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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
H
HowensContributor
asked in General Q&A
Calendar

When viewing the calendar can I view the calendar in columns for each person?  The office calendar is color coded but all the appointments are scrambled up not in columns which makes it difficult to view multiple people at 1 time.

501
Sara Sultan
Community Manager
2 years ago
CarsenTazi
CarsenTaziContributor
asked in General Q&A
Can I have the address on forms change by assigned lead attorney?

We have multiple office addresses and the automation will list the assigned attorney’s name, but then the firm name and primary address. I can’t figure out how to have it fill in the address in the pleadings captions to the specific address being used by THAT attorney…  help?Is that an option? If not, can it be…?

382
CarsenTazi
2 years ago
E
ElenaContributor
asked in General Q&A
Telephone Systems

Hello everyone, I am trying to set up a new phone system. I currently have a virtual line. My question is what phone system do users in Australia currently have and does it complement their smokeball system. I have been told that Ring syncronises with smokeball, can record, convert to text and also bills automatically. Is anyone using this service, are they happy with it. All pointers inclusive of fees would be greatly appreciated.

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C
2 years ago
A
AuroraContributor
posted in General Q&A
Trust account

Hi Everyone,My name is Aurora, and I am looking for a law clerk who can help me for a few hours every fortnight in dealing with my trust. If you know anyone, please let me know.

411
Ben
2 years ago
J
jbelloContributor
asked in General Q&A
Reports by Jurisdiction

Is there a way to generate a report or dashboard to view matters by jurisdiction/county? 

171
Sara Sultan
Community Manager
2 years ago
K
KpittContributor
asked in General Q&A
Files not uploading

I am transferring all our files over.. i have them in folders on my computer. When i select, copy and paste to the various clients matters, all the folders are uploading but only some of the contents within them are coming accross. What am I doing wrong!?

461
Sara Sultan
Community Manager
2 years ago
M
maxstovallContributor
asked in General Q&A
AutoTime for Scanning Documents

Hi all,I have a file clerk who scans in all papers through the scansnap scanner, which directly scans into smokeball.  Her time is not being logged and accordingly billed even though she is in the smokeball environment.  She creates a lot of pdfs and she is tagged as a creator, but despite working a full day today, she logged only 0.2h (because she opened two documents).How can I ensure she is being tracked appropriately on AutoTime?

853
zac.meyer
Smokeball Team
2 years ago
Joe
JoeContributor
asked in General Q&A
Billing Code

How do I set up “billing codes” (not sure if that is the correct terminology). For some clients we charge a flat fee- EXAMPLE:  Send a letter $50. What I do now is draft the letter, go to the matter, go to time and expenses, go to SUBJECT and type “Draft letter to JOHN DOE”. I then change duration to FIXED and under rate put in $50.I would like to be able to type in ACTIVITY - LTR and under SUBJECT “Draft letter to ….” comes up and $50 is automatically put in as the amount.   Is there a way to accomplish this?Thank you.

451
Sara Sultan
Community Manager
2 years ago
Z
ZoeAndersonContributor
asked in General Q&A
Medical Provider's Balances/Liens

I am in the process of entering our client’s medical providers and their charges and balances. I have several providers that have balances for our client. However, when I go into the liens and balances screen, all the providers are listed as having a 0 balance. Why is the balance not pulling over to the second screen? What am I doing wrong? I’ve submitted two tickets this morning and have received no response. In reviewing the support hub, it appears that I am supposed to manually enter these balances again into the lien and balances screen. What is the point of entering these balances on the medical provider’s screen if they do not carry over? This is a complete waste of my time. 

502
Z
2 years ago
LaurenAcquaviva
LaurenAcquavivaRegular
posted in General Q&A
Remote Desktop

Does anyone use a Remote Desktop program to allow contract staff to access Smokeball on your office computer? If so, which one(s) worked the best? I’m having a difficult time finding a contract paralegal with a computer that meets Smokeball’s minimum requirements, so I would like to try using a Remote Desktop so I can get some help with legal work. 

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E
Smokeball Team
2 years ago
G
George MylneContributor
posted in General Q&A
What is the largest file size that can be sent through communicate?

The largest file size that I have been able to send through communicate was 3.99 gig. I was unable to attach an attachment that was larger than 4.0 gig. I hope this will help someone out there. Kind regardsGeorge

682
Sara Sultan
Community Manager
2 years ago
A
abanders01Contributor
asked in General Q&A
Emailing Memos

Is there a way to email memos directly from the memo tab without printing them as a pdf and saving them first?

