General Q&A

Is there a way to make ‘Child’ always come up in Matter Details (in all Estate Planning matters) without having to add it to each matter in Matter Settings?

Is there a way to add recurring time entry? Example, I have a monthly review of some documents/items outside SB.

Hi, so I often use delay delivery on my emails in outlook if I’m working late or on weekends and want the email to go the next business day. But I have noticed that despite the email being generated from SB and tagged for the matter, when it sends, it doesn’t show up in the matter.The only way to get it showing is to untag and retag the matter in the email.Is there a way to fix this?Thanks

We have a client who has a credit note on their account. The matter is now closed so we physically need to pay the credit note to the client. How is this done in smokeball? I can only find how to apply against invoices.

My boss wants to have just emails under the Email tab in each matter, but all of our folders for the matter show up there as well. Why is that? Is there a way to have the folders show up just under the Documents tab and not under every other tab as well?

I got a problem since last week or so, and the files I recieve from clients on the messages tab are not downloading to my computer. I don’t know if this is due to the updates on the app

We have Ooma as a phone/fax service. To send a fax, we drag a PDF into the application. We cannot drag a PDF from SB into the application as it says it doesn’t recognize it as a PDF. So currently, we have to save the PDF to a temporary file and then drag and drop it into the fax application. Is there a quicker way to do this from within SB? Can anyone tell us why the PDF isn’t recognized as a PDF when we try to drag it out from SB?

I cannot type my notes all day long. But I could dictate them.  Is it possible to dictate into SB? Does anyone have an app that works or easy process 

Curious if Smokeball has set up anything re this new Hipaa attestation form.I was about to try to upload it into our system and try do it.Also wondering if anyone already did so and may have tips/advice. 

Hi there,  I was wondering if anyone had any ideas or suggestions. I am a recent user of smokeball. My laptop is 3 years old and was struggling to run smokeball and other applications at the same time. I bit the bullet and recently bought a new laptop so I could run smokeball and other applications. I bought a top of the line laptop with more RAM (32GB) same brand as my existing laptop (Lenovo) same operating system (windows). When I went to download smokeball on the new laptop, I had all sorts of problems. I rang smokeball support for help. They tried to install smokeball and had issues. Finally I was told that smokeball doesn’t support the processor that my new laptop has. The processor is Snapdragon(R) X Elite - X1E78100 - Qualcomm(R) Oryon(TM) CPU   3.42 GHz.Does any of this sound right? Are there any work arounds or solutions? Otherwise it seems that I have spent $3000 on a new laptop for my business that I can’t ru

 Can anyone tell me how the client ‘viewed’ the invoice above for $1599.74 when it had not been sent from billing nor in an email. 

OK fundamentally, what is a Document Container?  Is this a folder that contains all templates organized by my chosen topic e.g. discovery

How do I remove a file from Communicate? 

 I am trying to get a summary of all the documents in a specified folder. However, I can't seem to get a prompt written that will do this. Am I not good at prompt writing or is this something that is not possible with Archie right now?

Any bankruptcy offices use Smokeball and Best Case together?  Looking for tips on the best way to use the two together in the most efficient way possible.

Is there a way to edit the provider/payor without deleting all the information and starting over?   We have multiple duplicates in our system and since they have to be deleted vs merged into one I am trying to get rid of all of the ones we don’t need however this is becoming an issue when I go to the providers and there is not an option (that I see) to just change the provider or payor vs starting over.  

Is there a way to merge duplicate client contacts into one, instead of deleting the extra contacts? 

When opening this precedent it asks me if the Agent has released the Balance of the Deposit to us. I check YES but then this does not appear anywhere on the Statement of Account. Where do I put Balance of deposit into Smokeball details so that this precedent acknowledges it?

Our firm is handling a case with a lot of time records and fees. We recently got a message from the Smokeball bot that states, “Warning: You have reached 100% of your $800.00 Fee Estimate”. Can anyone provide any insight as to what this means? Will this affect the ability to record billing/time records?   

When I set up a Lead for a new probate, there is no “beneficiary” detail in the Matter Details. How do I add that option?

As background, my firm specializes in corporate transactions and providing general counsel services. To stay organized, we set task deadlines and conduct weekly matter reviews. Our review is frustrated, however, because we have inactive or general counsel matters that are “open” matters, but shouldn’t be showing up on the dashboard because they are inactive. I’m sure other firms and practitioners would love a way to open Smokeball and view the active matters only, and have the general counsel matters be “open” but hidden from view. I have two questions for the community: Is there a quick solve to hide open general counsel matters so the dashboard only shows active deals? If we tag matters as “pending” will this still allow us to bill these matters from time to time, but these matters will be hidden from view of “open” matters? Is there a better solution?  On a related basis, when reviewing draft invoices, it is really challenging to work d

We have recently set our budgets for each fee earner for the next 12 months.Other than the Estimated Annual Cost field in the staff tab of the firm details which won’t work for what we want to do, is there a spot that we can enter each fee earner’s budget, for that to be used in reports for how each fee earner is tracking in meeting that budget?

In the calendar view, we can assign a Label to an event by right clicking and choosing a particular label and it changes the colour of the event entry to which ever label you choose Can you change and/or add to the pre-existing titles and customize to your firm?  If so how?  If not, can it be submitted to the products team

How do I re-access account I opened last December?

I’ve told Smokeball about this issue so many times, and they still can’t fix it. At this point, I don’t know if they’re incompetent or just don’t care. Every time I try to copy folders from one matter to another, it either stalls or says it’s completed—but the folders never actually show up. I keep reporting this, and they keep telling me it’s fixed, yet the problem persists. It’s beyond frustrating, and I’m seriously considering switching to another case management software.