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General Q&A

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647 Conversations
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Ben

started this topic

How to use Smokeball Q&A

Welcome to Smokeball Q&A! What is this category for?Whether you are just beginning to move your firm over to Smokeball or you’re a veter...

647 Conversations

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Smokeball AnonymousSmokeball Team

asked in General Q&A

Updating signatures for letters generated through Smokeball

Hi,My colleague’s title in his signature comes up as “Associates” – How do you remove the “s” at the end of the word?

271

1 year ago

Nicole MContributor

asked in General Q&A

Where an ask prefills multiple fields

Rookie question - I'm putting together a precedent guarantee and I need to insert the guarantor's name in 3 spots.If I put an ask in, the first field will work, but if I copy and paste it to the other two areas, the information doesn't pre-fill. Any suggestions?

221

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Error in Trust Payment

Hi,My physical trust account has contained $40 less than the records on Smokeball. I have located the error, I entered the incorrect payment made from Trust to a Barrister a few months ago.I can't see that there is any way I can fix this payment amount in the system to reflect the correct amount. Can you please advise?

PGriffinContributor

In the Income Allocation reports, is there any way to get the detail behind the fee numbers in both the Originating and Timekeeper sections? In other words, if it shows I have $40,000 in fees for this month as timekeeper, is there any way for me to see what that $40,000 is comprised of?

AllyContributor

If the case is closed and the client is still making payments and they get an invoice reminder every month, is there a way to show their monthly payment on the invoice reminder?

793

1 year ago

CarsenTaziContributor

asked in General Q&A

Can overdue tasks roll forward to today's schedule?

Is there a way to have overdue tasks (prior tasks that were not completed) roll forward so that they show up on the “Today” view? In the alternative, is there a way to show “overdue” tasks in the “Today” view?

301

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Change of address

Hello, We have changed some details and would like this updated on the precedents and letter head. Where do I go?

281

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Firm rebranding

Hello, We have rebranded, could you please assist me with updating smokeball? I would like the new letterhead to replace the current one and if possible to include the new rebranding into the smokeball photo.

291

1 year ago

GenerationLawJackieContributor

asked in General Q&A

Billing for matters that involve petitioning for fees

I’m wondering how to best utilize Smokeball billing for differentiating between invoices that need to be paid by the clients within the specified due date, versus ones that we can’t collect for that are subject to petitioning for fees. We currently have no way of tracking that in Smokeball from what I see. We use matter tags “Pay Now” or “Petition for Fees” and run reports each cycle for all matters, separate which can be sent to clients to collect, and which cannot until court approved. For invoice cover sheets, we also have resorted to using spreadsheets with manually entering customer addresses, as Smokeball does not allow us to choose between two separate billing cover sheets that would either request clients to pay now ,or let them know what they owe, but not until the court approves the fees. Are there more intuitive, and less time consuming ways of doing this each monthly billing cycle?

7611

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Precedents and formatting

Hello, All my correspondence letters and precedents turn into the wrong font when I open them. They are the correct font in the template. How do I change the rules and fix the styling?

682

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Trust Account balance issue

Hello, My trust isn’t balancing in Smokeball with my bank statement. My bank balance is $13,200 and the trust balance in Smokeball is $10,200. Any ideas on what I am missing?

371

1 year ago

MMMContributor

asked in General Q&A

Trust banner under transactions in some matters

One or two of our matters does not have the banner for Trust (transactions) appearing? Is this a set up issue? Has not happened with other files opened.

CindyLooContributor

Any help on setting up “Chinese walls” within Smokeball? Chinese walls are policies within law firms which would prevent me or a certain administrator from viewing certain files, to protect against a conflict of interest.

351

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

Help! I entered the wrong date of a trust payment.

I entered the wrong date of a trust payment - if I reverse it, will it make the reconciliation difficult?

CindyLooContributor

Smokeball AnonymousSmokeball Team

asked in General Q&A

Smokeball user signatures to be added

Hello, We need signatures added to the profiles for letters and other documents when we are the person responsible on a matter. I’ve had a look at the settings and can’t seem to find a way to do this ourselves?

581

1 year ago

amandaGoodBizContributor

asked in General Q&A

Monthly Repeating Tasks

Is there a way to set up monthly reminder for tasks like sending out bills? I have a list of tasks to do for just invoicing that I wish I could have a repeating reminder/task for. Is this already a feature?

271

1 year ago

bethmushinContributor

asked in General Q&A

Medical Records Widget

I have changed my dashboard to be able to track my discovery due dates and my medical document requests. However, i have requested some medical records today on various files that would be due in the next 30 days. These are not showing up on my widget. I have refreshed the widget and even closed out of SB and opened it again. Am I doing something wrong?

531

1 year ago

JordanContributor

asked in General Q&A

Leads -- declined clients

What do people label a lead where you decline representation? “Canceled”? “Closed”?

423

1 year ago

EmmaSmokeball Team

published in General Q&A

How do you make the most of your work-related phone calls?

Hi everyone, I would love to know how you are making and receiving the majority of your work-related phone calls these days! I know some lawyers have completely opted out of using physical devices, whereas others swear by them.

442

1 year ago

JillybeanstlContributor

asked in General Q&A

PRoblems updating Communicate App and question about SMS

Every time I open the Communicate app on my phone, it tells me that a new version of the app is available. I click “update” and it just takes me back to the app store and gives me the choice to open the app, which takes me back to the same place. Does anyone know another way to update? Also, if a person sends you an SMS in Communicate, does your response automatically go back to their SMS, or do you have to toggle the SMS button on every response to have it go to as SMS rather than email?

535

1 year ago

nilajafordContributor

posted in General Q&A

Calendar Integration Problems

Hello everyone! I am hoping someone may be able to help with this problem my staff and I keep running into. Initially, I had SB synced with my calendar, and as I hired a paralegal, I shared my calendar with our admin email. At first we had no problem both being able to create events on my calendar and assigning them to matters. One day events started popping up 3-4x on the calendar. Then somehow we fixed it (not sure how), but then soon after, only my paralegal was able to assign events on my calendar. Then today, I synced my calendar directly with SB again, and now events are popping up 4x. Does anyone know how to fix this? My staff and I both need to be able to access my calendar to create and assign events. Additionally, we tried putting events on the calendar in SB directly, and we found that my staff could see events on my calendar that were created in SB but I could not see them on my end. Anyone have any ideas??? Smokeball, please fix this integration so that both my staff and I

1652

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

How to do Trust to Office for multiple clients

Hello,I am trying to work out if I can write one cheque that will take all the amounts for say for example 6 clients. Can I do that?

633

1 year ago

Smokeball AnonymousSmokeball Team

asked in General Q&A

I cannot work out how to get trust accounting and Billing to generate receipts

Hello, How do I get trust accounting and Billing to generate receipts?

MollyContributor

I am new to Smokeball and I can’t seem to figure out how to undo my mistakes. I apparently bulk finalized all the bills before I even reviewed them. I need to undo them so I can make changes. I can’t find anywhere that says how to do that. I ended up reversing all the bulk payments assuming that would undo the final bills, but it did not. I then voided the bills that were “unpaid” or “overdue” but it won’t let me void the bills that say “paid.” Can anyone help me ASAP????

331

1 year ago

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