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Hi 

I am wondering if anyone has figured out a way to easily add voice memo’s or handwritten notes from iPad/iPhone to a matter.

We came from Leap and  it was very simple to upload these straight to a matter from which ever app you were using on the iPad/iPhone. For example for a voice memo in the voice memo app you could just click share and the Leap app would come up as an option and once you clicked it, there would be a prompt were you entered the matter number and pressed save - job done. This was a similar experience for saving handwritten notes taken in the iPad notes app. In Smokeball  getting these documents to the file is a long process that involves saving the file in question from the relevant app to  the “Files” app then going into the matter on the Smokeball app and adding it as a file that way. 

Has anyone found an easier way to do this? 

@NLD the iOS Smokeball App change log in the App Store does not contain any feature updates, only bug fixes etc. The App could have some basic improvements to improve its usability:

  1. The ability to send documents to it directly from other apps as you indicate.
  2. The ability to choose softdialers like ring central for call out when selecting a phone number in the app.
  3. Interoperability between communicate and the main SB iOS app so that you can move between matters in communicate and the app. 

For my tastes I would also like to have a separate Leads app that provides a slick guided interface to follow up leads when I am on the go. Necessarily this would include the ability to merge contracts and send them for signature and to request payments. 
 

Perhaps 2025 could be the year the iOS app receives some feature updates. 


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