertips, ready share a summary, answer questions, and draft correspondence in seconds.Why does it matter? Staying on top of every detail takes time and is always better with a second pair of eyes. Archie steps in to streamline your matter management, freeing you up to focus on high-value tasks and the outcomes your client has hired you to achieve.How does it work?Open any matter in Smokeball Click on Archie to activate your AI assistant Ask Archie to summarize the matter, answer specific questions, or draft an email Review Archie's output, which includes source links for context Use Archie's document analysis to compare files or extract key insightsIt's that simple!Who gets it? Archie is available as an add-on to Grow and Prosper+ subscriptions.Want to know more? Dive deeper into Archie's capabilities in our supp
We released Smokeball AI at the end of July, and the response has been overwhelming! We’re so glad you’re seeing the power and benefits of Archie, your AI matter assistant. In addition to this supercharged productivity tool, we’ve released several other key features in July and August: Appointment booking via intakeNow clients can schedule meetings with you directly through your custom intake forms. Streamline scheduling for your clients and avoid double booking! Document search improvementsYou can now preview documents from the advanced search tab to ensure you’ve selected the right one. Additionally, you can now advance filter by contact to search for a document across all matters a contact is part of. Interface updateTo improve speed and reliability, we’ve changed the user interface in Smokeball’s native desktop app. While this might initially affect how you navigate the software, these updates will boost performance and enhance your Smokeball experience. Billing updates Soft
For divorce matters (pre-decree), I am not seeing “debts” of the parties in the mapped fields. Am I missing something, or is it not in there? And if it is not a mapped field, how can I add it?
Is anyone else experiencing an issue when converting Leads to Matters where the Prospect becomes “Client 1” and there is a blank “Client 2” field, along with several other “!” and “2” fields for almost every information field in the Matter?We will have an estate planning Matter with Client 1 (prospect info) and Client 2 (blank). When I attempt to add a spouse in the Client 2 field, it will change Client 1 to Client 2 and then add a blank Client 3 field. All of the other fields have a 1 and 2 (Estate Details, Beneficiaries, etc), and when you fill one out, it messes up the whole matter. We are constantly having to delete matters and start over from scratch with the “Create New Matter” button.
The new 9.2 release provides the ability to differentiate between “working” hours and “billing” hours, the latter only to appear on invoices. Fine. Appreciate the flexibility.However, when using Time Finder or when editing an entry made prior to the roll-out of this new feature, we have to REENTER the working hours box, as seen below outlined in red. It won’t let us just save what’s there. It’s an unnecessary time sink to do this across our practice.Is there a workaround? Are we the only ones frustrated by this?
Hi thereThere is a new issue with SB billing.Email addresses entered on Company cards are not pulling through to Smokeball billing when emailing invoices. When emailing an Invoice via Smokeball Billing, no email address details are appearing and you have to manually add email addresses rather than email addresses pulling through from the company card. It has added a lot of time to September end of month processing.Individuals seem to be working ok only when there is one individual as the client. If there are multiple individual parties, the option to send an invoice separately to each party has been removed and all parties email addresses may not appear.
Individual matters used to have a billing summary widget on the right side, where you could see unbilled/unpaid totals. How can we get this back??
Is there any future possibility/development of “layered” versioning of documents where, for example, we create a document, send it to another party, receive the redlined version back, and instead of saving the redlined version as a totally separate document, we save it as a new “version” of the same document that can all be kept together and it’s progress/history all tracked and updated? We are coming to Smokeball from NetDocuments and are trying to determine the best practice for managing “versions” of a single document, is there (or can there be) a way to keep those document “stacks” together instead of having to create different, separate documents? We understand we can right-click, properties and view/compare/restore the history of documents edited within Smokeball, but would like to be able to add to the history from external sources (i.e., a client sending back revisions). Thank you for any suggestions or feedback!
Hi!Has anyone found that matter stages are no longer working after the last update?On my matters the stages are there, but after the update all progress is lost and even when I have selected the relevant stage in a matter post update, when I go back into that matter, all progress is gone again, and no stages are selected.Anyone know how to fix this?
Since last update I am unable to scroll through my cases alphabetically. I have to choose a page number at botton of display. How do I get rid of that? Thank You.
Is it possible to delete or amend the Referrer details in a Matter? I would like to change mine after having done a deeper dive into where the referral came from
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