General Q&A

I would like to allow staff to see their own activity under the Activity view, but not see other people’s. I can’t see a setting for this - is anyone able to assist?

Is there a way to automate appointments to send reminders to clients the day before their appointment? I see where you can set reminders for your office staff, but is there a way to automate reminders to the actual client for each appointment?

What is the best practices for the date field in templates?  Is it best to use MS Word, date, and have it un-checked for automatic updates?  Or  use Smokeball Document creation date, or Today - Current Date (for PDF)? The issue comes if the document was created, and date is populated, and saved.  If the document is opened at a later date or printed only to be viewed the date updates to the date of the printing or viewing.   

We are just going to move across to Smokeball in April. Anyone have any suggestions concerning the best way to walk through the transition from our old system to using Smokeball? Our areas of practice as property and private client matters.

As predicted, when we lost the autosave of invoice function last month, paralegal staff (who don’t have billing permission/access), now constantly ask for copies of invoices, ask if client X paid for A, B, or C, etc. They need this information to close estates, settle divorces, commence flat fee matters, etc.https://community.smokeball.com/general%2Dq%2Da%2D7/retiring%2Dautomatic%2Dinvoice%2Dsaving%2Dto%2Ddocument%2Dfolder%2Dnot%2Dgood%2D2999We’re still looking/waiting for the billing widget (available to all) to add a “paid” line, but is there some limited view-only access to the billing function we can enable for paralegal staff?  I don’t see it.  My understanding is that access billing is all or nothing. Should there be a limited access, best case it would be ‘view only’, not allowin

We’re exploring options to integrate a phone system with Smokeball. Ideally, we’d like call transcripts to automatically link to the appropriate matter when there’s a phone number match and be saved as a memo. We’re looking for the same functionality with text messaging.Can you share your experience with the available options? From what we’ve seen, RingCentral and VXT appear to be the main integrations, but it seems RingCentral may not currently support these capabilities. Are we understanding that correctly? 

I have learned that Infotrack no longer handles e-filing.  Is there any integration with other services???

I using infotrack all the time. It automatically makes all contacts associated with a matter available for inclusion. When my paralegal creates an info track e-signature document, she has to manually input email addresses and names - even for me. Is that normal and working as intended?

Has anyone used EDEXIS as an integration?  If so, what have you liked and disliked about it?

How do I add multiple PDFs to add bates label all at once?

I was hoping to  set up a Task with a recurrence similar to the way you can set a recurrence schedule with an Event. Is this a feature Smokeball has and I can not find? 

Hi I am trying to do bank reconciliation,  one of my transaction does not appear under the payments and receipts in Bank reconciliation. How can I fix this?   

When will the Outlook integration be available to all users?   The Outlook app is becoming almost unusable.  I know it has been in “Beta” for months, but honestly this is really becoming a problem.

I accidentally filed e-mails into the wrong matter. How do I change it to the correct matter?

A Smokeball representative shared a link with me for Smokeball Bill, which they mentioned is free for CLA members. The link prompted me to create an account, but now I’m trying to download the software to test it, and I can’t seem to find where to download it. Could someone please point me in the right direction? Thank you! **IGNORE! DELAYED EMAILS CAME THROUGH**

I know this topic has been asked elsewhere before in past years and so forth, but I was wondering if Smokeball had any update on future official compatability with ARM and if any Smokeball users could share their most recent experiences using Smokeball on ARM? Have any users run into any issues where there was a feature not working properly? I am excited because I know what held me back previously is that scanners weren’t ARM comptability with the Microsoft Pro first rolled out ARM, but ScanSnap has now pushed out compatability with a December 2025 update.

Hi Smokeball buddies,Has there been any discussion or requests to add a place in Smokeball for a client photo, similar to a Profile pic so to speak? Also was wondering if there could be a “mediator” field similar to how there are fields for judge, guardian. 

In the Smokeball training modules, there are various references to “precedents”. Can someone please confirm whether precedents are templates and/or if the precedent section and the TemplateLab are the same thing?   

Hello,I am trying to update our firm logo so that our new design is reflected on our invoices. I go to firm settings in billing and select “Edit Logo” I then click save and when I go to create a new invoice, our old design still pops us. 

Can someone please provide a specific explanation as to what the document containers are and what their purpose is? It would also be helpful if someone could provide some tips and best practices as to how to get the most use out of this tool. 

We are using the surcharge feature and are charging convenience charges to our clients for any type of payment that incurs an additional fee. However, we do not add the surcharge/convenience fee on top of the retainer payments since they’re so large, we just take it out on the back end. Is there a way to have Fee Wise or Smokeball pay automatically add that charge to the fees section of that respective client? Just like we would with InfoTrack charges?If that’s not a possibility, what is anyone else doing? Just manually add those fees to each individual client at the month’s end with the statement from Fee Wise? This is a bit tedious, especially since Fee Wise’s statement doesn’t list the client name, just the transaction ID.I would be curious to know what others are doing in this regard.

In a matter, when entering Medical Provider Invoices and amounts, is there a way to attach or link the invoice received (.pdf/jpg) etc stored in the matter?

Hi,Is there anyway you can create an auto filling due date within a precedent? I know I can include todays date or the document creation date but is there any way to create a precedent that auto fills in today + 7 days for example?Thanks

Is there any way to set a workflow so a task triggers after all previous tasks are completed?