General Q&A

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?

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 bo

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?

Hello, How do I get trust accounting and Billing to generate receipts?

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????  

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.

Does smokeball produce a statement of account with payments and balances

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.  

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 - 

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

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.   

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.   

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

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? 

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.

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.

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  

Is it possible to change the Default Matter types and sub-types?

In our Smokeball migration, many of our contacts that are organizations, such as District Courts, came over as individuals instead of organizations or companies. Is there an easy way to convert these? 

It would be great if the three little dots next to the “View Matter” button at the bottom of emails in Outlook, could allow you to create a task. it only is for renaming which doesn’t make sense. Often we get requests or prompts via email and it would be so much more efficient if we could add a task right on that screen rather than having to open the matter and put it in there.

Is there a way to not only sync my outlook to SB, but also my attorney’s?  for example, when I calendar reminders on outlook and drag it to my attorney’s calendar it only shows up on my smokeball calendar...not his.  Also, we I create a single event on his calendar in outlook it will not show up on his SB.  Any help is much appreciated. 

From the invoices tab, I’m trying to figure out a way within Billing to sort or easily identify which ready-to-send invoices are for clients with Trust accounts.  It would be great if there was a column listing the Trust balance, but there is not….even having a column with a checkmark or Y/N would help.Easily identifying these invoices is helpful for any number of reasons, including invoice transmittal timing, identifying which ones will need a customized invoice templates/email, tracking Trust activity, etc. Do any of you have a work-around for this?  

I am trying to make it so our automated document can show an automation for either Client 1 or Client 2, rather than just one single client. I was wondering if there’s anyway I can insert an automation including this or possibility of clients, if that makes sense. I have attached a photo below with the highlighted words being where I want to insert Client 1/Client 2. Hope you can help!   

We have online filing of documents and e-service.  Whenever we try to download a PDF from the court to Smokeball, it gets blocked.  Any thoughts?