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Rene CalderonContributor

Exporting emails from a matter

I need to export a matter to dropbox. Is there a way I can select all emails saved in the matter without having to hold control, click each one?

MichaelBContributor

Search by Contractor or Public Adjuster

Is there a way to search all matters that have a certain public adjuster named?

Sara SultanCommunity Manager

Run your best firm

Set up Smokeball to suit you with these right-click tips

Smokeball is full of features designed to place what you need to run your best firm right at your fingertips. Each area of law, firm, and employee needs something different. That’s why we have so many great features and customizations accessible with a single right-click. 1) Matter list view By right-clicking on the matter list heading, you can choose the information you wish to see at a glance when opening the matter list. Learn more about organizing your matter list.2) Matter detailsAdd more information you have on a matter by right-clicking certain fields in the Matter Details, such as multiple contacts. 3) Matter documentsRight-clicking on a file in a matter will present you with a plethora of different actions you can take. From sending the file as an attachment to converting it to a PDF, you can access everything you need from one place.Learn more about organizing your matter files and documents. There’s many other places where right-click can do it’s magic in Smokeball. Is th

Childers LawContributor

New Matter for Existing Client

How do you open a new (2nd) matter for existing client?

Sam KingSmokeball Team

Leads, Referrals & Marketing Reporting

The product team at Smokeball is looking to improve the reporting capabilities and other features related to leads, referrals, and marketing analysis. Are there new reports you would like created or existing ones you would like amended? Do you have ideas regarding how to improve our leads, referrals tracking, or marketing information currently captured in the program? We want to hear from you!Respond to this post with any and all suggestions you might have. Thanks in advance!

zac.meyerCommunity Manager

How do You ask for a review of your firm from your clients?

With the year winding down, How do you ask for a review at the end of your matters when they reach their natural conclusion from your clients to ensure you have fresh reviews in 2022? Do you know there is a bunch of different ways you can use Smokeball to do this?Do you use workflows based off the matter closed date and templates pinned to that task in the workflow to do this as apart of your natural offboarding a matter process, ie closing out a hard file if it exists? Do you use the matter archiving report and go over it at your monthly meeting or when your run reports and look at the report to see what clients you would like to ask to give a review of your firm?Do you use matter stages, with two different stages at the end, one with a hey, thanks for enjoying our firm message if you didn't want a review, and another one asking for a review/ And if you do use this process, do you use the SMS text feature or have it send as a communicate message? Do you have a template to ask for revi

BCoughlinContributor

Exporting invoices into Xero

Is there a way to export our invoices from Smokeball into Xero?

slawContributor

1099 Reports

When I started using the operating check integration feature, my fields don’t populate correctly for 1099 reporting from Quickbooks Online. Anyone have a work around for this?

SimonContributor

matter title detail from title search

I understand that you can pre populate a matter with ordering a title search and title details will be entered into the matter automatically when the matter is create.Is there a way to create a matter and then order a title search afterwards and to have the title details auto filled in?

ShellGosContributor

Precedents- Wills

How do you create initial questions when opening a precedent- eg: choose one of two clients in the same matter. Alternatively, how do I make a copy of the original smokeball precedent with those questions already and create a personalised document.

MichaelBContributor

Search by Contractor or Public Adjuster

Is there a way to search all matters that have a certain public adjuster named?

Childers LawContributor

New Matter for Existing Client

How do you open a new (2nd) matter for existing client?

BCoughlinContributor

Exporting invoices into Xero

Is there a way to export our invoices from Smokeball into Xero?

SimonContributor

matter title detail from title search

I understand that you can pre populate a matter with ordering a title search and title details will be entered into the matter automatically when the matter is create.Is there a way to create a matter and then order a title search afterwards and to have the title details auto filled in?

ShellGosContributor

Precedents- Wills

How do you create initial questions when opening a precedent- eg: choose one of two clients in the same matter. Alternatively, how do I make a copy of the original smokeball precedent with those questions already and create a personalised document.

Clifton LurkisContributor

Abbreviations

How do I create abbreviations? For example, I would like to type in ‘MC’ and have it say “Minor’s Counsel.” “OPC” to convert to Opposing Counsel and so on.

Gail HContributor

Multiple Plaintiffs in PI Case

Our office is new to Smokeball. If we have a PI case, two clients in same accident (driver/passenger) do you all create one matter and have two plaintiffs or do you create two matters? Since they are both clients, we are trying to figure out the best way to handle this? Any help is appreciated.

jbrinserContributor

The water cooler

Just starting

My company has just recently signed up to switch to Smokeball. Anyone have any suggestions concerning the best way to walk through the transition from our old system to using Smokeball?

Bob_BEContributor

Text Messages

Does anyone know of software a client might use to take saved texts from their phone, and put that in a usable format to communicate through smokeball

Jake PaznerContributor

UI design causing frustration with less tech savvy employees.

I hope this reaches the UI/UX team eventually. The way the matter windows are set up is causing unnecessary frustration. Unless you are using a vertical monitor, the current layout makes no sense. The files tab floats over the matter details and can only be moved vertically. This makes it so you can’t really look at both the matter details and the files at the same time. You have to drag the files tab all the way to the bottom get a good look at the matter details or drag the files tab all the way up to get a good look at all the files.With the files tab dragged to the middle of the screen you can see only a few matter detail lines and files with out scrolling. Some of our older employees zoom in on their screens which makes this even worse as they can only see a few lines and files with out having to scroll. Not being able to simultaneously view the matter details and list of files is causing unnecessary frustration. . Simply having the matter details and files arranged side by side w

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