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General Q&A

Have a question for the Smokeball community? Can't find what you're looking for? Ask it here!

  • 634 Conversations
  • 1,519 Replies
Ben
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...
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634 Conversations
Smokeball Anonymous
Smokeball Team
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?

451
J
1 year ago
C
CindyLooContributor
asked in General Q&A
Anyone have info?

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. 

231
J
1 year ago
Smokeball Anonymous
Smokeball Team
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?

561
Sara Sultan
Community Manager
1 year ago
A
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
Sara Sultan
Community Manager
1 year ago
B
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? 

501
Sara Sultan
Community Manager
1 year ago
J
JordanContributor
asked in General Q&A
Leads -- declined clients

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

423
B
1 year ago
Emma
Smokeball Team
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
J
1 year ago
J
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
Ben
1 year ago
N
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

1612
Javier Rodriguez
Smokeball Team
1 year ago
Smokeball Anonymous
Smokeball Team
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
Kalina
Smokeball Team
1 year ago
Smokeball Anonymous
Smokeball Team
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?

732
Kalina
Smokeball Team
1 year ago
M
MollyContributor
asked in General Q&A
HELPPP!

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????  

321
Melania
Smokeball Team
1 year ago
Joe
JoeContributor
asked in General Q&A
Dashboard Setup

Is there a way to customize Dashboard so I only see the files I am working on? As of now, in NEW MATTERS, I see files where I am not the assigned attorney. I would like to only see the files I am working on.Along these lines, on MATTERS WITH NO ACTIVITY, there are files here that have no activity for 2 years.  Two questions for this dashboard: 1. How do I view only the files assigned to me?; and 2. How do I remove these files that are over 2 years old?Thank you.

537
J
1 year ago
M
MartaHamrickContributor
asked in General Q&A
Billing Statements

Does smokeball produce a statement of account with payments and balances

998
Sara Sultan
Community Manager
1 year ago
C
cthorntonContributor
asked in General Q&A
Access Smokeball API

Hello,We are a Smokeball customer looking to integrate Smokeball to our systems for managing our corporate practice.  We would like to use the Smokeball API to accomplish this.  How can we gain access to the Smokeball API for our implementation?   The API documentation is here:  https://docs.smokeball.com/docs/api-docs/1e13a13124aee-introductionAny help is appreciated.Chris

862
J
1 year ago
P
PalyshContributor
asked in General Q&A
Help! I have totally screwed up our invoices today.

I accidently finalized but didn't use the “finalized with payments” tab to auto-allocate payments; then we tried doing the bulk trust payment, but didn't like the way it showed up on the invoices (invoices were still showing “Pay this amount” so we reversed the bulk payment,  however some invoices are still showing paid, when they actually aren’t paid.  We’ve already reversed the bulk payment so we can’t “reverse a payment on the individual invoice” so that we can just void it out and start over.  

854
J
1 year ago
J
JThieryContributor
asked in General Q&A
Question re client information issue

Why can’t I open an a client’s information to add an email address?  I double click on it and I have right-clicked and chose open client - but nothing happens and some little white box shows up in the upper left hand corner - 

262
Melania
Smokeball Team
1 year ago
M
Martha.lContributor
asked in General Q&A
First technical problem I have encountered

Hello, for some reason this morning, I am unable to open any of my SmokeBall matters, and I have shut everything down and restarted my desktop and there is no change.Is anyone else having this issue and/or does anyone know how to resolve it? Thanks very much.Still a new SB user in NMMartha Carpenter

402
Melania
Smokeball Team
1 year ago
M
MMMContributor
asked in General Q&A
Legal office - general disbursements - trust account

Hi,We are a medium sized suburban law firm. We have just installed smokeball. We have an old legal accounting system called B&C Legal which is not compatible with smokeball. It has been suggested we move across to xero. So far we have moved our payroll to xero, super etc. Our trust account has moved to Smokeball however, apparently, we need a separate xero package for our general account banking and our service account banking. Is this correct? Can anyone steer us in the right direction as how we instigate this.   

801
J
1 year ago
J
JillybeanstlContributor
asked in General Q&A
Downloading attachments from Communicate

Hi, I am fairly new to Smokeball.  I had a client text several photos to me via communicate, as attachments.  I want to save the attacments to the matter in a photo folder, but all it lets me do is open the photo on the internet, and there is no option to save to the file to Smokeball.  Do I have to save them locally and then drop and drag into Smokeball?  I know they are stored in the file through Communicate, but i want them saved as actual photos in a folder.   

1628
PeterKnuteBerg
1 year ago
S
StephenContributor
asked in General Q&A
beneficiaries details to auto populate a will?

can you input beneficiaries details so they auto populate a will?

504
J
1 year ago
J
JordanContributor
asked in General Q&A
Record Settlement Negotiations in SB

I’m pretty sure I once saw a place in SB where you could document settlement negotiations, but now I can’t find it, and I can’t find any guidance.  Anyone know where it is? 

323
E
Smokeball Team
1 year ago
M
martyb22Contributor
asked in General Q&A
I need to export our contacts to seed a CRM we are implementing.

Hello,I need to export our contacts that we are using to seed a CRM we are implementing. I would like to get more client details than are in the contact report such as marital status, dob, and a bunch of other fields.Is there a way to customize reports in Smokeball to extract this additional information?Bonus points if we can extract data that shows that two contacts are related. This can either be family relationships of related to the same matter.

371
J
1 year ago
Funkytown
FunkytownFrequent Scribe
asked in General Q&A
Attorney Fee Declaration

I need to prepare a declaration of attorney’s fees for one case. Any tips or tricks to filer, then extract the necessary data and export to a spreadsheet? -Thoughts and comments appreciated.

556
Funkytown
1 year ago
N
nickiekContributor
asked in General Q&A
Voice memos in smokeball?

Is it possible to record a voice memo / task in Smokeball? And if so, can I do this from the mobile phone app?I have come from using LEAP and being able to integrate a voice recording to the file and as a task is immensely helpful.ThanksNickie  

1523
Funkytown
1 year ago

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