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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!

  • 647 Conversations
  • 1,556 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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647 Conversations
E
etorresRegular
asked in General Q&A
Payment plans- failed payment

Hello! I recently started setting up payment plans on smokeball billing for the contacts. So far, I have set up maybe 3. I was reviewing one particular contact and notice that a payment had failed for a past month (November) . I did not get an email notifying me of the failed payment. Does anyone know if there is a setting where I can get an email with the details of failed payments for scheduled payment plans? Thanks!

733
Ben
1 year ago
C
CarolTobLawContributor
asked in General Q&A
Linking multiple matters to the same incident in PI law

In PI law, auto accidents in particular, each client must have their own matter. I need a way to indicate or link those that are involved in the same traffic accident. Any suggestions how to accomplish this?

301
Sara Sultan
Community Manager
1 year ago
J
JenLambContributor
asked in General Q&A
Setting up email subjects

How do you set up/change the email subject line?  For example, my emails are currently set up with the matter number populates and we would like for it to populate the case name and claim number.  Is that possible?

621
Sara Sultan
Community Manager
1 year ago
M
mhoneycutt77Contributor
asked in General Q&A
Migration from Time Matters

Has anyone else migrated data from Time Matters?

1127
M
1 year ago
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LindaLeeRegular
asked in General Q&A
Font change request for Precedents

Can the font and font size be set to Arial 11point rather than Times New Roman 10 point on Court documents.EG: in an Initiating Application all fields where you type information are set to Times New Roman 10 pt and it looks terrible.  Is there a way that you can update those precedents? 

724
L
1 year ago
M
morganj16Contributor
asked in General Q&A
Multiple Clients - Word Precedent Fields

I have multiple vendors and need to create a form with each vendor’s details.   How do I locate fields when creating the precedent that represent each vendor.

1137
Melania
Smokeball Team
1 year ago
T
TeriContributor
asked in General Q&A
Calendar tool with Stages & Tasks

Is there a way to use the calendar to set dates in a workflow for a task to happen? I know there are settings to have the date (30 days before etc) but I am looking for a specific date that is different for each client. IE: I can set a workflow to create a reminder task about the client taking the 2nd bankruptcy class, but I have to guess the amount of time versus just linking it to the calendar when it is due.Additionally, will the calendar ever be linked to be able to use it in the Stages bar? If the calendar could “talk” with other options in the program that would make it so much easier to set up any reminders/tasks!

1083
T
1 year ago
J
j in accountsContributor
asked in General Q&A
Emailing receipts

I'd like to know if there is a way to check if a trust receipt has been successfully emailed. I can't seem to find where they go from to confirm that the email has gone and if it doesn't, where will a "rejected” message go (if, for example, the email address was incorrect)?Thanks,Janette

441
Sam Stephens
Smokeball Team
1 year ago
P
PbradContributor
asked in General Q&A
Adding spouse

Brand new to Smokeball. I need to add a spouse to the estate details section of an estate planning matter. Any guidance is appreciated.

434
zac.meyer
Smokeball Team
1 year ago
C
Claudia DeanContributor
asked in General Q&A
Memos

Upon creating a memo in Smokeball, I had noticed that my memo was not saved under the ‘Memos’ tab. Rather, it created a document entitled ‘Notes’ and saved that to the matter. However, the point of a memo is to go under the tab and easily view what was just talked about under the matter. Me not being able to view my memo under memos is posing issues, because they are unable to be seen when they were created and saved. Why is my memo not saving where I anticipated for it to? Why is it creating a file in the matter instead of creating a memo in its correct location? 

1525
Kalina
Smokeball Team
1 year ago
K
k8brolanContributor
asked in General Q&A
Smokeball Training tracking

How do you keep track of the training videos that you have completed? Can I do that online? I have notes but I would like to see where I’m at with training. 

332
Ben
1 year ago
E
etorresRegular
asked in General Q&A
Events- Report

Hello- I am newer to the smokeball family and was hoping someone can help me with this. I am trying to see if there is a way to run a report or something for all the cases that were up in court for a specific timeframe and in the same report see if there was an upcoming court date scheduled. For example runa report that tells me all the cases that were schedule for court for the month of January and what the next court date is (if it exist) 

644
J
1 year ago
E
Edward LyContributor
asked in General Q&A
Creating matters as agents for another firm

Hello everyone we recently moved from Leap so still learning all the ropes. Our firm frequently acts as a settlement agent for other law firms, I know that there was an option for this in Leap however I cannot seem to find one in Smokeball. I have already tried creating custom template from the prepopulated templates however, I still cannot modify or create additional roles/parties to the matter, (i.e. our client is the law firm and there client is the Buyer/Seller). Is there anyway around this we currently have no choice but to input the instructing law firms client as our own which is playing up with our internal client records. Many thanks in advance.

