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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
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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
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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? 

634
V
1 year ago
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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?

462
E
1 year ago
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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
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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.

491
zac.meyer
Smokeball Team
1 year ago
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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? 

762
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
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Childers LawContributor
asked in General Q&A
New Matter for Existing Client

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

401
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

631
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? 

2025
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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SimonContributor
asked in General Q&A
matter title detail from title search

I understand that you can pre populate a matter with ordering a title search and title details will be entered into the matter automatically when the matter is create.Is there a way to create a matter and then order a title search afterwards and to have the title details auto filled in?

361
Melania
Smokeball Team
1 year ago
S
ShellGosContributor
asked in General Q&A
Precedents- Wills

How do you create initial questions when opening a precedent- eg: choose one of two clients in the same matter. Alternatively, how do I make a copy of the original smokeball precedent with those questions already and create a personalised document.

421
Sara Sultan
Community Manager
1 year ago
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Gail HContributor
asked in General Q&A
Multiple Plaintiffs in PI Case

Our office is new to Smokeball.  If we have a PI case, two clients in same accident (driver/passenger) do you all create one matter and have two plaintiffs or do you create two matters?  Since they are both clients, we are trying to figure out the best way to handle this?  Any help is appreciated.

241
zac.meyer
Smokeball Team
1 year ago
B
Bob_BEContributor
asked in General Q&A
Text Messages

Does anyone know of software a client might use to take saved texts from their phone, and put that in a usable format to communicate through smokeball  

905
J
1 year ago
Jake Pazner
Jake PaznerContributor
asked in General Q&A
UI design causing frustration with less tech savvy employees.

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 arranged side by side w

893
Jake Pazner
1 year ago
Ben
BenFrequent Scribe
asked in General Q&A
How do you enter your firm info into an invoice and not upload a logo?

Ben here, posting a great question sent to me by @Childers Law . “how do you enter your firm info into an invoice and not upload a logo?”I must confess that I do not know the answer myself! Are there any Smokeball power users online who are able to help them out?  

251
zac.meyer
Smokeball Team
1 year ago
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Claudia DeanContributor
asked in General Q&A
Can you retrieve deleted time entries?

While working on billing yesterday, I deleted some automated time entries in the description. However, I was wondering if there is any way to retrieve those descriptions so I can include the hours via the billing. My question is if you deleted the automated billing, is there anyway that you can restore them once they have already been deleted?

1241
Melania
Smokeball Team
1 year ago
J
jtuchmanContributor
asked in General Q&A
Attach file to reply email

Hi, is it possible to attach a file in Smokeball to a reply email in Microsoft Outlook? Or do I have to save the document locally and then attach it to the email? Thanks in advance.

412
J
1 year ago
Joan Reed Wilson
Joan Reed WilsonContributor
asked in General Q&A
Workflows and Stages

I’ve started using Workflows and wonder if there’s a way for the completed workflow task to also automatically change the Stage in the Matter. If not, can SB work on that? 

1311
Sara Sultan
Community Manager
1 year ago
I
IntakeSpecialist_TiffanyFLGPAContributor
asked in General Q&A
Locking Events

Is there a way to “lock" an event so if someone goes dragging another appointment on the calendar, it doesn’t accidentally get pushed to a new time? Especially if it's a court proceeding. 

201
Sara Sultan
Community Manager
1 year ago
J
jtuchmanContributor
asked in General Q&A
Email Subjects

When creating an email from Smokeball, the email subject is automatically generated. Is it possible to change the template of the email subjects that are generated through Smokeball (not Smokeball billing).

873
Sara Sultan
Community Manager
1 year ago
C
Claudia DeanContributor
asked in General Q&A
How can I view a document without it auto-billing?

Ultimately, upon talking to someone from Smokeball, they advised us that in order to view a document without it automatically billing is to hit the red ‘x’ in the top right hand corner. However, upon trying that out, it generated an auto-billing that was emailed to me, when I was just viewing a document. How can we look at a document without it auto-billing? 

693
A
1 year ago
atharkhan
atharkhanRegular
asked in General Q&A
Keyboard Shortcuts/Workflow for Tagging Emails

When assigning individual messages to Smokeball matters, one has to click in the Smokeball field (at the bottom of said message) and then select the matter.  Has anyone ever figured out a way to do this without using the mouse?  If so, would you please share what utility/script you are using to do so? 

1535
D
1 year ago

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