Meet Archie, your AI-powered matter assistant
Is there a way to make ‘Child’ always come up in Matter Details (in all Estate Planning matters) without having to add it to each matter in Matter Settings?
Is there a way to add recurring time entry? Example, I have a monthly review of some documents/items outside SB.
Smokeball Developers, Is there any plan to update the desktop app search functionality now that you have implemented pagination (as opposed to infinite scrolling)? Something about that update changed the search functionality such that it is unable to pick out a term from more than one field of data. By way of example, please see the following four employment discrimination matters: Internal Reference: 1234; Client: Walmart; Type: Employment Compliance and Investigation; Description: Bob Smith Internal Reference: 5678; Client: Walmart; Type: Employment Compliance and Investigation; Description: Jane Doe Internal Reference: 9123; Client: Target; Type: Employment Compliance and Investigation; Description: Bob Smith Internal Reference: 4567; Client: Target; Type: Employment Compliance and Investigation; Description: Jane Doe In these examples, if I type “Walmart Bob Smith” into the desktop app search feature, I get zero matters as a result. If instead, I type “Bob Smith” into the desktop a
Hi, so I often use delay delivery on my emails in outlook if I’m working late or on weekends and want the email to go the next business day. But I have noticed that despite the email being generated from SB and tagged for the matter, when it sends, it doesn’t show up in the matter. The only way to get it showing is to untag and retag the matter in the email. Is there a way to fix this? Thanks
April Product update Split Bills with Ease: Introducing Split Billing for Prosper Users Available to: Prosper+ Users Regions: US, AU & UK We’re excited to announce Split Billing, now available exclusively to Smokeball Prosper users. With Split Billing, you can divide a single invoice between multiple debtors—either evenly or by percentage—giving you the flexibility to handle split billing scenarios with ease. Simply select debtors and choose preferred splitting method Split fees and costs between multiple clients on a single matter—improving transparency and simplifying compliance with court orders. This feature eliminates the manual work typically involved in dividing costs between debtors, saving time and reducing errors. Tracking payments is effortless too. Detailed reporting makes it easy to see who has paid, who hasn’t, and manage outstanding balances at a glance. Key benefits: Flexible Splitting: Divide invoices evenly or percentage to suit your matter requirements. Transparency:
We have a client who has a credit note on their account. The matter is now closed so we physically need to pay the credit note to the client. How is this done in smokeball? I can only find how to apply against invoices.
Hi is there an update on how smokeball is expected to run under emulation on the new copilot+ PC'S ro be released on 18th June 2024? Is there any workarounds if it's not running eg via the Web?
We’re excited to announce a new feature that enhances your client intake process: the ability to book appointments directly through your custom intake forms. This update is now live on the Smokeball platform, and it’s designed to save you and your clients valuable time. What is it? You can now add an Appointment component to your custom intake forms, allowing clients to schedule appointments with specific staff members at pre-designated times. This feature not only helps prevent double bookings but also ensures that all scheduled appointments sync seamlessly with your staff members' Smokeball calendars for easy tracking. Why does it matter? Time is one of your most valuable resources, and even the simple act of scheduling an appointment can be time-consuming. With this new feature, both you and your clients can quickly and easily find a mutually convenient time, reducing the back-and-forth typically involved in scheduling. How does it work? Integrating the Appointment component into yo
My boss wants to have just emails under the Email tab in each matter, but all of our folders for the matter show up there as well. Why is that? Is there a way to have the folders show up just under the Documents tab and not under every other tab as well?
I got a problem since last week or so, and the files I recieve from clients on the messages tab are not downloading to my computer. I don’t know if this is due to the updates on the app
I have looked but have not been able to find anything to answers my question. Is there a way to have a “knowledge base” of non-matter materials that Archie can access while in a matter. For example, The United States Sentencing Guidelines are 620 pages long in the PDF version. I would rather not add this document to every matter, but I would love to be able to access it while using Archie for case specific questions. This would go for the US Code and state criminal laws. Is this already a thing and I am simply missing it? Thanks Jim
Curious if Smokeball has set up anything re this new Hipaa attestation form. I was about to try to upload it into our system and try do it. Also wondering if anyone already did so and may have tips/advice.
I use Archie to generate emails. Is it possible for these emails to automatically include my signature? I would like text with hyperlinks and an image ideally.
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