381
Melania
Smokeball Team
1 year ago
C
Clifton LurkisContributor
asked in General Q&A
Abbreviations

How do I create abbreviations? For example, I would like to type in ‘MC’ and have it say “Minor’s Counsel.” “OPC” to convert to Opposing Counsel and so on. 

713
V
1 year ago
M
MRiveaEsqContributor
asked in General Q&A
Florida Probate Workflow

Does anyone have a workflow they’ve found successful for Florida probates that they wouldn’t mind sharing? Alternatively, sharing some pointers? 

644
V
1 year ago
M
Martha.lContributor
asked in General Q&A
Billing question

Hello, I have one case that is on a flat fee and obviously did not have this set up correctly. Need to send an invoice to the client for the flat fee and while I went back into the matter and corrected it to be non-billable, I still have a list of time entries (that I don’t want/need) and don’t know how to generate an invoice for the flat fee. THANK YOU IN ADVANCE COMMUNITY!

553
Ben
1 year ago
S
Samantha HansonContributor
asked in General Q&A
"Away" setting for Communicate

Another firm member will be out of the office for a month. Is there a way to either set her status as “away” or have an automatic message sent to Smokeball communicate users so when they send a message they don’t think that she is just ignoring them?

482
E
1 year ago
D
Deb CollinsContributor
posted in General Q&A
Editing running timers and restarting saved timers

Good morning,Our firm has just switched over to Smokeball. There are two features of the timekeeping function that seem to be missing:If you have a draft timer running - you can’t pause and manually edit the amount of time in the timer (e.g. if you forgot to run the timer or forgot to stop the timer); Once you have saved a timer and it appears in the Time Entries list - you can’t restart that timer.Has anyone found a work around? We like to have just one time entry per person per matter per day, rather than 5 different time entries for a person on the same matter in one day.We’ve found this very frustrating. If you would similarly like to have these features added, please submit a feature request!thanks,Deb CollinsYeng Collins Law, PLLC

311
Sara Sultan
Community Manager
1 year ago
M
Martha.lContributor
asked in General Q&A
Need to know how to fix mistake I made in matter intake

Hello Community -- I am a new user and made an error in intake of a pre-decree matter, my client is the respondent and I set this up as though she were the petitioner. I tried to remedy my error yesterday, but the matter name shows the husband’s (petitioner’s) name. Can someone tell me how to fix this?Full disclosure, I am brand new and have not posted here before.Thank you in advance.

511
zac.meyer
Smokeball Team
1 year ago
R
Rene CalderonContributor
asked in General Q&A
Exporting emails from a matter

I need to export a matter to dropbox. Is there a way I can select all emails saved in the matter without having to hold control, click each one? 

792
E
Smokeball Team
1 year ago
M
MichaelBContributor
asked in General Q&A
Search by Contractor or Public Adjuster

Is there a way to search all matters that have a certain public adjuster named?

121
Sara Sultan
Community Manager
1 year ago
C
Childers LawContributor
asked in General Q&A
New Matter for Existing Client

How do you open a new (2nd) matter for existing client?

421
Sara Sultan
Community Manager
1 year ago
zac.meyer
Smokeball Team
zac.meyerSmokeball Team
posted in General Q&A
How do You ask for a review of your firm from your clients?

With the year winding down, How do you ask for a review at the end of your matters when they reach their natural conclusion from your clients to ensure you have fresh reviews in 2022? Do you know there is a bunch of different ways you can use Smokeball to do this?Do you use workflows based off the matter closed date and templates pinned to that task in the workflow to do this as apart of your natural offboarding a matter process, ie closing out a hard file if it exists? Do you use the matter archiving report and go over it at your monthly meeting or when your run reports and look at the report to see what clients you would like to ask to give a review of your firm?Do you use matter stages, with two different stages at the end, one with a hey, thanks for enjoying our firm message if you didn't want a review, and another one asking for a review/ And if you do use this process, do you use the SMS text feature or have it send as a communicate message? Do you have a template to ask for revi

651
J
1 year ago
B
BCoughlinContributor
asked in General Q&A
Exporting invoices into Xero

Is there a way to export our invoices from Smokeball into Xero? 

2125
Sara Sultan
Community Manager
1 year ago
S
slawContributor
asked in General Q&A
1099 Reports

When I started using the operating check integration feature, my fields don’t populate correctly for 1099 reporting from Quickbooks Online.  Anyone have a work around for this?

706
M
1 year ago

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