Skip to main content

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...
  • 3
  • 0
647 Conversations
A
abbey321Contributor
asked in General Q&A
Matters without Activity as a Report?

Will SB ever deploy a report for the matters without activity widget? It would be super helpful if we could filter a max amount of days not touched, so as to clear the list of old/dormant matters. Or even if you could sort the widget from more recent to older. Currently, the files not touched for the longest time are at the top, and you have to scroll to see ones not touched in a few days. Also it would be very helpful to be able to filter by attorney to see which cases are not being touched.

475
J
5 months ago
C
Cath - PLQContributor
asked in General Q&A
Contact Tags

Do the contact tags and or matter tags that are created - are they pulled into any documentation, correspondence that is sent out to our clients or other parties.Eg - we have some separated clients that we do no want to disclose contact information to other parties and in particular their ex partners - if we create a client tag named ‘separated’, will this show up in anywhere?

181
J
5 months ago
KloseLaw
KloseLawRegular
asked in General Q&A
Downloading completed (PDF) bill into the matter for which you are billing?

I have never been able to “Finalize” an invoice in Smokeball Billing and download it to the Matter.    Is there a way?  Right now, I download to my desktop and then email myself or the client with the bill and save the attachment into the matter, but it is about three extra steps. thanks  

576
KloseLaw
5 months ago
S
skozeroContributor
asked in General Q&A
Supplemental Discovery

I’m relatively new to Smokeball and just found the Discovery Details option that provides you a discovery deadline on your dashboard. Super cool! How do you all log your supplemental responses to discovery? As a new line? Add notes? Change the original answer date?  Thanks,Sandy KozeroSan Antonio, Texas

523
R
5 months ago
M
MargaritaRWCContributor
asked in General Q&A
Staff Tags on Matter Settings

Is there a benefit to tagging the responsible attorney in the top left corner of the matter / lead along with the person assisting, if they are already associated with the case in the info matter details? 

331
Sara Sultan
Community Manager
5 months ago
T
TiffContributor
asked in General Q&A
Matters Tab

How do I group the matters by person responsible on the matters tab?  Everyone at my firm had it set up this way before but now it has reverted back to just listing all the matters rather than grouping them and I cannot figure out how to set it up again.

202
T
5 months ago
F
Faith MorseContributor
asked in General Q&A
"Open File Location" option in a search never works for me -- does it for you?

Friends, When I try using the “open file location” in a search in a matter, nothing happens. I’m trying to figure out if this is user error, or a glitch in the system. Anyone else run into this?  Thanks!

81
Sara Sultan
Community Manager
5 months ago
K
KatyRegular
asked in General Q&A
Billing Leads

Did you guys remove the ability to invoice a lead? I have been invoicing leads since we started with Smokeball and now all of a sudden I can’t. I don’t know if it’s a change you made when you updated or something wrong in my Smokeball here. 

422
K
5 months ago
G
GulfCoastLawyerMSContributor
posted in General Q&A
Form responses

Is there any way to have the responses/ answers on a form show up as bold or in a larger font so they stand out a bit when glancing at the form?

131
Sara Sultan
Community Manager
5 months ago
Reckless_Kelly
Reckless_KellyContributor
asked in General Q&A
Multiple Prospects in a Lead creates a problem when converting to a Matter

Is anyone else having trouble when you have multiple Prospects in a Lead and them convert to a Matter? If I have Husband and Wife as Prospect 1 and 2, when I convert the Lead to a Matter, then I have Client 1 and 2 as the same person, and a blank space for Client 3. When I add the spouse into the Matter, it them changes Clients 1 and 2 to the spouse and eliminates the other name.

171
Sara Sultan
Community Manager
5 months ago
K
KatyRegular
asked in General Q&A
Write offs

I have a couple of questions for which I’ve not been able to find answers.Is there a way to write off an invoice itself? We have a few clients who are just never going to pay what they owe and the attorneys don’t want to pursue it anymore. I don’t want to void them or waive them because those are not accurate. And I really don’t want to have to go in and write off each individual entry. Is there a way to just write off the remaining balance? Is there a way to run a report that only lists write offs and the clients associated with them? I looked and I don’t see one but I’m hoping I’m just missing it. Otherwise, I’ve been instructed to create an excel spreadsheet to keep track of write offs and I really don’t need another project to keep track of. Help, please!

1474
J
5 months ago
M
Melissa KnowlesContributor
asked in General Q&A
Task List - Printing

Can something be done to print a Task List - similar to how it appears on the screen under Tasks?  Currently, I believe the only way to print the list is to do so via the Daily Digest Dashboard.    The font in the Task for the Matter is huge, whilst the Task is small.  Very clunky,

402
Sara Sultan
Community Manager
5 months ago
S
sgibsonContributor
asked in General Q&A
How to reactivate a former user?

I have a rehire starting with our firm. She will be using the same email address as was previously assigned. How am I able to reactivate a former staff and user of Smokeball?

