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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
R
ReesContributor
asked in General Q&A
Where can I access pre-made intake forms?

I have just started using smokeball's client intake forms. It looks like an awesome feature!I was wondering whether there is anywhere I can download more pre-made intake forms? For example, forms that would ask for all of the information needed to prepare court documents.

411
Ben.Enviah
Smokeball Team
6 months ago
J
JoolsContributor
asked in General Q&A
I'm restructuring: what do I need to do in Smokeball?

I will be restructuring from Sole Trader to trading through a company as at 1 July.What do I need to do Smokeball wise? 

80
J
6 months ago
J
jvmoore2Contributor
asked in General Q&A
Outlook Archive Error

Log output from Outlook after it tries to archive the email. The memory location and encryption key is hidden.Good evening,I am having issue while trying to archive my Outlook email.  I am getting a syncing error and I have attached the photo of the log.  My guess is when the email is referenced in SB, it reaches into Outlook and pulls the information from there.  My assumption would be that the property name is for cross referencing matters to outlook items.  My reading of the log (I could be wrong) shows Outlook tries to archive the email, and it sees some kind of xml tag that associates that email with the Smokeball.ActivityTrackingId field.  This is a huge assumption here, but it seems like when Outlook (or whatever program compressing the files) sees an unknown property in the xml, Outlook does not allow the email to be archived.  I have a log file that is about 8.7k instances of this issue, and they look like they are emails related to different matters within SB itself.I am curr

191
Sara Sultan
Community Manager
6 months ago
J
JG98Contributor
asked in General Q&A
Download or Send File

Have a situation where a lawyer is leaving the firm with a few files. How can that lawyer download the smokeball matter or send/transfer it to a separate smokeball account? Thank you. 

311
Sara Sultan
Community Manager
6 months ago
J
JG98Contributor
asked in General Q&A
Download/Transfer File

Have a situation where a lawyer is leaving the firm with a few files. How can that lawyer download the smokeball matter or send/transfer it to a separate smokeball account? Thank you. 

100
J
6 months ago
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Brad1Contributor
asked in General Q&A
PDF conversion

I am unable to convert WORD to PDF due to some formatting error. How do we get a ticket now a days, seems to have changed on the web page 

232
M
6 months ago
B
BKLLCContributor
asked in General Q&A
Smokeball Payment Provider - thru feewise /Stripe

How do I get the fee for using credit card or ACh passed to client when sending invoice So they pay up front Gloria 

854
M
6 months ago
B
BrigbyContributor
asked in General Q&A
Reports - Unbilled time and disbursement summary with MATTER DESCRIPTION

I am wanting to do an unbilled time and disbursement summary report instead of the full detailed report (which came out at 100 pages) but this summary report does not give the MATTER DESCRIPTION and as we have several clients with more than one file we can not see which matter the fees and disb relate to (apart from checking each file number).  Is there another report that I can do that can give me what I want - I have failed to find one so far.     

121
Jess
Smokeball Team
6 months ago
B
bethmushinContributor
asked in General Q&A
can we send a mass text?

our office is having phone problems (have been for about a week) and we aren’t sure when this will be resolved. Is there a way to send out a text message to all of our clients at once letting them know about the phone problems? 

271
Sara Sultan
Community Manager
6 months ago
F
froque1811Contributor
asked in General Q&A
Email Signature not populating when attaching a document

I am running into an issue where my email signature won’t show up if I try to share a document from a matter via email.  It will show up when I select a contacts email from the preview at the right.  So I’m wondering if there is an Outlook integration issue.  To further clarify, from the matter documents, I right click on an attachment and select Send, then Email.  I select multiple recipients, click Next, then a blank email with the attachment and recipients will pop up.  No email signature.  It’s a minor issue, but some users in our office can’t easily navigate Outlook.

2144
B
6 months ago
P
ps32Contributor
asked in General Q&A
How do I hide "Today's completed hours" from my dashboard?

Hi, does anyone know how to hide “Today’s completed hours” from Time & Fees? It takes up a lot of space and I can’t seem to find any button that enables hiding it from the side. Thanks!

213
Sara Sultan
Community Manager
6 months ago
S
Sarah_BPSContributor
asked in General Q&A
Email reply is blank

One of the attorneys in our office is having an issue where she replies to a client’s email (connected to a matter), but the response that the client receives (and I am copied on) is blank. Her signature doesn’t even pop up. She had a response typed out and it was there when she hit send. I’ve seen it on two different matters so far. Any ideas? Thank you! 

122
S
6 months ago
J
jackmcmahContributor
asked in General Q&A
How do get the other party's asset details to fill into an Application for Consent Orders form from Smokeball?

