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Help others

A

Anonymous

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

6134

BrigbyContributor

Move time entries to another matter

SB support tells me I can’t move time entries in bulk to another matter - has anyone else had this issue. I have to go into every entry and change the matter number. I have $15k of time to move. 😥

895

KerrilHContributor

How do we locate our client success manager

Is there a quick way to find details for your individual client success manager

231

HumaSmokeball Team

What does "powering people law" mean to you?

By now you’ve no doubt seen the brand new gradient and logo that is part of our spiffy brand refresh. As we continue to grow and serve our firms, the refresh continues to orient us to our north star: making your difficult jobs as legal professionals

40

Natalie HContributor

LPA documents - watermark

HiI have produced LPA drafts through Smokeball which are in pdf format. I would like to add a ‘DRAFT’ watermark to the drafts - similar to word documents - does anyone know how to do this?TIA

593

adelehSmokeball Team

September product update

September product updateNews

Stay on top of your matters and documents without the manual work – from AI-powered document reviews guided by your firm's playbooks in Word to one-step PDF attachments in new Outlook. Here's what's new in September. Your documents, reviewed to your

390

Cheri BardinContributor

Viewing preferences and searchability

It would be great if Messages, Memos and Tasks would appear in a chronological order when looking at the history of the file. We uses all of those features, yet if it is not included in the All Files, it is impossible to see a chronological history o

313

ChuckRegular

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

21514

Travis PierceContributor

can we see who voided an invoice?

As per subject line, can we see who voided an invoice? I see who and when it was finalized and when voided but trying to figure out who did it...

382

Kevin-Intertidal-TechContributor

Integrations & Extensions

Intertidal Tech is sponsoring Spark US. Come and hear a Smokeball agent take a call.

Hi all. Kevin Stone here from Intertidal Tech. Some of you will know us as Family Law Voice, the voice AI integration in the Smokeball Marketplace. Same team, same integration, new name, and we now work with estate planning, probate and personal inju

190

BrigbyContributor

Move time entries to another matter

SB support tells me I can’t move time entries in bulk to another matter - has anyone else had this issue. I have to go into every entry and change the matter number. I have $15k of time to move. 😥

895

KerrilHContributor

How do we locate our client success manager

Is there a quick way to find details for your individual client success manager

231

Natalie HContributor

LPA documents - watermark

HiI have produced LPA drafts through Smokeball which are in pdf format. I would like to add a ‘DRAFT’ watermark to the drafts - similar to word documents - does anyone know how to do this?TIA

593

Travis PierceContributor

can we see who voided an invoice?

As per subject line, can we see who voided an invoice? I see who and when it was finalized and when voided but trying to figure out who did it...

382

gorvalpartnersContributor

how to close multiple leads at a time

is there an option to close multiple leads at a time, i do not use the in built form or intake but manually add leads into the file and via zapier. Is there a way to select a bulk action to close the leads rather that 1 by 1.

151

jmcgrawlawContributor

I have tried to begin using Smokeball but got frustrated several weeks ago. I came back today and found it even more difficult than I did in the spring. How can I learn how to use it?

703

LizHContributor

Invoicing - Voiding a final invoice and creating a new one

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

331

Jen MaGeeContributor

Is there a way to send out an email to all of the clients that are managed by one case manager?

432

Monica K.Contributor

Viewing and converting emails in SB - with the attachments?

I am in SB looking at a mess of emails imported from a thumb drive provided by client. Many have attachments, but I cannot view the attachments unless I click on each email. Is there a way attachments can be shown under the email? I was thought ma

432

sbascheContributor

Billing an email or document after the fact

Is there a way to bill for emails sent after the fact? I have a bunch of emails in a matter that I forgot to assign to Smokeball and did a bulk assignment from Outlook. Is there any way to bill for those emails at this point? Similar question for Wo

432

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