445
J
5 months ago
O
onesimContributor
asked in General Q&A
Smokeball invoice not appearing in Xero

Hi,For the first time since using Smokeball, one of our invoices did not export to Xero.Is there a way to re-send select invoices from Smokeball to Xero?

331
Sam Stephens
Smokeball Team
5 months ago
J
JohnBrowningContributor
posted in General Q&A
Email tagging issues

Does anyone else experience issues with reply emails coming back and not showing tagging in Outlook? So, for example, email a client from Outlook, email is sent with SB tagging (meaning, i put the matter info in the box at bottom of the email). But, sometimes, often but not all the time, the email i receive back from the client has no info in the SB box in outlook. Drives me crazy as i spend a lot of time re-tagging email threads.Curious if this happens to anyone else?

713
Fonteneau
5 months ago
A
AntomacContributor
asked in General Q&A
time recording how does it actually work

how does the time recording actually work.  if you read a case or long document and dont touch teh key board for say 30 minutes what happens?

383
Sara Sultan
Community Manager
5 months ago
L
LeonieContributor
asked in General Q&A
Smokeball Billing - 2 factor authentication

I am able to log into Smokeball Billing, only as far as entering email and password - 2 factor authentication is not working - am waiting for code to go to the email address provided and nothing is happening.  Please explain?!!

211
Sara Sultan
Community Manager
5 months ago
J
JCorraoContributor
asked in General Q&A
Applying Trust Funds

Is there a way to apply Trust funds to a current invoice and have the Trust Balance reduced on that particular invoice?For example, if I issue an invoice and tell it to reduce the amount due by funds held in Trust, it will do that, but in the section on the invoice that shows the Trust balance, the amount is not reduced on the current invoice.  You do not see the new Trust balance until the next invoice. 

401
C
Smokeball Team
5 months ago
atharkhan
atharkhanRegular
posted in General Q&A
Smokeball on Mac Update - February 2024

Since I receive messages about this topic sporadically, I just wanted to add some updates to the original post.Smokeball does work on an M (ARM) based Mac.  I do not know whether this is because Microsoft have improved Windows 11’s X86 emulator, whether Parallels has made improvements in the latest version, or whether Smokeball has revised its code over the last few iterations.  It is probably a combination of all three.  In any case, it does work.  Smokeball cannot run as a “native” app on M (ARM) based Macs because Apple does not support Boot Camp, which allows for dual booting a Mac into Windows.  Apple has not given any indication that they intend to continue supporting Boot Camp. For now, all you need is a copy of virtualization software such as Parallels or VMWare Fusion.  You can create a Windows virtual machine, and install Smokeball as you would on a normal Windows-based computer. Smokeball’s web-based app has been substantially revamped which means you have access to more fea

11203
atharkhan
5 months ago
K
KD LawContributor
asked in General Q&A
Days in stage for all stages

I’d like to find a report showing the complete history of days in each stage to identify bottle necks. I want to see the beginning and ending dates for every stage for matters. Is this possible?

161
Sara Sultan
Community Manager
5 months ago
T
Tina KContributor
asked in General Q&A
Leads/Prospects Where are the referral sources

In advance, I’m brand new - thank you for your help.  We have new leads/prospects who have not converted to a Matter.  Referral sources are added to the original entry of the new lead if available.   When I get the task to send a thank you note to the referral source, I can’t find the referral source information on the lead/prospect.   Where do I find it? 

181
Sara Sultan
Community Manager
5 months ago
J
JCorraoContributor
asked in General Q&A
Payment Report

Is there a report that can be run to show payments made for a specific matter over a specific period of time?For example, I need a list of payments made for a specific matter in 2024.  If I run either the Accounts Receivable report or an Account Statement for 1/1/24 thru today, they do not include payments for invoices issued in 2023 but paid in 2024.

262
J
5 months ago
J
JoolsContributor
asked in General Q&A
How do I record a payment from Trust Account to Law Society Combined Legal Trust Account?

How do I record a payment from Trust Account to Law Society Combined Legal Trust Account?

392
J
5 months ago
A
apageContributor
asked in General Q&A
Smokeball Payments

I am trying to set up smokeball payments, however, can not see the options for doing so.We do have Smokeball Prosper. I can see that Stripe is connected, would this be why?

181
Sam Stephens
Smokeball Team
5 months ago
C
chiptransistoContributor
asked in General Q&A
A matter with more than one client

I have a matter with multiple clients. How do I create a matter like that?Thanks.

976
C
6 months ago

Badge winners

  • Smokeball Power User
    Skileshas earned the badge Smokeball Power User
  • Founding Member
    Gigihas earned the badge Founding Member
  • Smokeball Power User
    JG3has earned the badge Smokeball Power User
  • Smokeball Power User
    Melaniahas earned the badge Smokeball Power User
  • Smokeball Power User
    etorreshas earned the badge Smokeball Power User
Show all badges
Terms & Conditions