General Q&A

How do I add to the folders in the contact section. I want to add court and judge contacts but do not see a way to do this.

Hello Community! I am with a firm that is newly adopting Smokeball. We are still planning to use Tabs3 for the short term, while we get up to speed, and will likely be switching to Quickbooks later to make the time importing easier.In the short term, we will be exporting time entries from Smokeball (where all attorneys will be tracking their time) and then importing it into Tabs3, where we will do our billing and invoicing.Are there any other firms that currently do this? I would love to connect with you just to understand how to do this process smoothly and easily. Any tips would be appreciated.

We recently transitioned to Smokeball and need help some actions that don’t occur very often.  We had a client pay by credit card for two invoices. The clients transaction was cancelled.  How do we reverse the payment and return the invoice top unpaid status.

Is there a way to mark a calendar event as private in Smokeball?  

Is there a way to run an accounts receivable reporter per client? I need a list of Invoices (date and amount charged) and payments (date and amount paid), preferably with a balance due amount at the bottom, is that a thing?

I hope this reaches the UI/UX team eventually. The way the matter windows are set up is causing unnecessary frustration. Unless you are using a vertical monitor, the current layout makes no sense. The files tab floats over the matter details and can only be moved vertically. This makes it so you can’t really look at both the matter details and the files at the same time. You have to drag the files tab all the way to the bottom get a good look at the matter details or drag the files tab all the way up to get a good look at all the files.With the files tab dragged to the middle of the screen you can see only a few matter detail lines and files with out scrolling. Some of our older employees zoom in on their screens which makes this even worse as they can only see a few lines and files with out having to scroll. Not being able to simultaneously view the matter details and list of files is causing unnecessary frustration. . Simply having the matter details and files

I have a WC case that has been going on for years that we get regular attorney fees for. I was told before to put them under transactions tab. At one point can I apply all those fees? Do I need to run out a bill and apply them or do they just sit there until we settle the case? 

Is there a way to get your appointments on the calendar to pop up on the screen (besides just the little red “1” at top of screen)?  So they are more or less an alert that you notice whether you are on the screen or not...or make a noise..anything!?

Is there a way to pop out the calendar in a separate window? Similar to the time and billing pop out? 

Hi community and support team,Are there any plans to open additional fields to the API? I would like to connect Smokeball client deposit transactions to the trust bank account in Xero.Currently, we manually create a contact and assign a general ledger account to each transaction in Xero. Is there a best practice process we should adopt?Thanks,Daniel

Is Smokeball still supporting the Android phone app? I don’t recall receiving an update in a while, and have experienced some cliches with it. Anyone have any information on this?Peace

I want to start charging people a fee if they FTA to a free consult or cancel less than 24 hours ahead of time. Can you put a “hold” on a person's card for this purpose with SB Pay? 

Good afternoon, can someone please tell me how I can run a report of all my attorney time to get an annual total of billable time and non-billable time in one report without any dicounts or write offs?  I have tried to run this report under “Billed Fees & Expenses” and “Time Entries” and none of the numbers I get add up to what my dashboard says for billable time.  It appears I have to run two reports?  Or maybe I can only run an annual total for hours that have been billed?  What if you are holding a bill?I used to be able to do this in the firms previous software, but for some reason I am having trouble.   I just want something that tells me how many total billable hours (whether invoiced or not) and total administrative (non-billable) hours I have done this year.  I just want raw numbers initially, without breaking out what was written off, what was invoiced, what was collected. Thanks so much. 

Our Firm currently uses the Microsoft 365 suite family and Smokeball. In the past my attorney has been able to synchronize his Outlook calendar with his calendar on Smokeball. Recently, in scheduling meetings for him using Smokeball, his Outlook calendar has not been syncing properly with Smokeball causing him to miss meetings with clients. Can you please advise as to how we can fix this issue? Thanks,Dorian Coehins

Is there any way to add a co-accused to a matter? 

I have looked but have not been able to find anything to answers my question. Is there a way to have a “knowledge base” of non-matter materials that Archie can access while in a matter. For example, The United States Sentencing Guidelines are 620 pages long in the PDF version. I would rather not add this document to every matter, but I would love to be able to access it while using Archie for case specific questions. This would go for the US Code and state criminal laws.  Is this already a thing and I am simply missing it? ThanksJim

Smokeball is taking a hard look at how we can improve functionality around permissions. Do you have any ideas, requests, or hot takes surrounding this topic? We want to talk to you! Please respond to this post with your feedback or priority items that you want to see expanded in the permissions realm, or let us know if you would be open to talking with us more about this subject. Thanks in advance!

Hello,I have an issue with a trust receipt not showing up on my end of month reconciliation. How can I fix?

Besides inputting the information into the discovery details area - how is this helping us?  What is it doing?  It doesn’t notify us of anything.  Can it notify us what is happening? 

Hello All! We are a CO estate planning firm and offer a membership for our trust-based clients. As part of that membership, the client receives a report detailing all their assets (that we're aware of) and how we recommend they be aligned with their trust (ownership, beneficiaries, etc.). We send them that report every year so that they can update us on any changes. I’m a new user to Smokeball, and I’m excited to put that Asset Tracking Details section to use! I wanted to ask the community if you are doing something similar with your clients, and if you have any tips and tricks for me as I set this up. My vision is to have a word template report ready to go with all the various types of assets a client could have, I fill in the asset details section in SB, and all that data ends up in my report, ready for the client. I’m sure I’ll have to delete a few unused rows (if I build out ten cash account slots and they only have two). But is there a better way to do this? I appreciate your t

Hey, would like to open the conversation about trust minimums and evergreen retainers. Can you all share your feedback? Id love to hear how others are doing, whether good or bad :)

We are in the midst of watching the training videos.  Is there a place or link to clink on to print the information out (like an instructional booklet) instead of going into each section?

All of a sudden, I can't get to the smokeball web app - i.e. billing - through the browser on my mobile phone. I have tried logging in to several locations, and all (except community) redirect me to the mobile app. Is there anything I can do to prevent this, other than uninstalling the mobile app? Thank you,Maria

We often have expense entries that need to be supported by a receipt or invoice. We’ve seen that in the Smokeball web browser option, there’s an “attach file” option. However, we can’t find a similar option when entering expenses in Smokeball on our desktop application. Is there a way to attach files (receipts, invoices, etc.) to expenses in the desktop Smokeball app?

Small thing - but to save me time could this document be edited so that it prints on one side of a piece of A4 paper.