1378
A
2 years ago
johnpmontoya
johnpmontoyaContributor
asked in General Q&A
Archiving Templates

For me, this question primarily relates to Estate Planning matter types (could be others), but is there a streamlined process that exists or anyone otherwise employs to save a historical version of a model/template document so that it can be accessed later (whether as a template or not). Each year or throughout a year our office will make changes to a template and in some cases it is beneficial to still have access to the old version, but otherwise use the new version on a daily basis.For one individual template document, I’ve considered a number of ways to do it (saving it to a Smokeball Matter for firm operations or duplicating the template and renaming the new one within the Forms/Templates interface), but in this instance I’d like to be able to efficiently export dozens of documents that currently exist as a Form/Template. I haven’t seen an easy way to do this.Thanks!John

362
johnpmontoya
2 years ago
D
DelFosterContributor
asked in General Q&A
Clause Library

We are an estate planning firm and we often come up with very specific clauses that we may want to use in the future.  One idea that I have had is to create a form folder in SB and put the clauses there to pull in as needed.  Does anybody else have another idea?I know that some like to use Quickparts in Word - but so far as I can find, there is no way to create a common place for those clauses.

622
D
2 years ago
J
JThieryContributor
asked in General Q&A
Phone Message to Lead

I was just wondering if there is a way to create a Lead from a phone message.  Thank you.

271
Sara Sultan
Community Manager
2 years ago
atharkhan
atharkhanRegular
asked in General Q&A
Family Law Workflows

Has anyone set up workflows for Family Law similar to the ones shown here: Family Workflows – Smokeball Support Hub?  If so, would you be willing to share your best practices, or maybe a screenshot of your workflow with the rest of us?  I am not sure if it is possible to export a workflow.  If it is, I would be happy to share mine with the rest of the community. 

1505
CarsenTazi
2 years ago
Z
ZoeAdriannaContributor
asked in General Q&A
Precedent - File Cover Sheet (detailed version)

Hi All,I noticed this afternoon, I tried to populate a Purchaser File Cover Sheet (detailed version) and it appears to be removed from the Precedents list.Does anyone else use this precedent? I filtered in the precedents to show deleted incase I mistakenly deleted it, however it’s not showing up as deleted? Thought I would see if anyone else that uses this precedent has also noticed it was removed?ThanksZoe

602
Z
2 years ago
Sara Sultan
Community Manager
Sara SultanCommunity Manager
posted in General Q&A
Pop-up Communicate Notifications for new messages!!!!!

Hello all!Communicate just got even better!  You can now see new Communicate messages in your Windows notifications.  Just have your notification setting turned on in Windows and Focus Assist off to see them.Check out this support article for more information.

652
Sara Sultan
Community Manager
2 years ago
P
Paige_MContributor
asked in General Q&A
Word document

How do you unlink a word document with a Smokeball matter?  For example -- my current issue is that I am exporting word documents from Smokeball to save on my local network, and the exported version still has the matter linked to it.  Even if I try to save a copy of the document, the original matter is still linked, and I cannot figure out how to (1) remove the link to the original matter and/or (2) change the original matter to a different matter.  

1821
Sara Sultan
Community Manager
2 years ago
P
Paige_MContributor
asked in General Q&A
Tasks

Is there a way to prioritize tasks? Other than setting reminders and/or due dates.

732
magort
2 years ago
S
Smokeball Team
Sam KingSmokeball Team
posted in General Q&A
possible addition to the Asset Tracking Details layout: Intellectual Property assets

Smokeball’s Product team is considering adding a new tab to the existing Asset Tracking Details layout already available on our Estate Planning and Probate matters. The tab would enable the inclusion of Intellectual Property assets, and could be used to track and store information relating to IP held by your client. Our team has come up with a mock-up for such a tab addition, and would love your feedback!Some things to consider:placement of the tab - does its placement in the row of tabs make logical sense to you? fields included - are there any fields glaringly missing? should ones currently included be removed? IP Type field - an editable dropdown with Copyright, Trademark, and Patent optionsNote 1: the Value, Valuation Date, Ownership, Beneficiary, and Note fields are mandatory and consistent throughout the layout, so they will be included on the addition should we move forwardNote 2: visibility controls and conditional logic are not available in collection grid layouts (such as Ass

361
B
2 years ago
zac.meyer
Smokeball Team
zac.meyerSmokeball Team
asked in General Q&A
Smokeball Trivia November 2022

End the Week on a High Note with some Smokeball Trivia. Answer for some Smokeball Swag sent straight to you. The question this week is…….I saved a document to a matter three weeks ago in word format. I’ve probably have had 10 versions of it since then that I have saved as a separate document and just saved the original document with changes. My client came back and said they liked the original document after all. Is there a way I can view this without having to recreate it? Does Smokeball also have the ability to compare two documents?

231
B
2 years ago
User44000
User44000Contributor
asked in General Q&A
Email Storage Folder

Emails are currently saved into the main “Documents” folder. This creates a long list of emails within the folder.Is there a way to have emails save into another folder? For example, is it possible to have emails that save into a single user-created “email” folder within the main “Document” folder?

552
zac.meyer
Smokeball Team
2 years ago
C
CarolTobLawContributor
asked in General Q&A
Contacts

Our practice is limited to personal injury law. We have several medical experts and need to save their CV with their contact. Any suggestions on how to accomplish this?

845
zac.meyer
Smokeball Team
2 years ago
sgereszek
sgereszekContributor
asked in General Q&A
Color Coding calendar

Has anyone ever been able to color code your smokeball calendar

661
zac.meyer
Smokeball Team
2 years ago

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