Wisdom wanted: linking matters, tips for following up with 300+ clients, great reports and integrations to test

  • 18 May 2023
  • 0 replies
  • 92 views
Wisdom wanted: linking matters, tips for following up with 300+ clients, great reports and integrations to test
Userlevel 6
  • Community Manager
  • 179 replies

The more you can share, the faster we can tailor Smokeball to meet your needs. Here’s 5 conversations that could benefit from your insights. 

 



Efficiently Tracking Trust Replenishments: @KBT  is seeking ideas on how to efficiently track trust replenishments. With more than 300 clients to follow up on this is no easy task. Got some tips? You could make a big difference for KBT. 

 

New “Register of Files Opened” Report: @Zehava  from Smokeball invites you to try their new “Register of Files Opened” report. Which is built to help surface the right information for NSW and VIC lawyers subject to the Legal Profession Uniform General Rules 2015, We want to make this report as useful as possible so please share your feedback. 

 

Linking Matters in Smokeball: @Sam King  from Smokeball is exploring ways to link related matters. There’s a lot of data, files and other information that we can help you move between matters. Your insights will help ensure we focus on the right features for you first. 

 

Court Sync Pilot Project: @Emma  from Smokeball introduces a pilot project for Australian family lawyers to streamline the e-filing process. If you’re a family lawyer we’d love to hear from you! 

 

Engaging Users - Thoughts/Tips?: A lot of the people I talk to here are tech savvy and quickly get the hang of Smokeball. However some folks need a bit more help. That’s why @CRhine from Smokeball is seeking ideas to engage users to make the changeover process to Smokeball simpler. 

 


0 replies

Be the first to reply!

Reply