I am looking for a solution to an issue I am facing with an Application for Consent Orders (family law) I have set it up so our client's details and assets are on the form. I can't see a way to enter the other party's assets to fill into the form?

150
J
6 months ago
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WichitaLawyerContributor
asked in General Q&A
Matter Stage Widget

Does anyone know why Smokeball removed the Matter Stage widget on dashboard. I used this one all the time. First time that I have been disappointed in a Smokeball change. 

444
Sara Sultan
Community Manager
6 months ago
N
NataliakContributor
asked in General Q&A
Link Asic search to a company card

Hi does anyone know if smoke ball has the function to save an asic company search to a company client for easy location ?

261
Sara Sultan
Community Manager
6 months ago
Funkytown
FunkytownFrequent Scribe
asked in General Q&A
Docusign

Smokeball appears to integrate with Docusign as shown here; https://www.smokeball.com/features/legal-efiling-electronic-signatures But I can’t find a way to integrate Docusign.Perhaps its only available through Infotrack (which is not available in my state).Help?

521
Sara Sultan
Community Manager
6 months ago
Reckless_Kelly
Reckless_KellyContributor
asked in General Q&A
Lead Intake Form Reseting

We have created Lead Intake forms for use on our website, and we have created one for our internal use for creating new leads from phone calls. The problem is that once the form has been completed, it does not “reset” for future use, or if we partially fill it out without submitting, the filled out fields remain until manually deleted. Is there a way to create a Lead Intake form that can be reused on the same computer without having to remember to open an Incognito Tab every time?

464
Reckless_Kelly
6 months ago
O
orangeblossomContributor
asked in General Q&A
Client Portal Communicate

Hello!  I am an estate planning attorney wishing to use the Client Portal to send executed documents to Clients.  I can create the initial message with the files for download through the portal.  The initial e-mail is then sent to the Client. However, if I add additional files, it does not send a new e-mail to the Client to let them know there are new files available for download.  Further, there is no function that I can see to send a ‘reminder’ e-mail to clients to download their documents.  If anyone has any insight, I would appreciate it.  Thank you!

371
Ben.Enviah
Smokeball Team
6 months ago
D
DebbyJContributor
asked in General Q&A
Searching for files to attach to emails

Hi,When I’ve prepared an email to send and need to select an attachment, is there anyway I can change my default to always ‘Show emails’ when the selection box appears?It’s a pain to scroll through all the documents only to find out that what I need to find is actually an email.  It would be great if I could change that to default to always show them.It doesn’t matter whether it’s a user default, or it’s system wide, my colleagues would also like the facility to make it default.If anyone knows, please share it with me.Thank you

171
Sara Sultan
Community Manager
6 months ago
F
Faith MorseContributor
asked in General Q&A
Cases Settled Report

Fellow Personal Injury Practitioners:  Have you found a way to run a report that shows cases that have settled over a certain time period and the revenue from those cases? Preferably also showing case tags and attorney and staff time in the file?  Thanks! Faith

294
F
7 months ago
S
SheldonContributor
asked in General Q&A
Communication with Word

Anyone else find that they have to kill all smokeball process at least a couple of times a day because it wont communicate with word?Its extremely frustrating if you need to open a document quickly and Smokeball chooses not to speak to word in the middle of a conference. 

806
LitalienLaw
7 months ago
J
Joe.BurgerContributor
asked in General Q&A
Jail Time Served

Does anyone know how to get Prior Time Served (in Days) for previous jail time to populate?

121
Sara Sultan
Community Manager
7 months ago
rlake
rlakeRegular
asked in General Q&A
Estate PLanning - Intake Form for Couples

While the current intake form for estate planning permits two people, a couple for example, to complete separate intakes via links sent to them; the process is flawed.The first person or client to complete the intake form will have their details uploaded automatically to the ‘Wills Details’ area of Smokeball but the second person’s details are not uploaded. It also appears that the same form is use for both people which causes confusion with pre-filled data when sent to clients.I understand that the issue likely arises because the intake form does not have the capability to bifurcate when the second person’s details are entered.When will this issue be fixed or what can be done to solve this for us practitioners now.

523
Ben.Enviah
Smokeball Team
7 months ago
S
sgibsonContributor
asked in General Q&A
Is there a way to import time entries into SB?

We work with a contract attorney who bills her time into her own system. We then bill her time to our clients through smokeball. Is there a way to import multiple time entries into SB so she does not have to duplicate work?

665
Sara Sultan
Community Manager
7 months ago
LitalienLaw
LitalienLawContributor
asked in General Q&A
Intake forms mapped fields

I am new to SB and trying to set up my intake forms.  For some reason, when I choose a mapped field, nothing comes up.  Any idea what I am doing wrong?  All I get is what is in the screenshot. 

642
LitalienLaw
7 months ago

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