
Coming soon: signatures, auto address lookup, safe custody documents and evergreen retainer invoicing
We’re just putting the finishing touches on our latest update to Smokeball. Watch the video to learn what’s new and click the “subscribe” button at the bottom of this post to be the first to know when these features are live! We’ve built more than we could cover in our video this month! Here’s the highlights and links to find out more: Now available in Smokeball Billing Streamline compliance and invoicing with embedded signaturesYou can now embed signatures in invoices automatically. Add the signatures you need in settings then customise as much as you want to by choosing which signatures are needed for each matter and invoice type.[US only] Automate evergreen retainer top-ups Quickly update invoices to include retainer to top-up requests. This feature works well with the existing ability to set an alert when your retainer balance drops below a preset amount. Learn more about what we’ve recently released in Smokeball Billing. Coming soon in Smokeball desktopImportant - these features are scheduled to be released soon and are not yet live in Smokeball desktop. We’ll let you know when they’re ready to go right here. [AU only] Store files with your contact for safe custodyDigital safe custody documents such as wills, certificates or title and assets are now easy to link to a contact for use across multiple matters.Click to zoom in Create a new Lead or Matter from a contactWord of mouth recommendations are still a major source of new clients. Because of these connections - you will often find the details you need are already stored in your contacts in Smokeball. Right clicking on an existing contact now lets you create a lead or matter that is already linked up to the contact in your records. Click to zoom in You auto-complete me. Autocomplete addresses in contact cards. Get some extra peace of mind that your address is correct with our autocomplete function. As you enter in details, we’ll search for matching street addresses. Just click the right one to automatically update the rest of your contact’s details. Click to zoom in Keep what matters in your matter view Sub-items give you space to record as much or as little detail as you need for each matter that you create for your clients. Declutter your view by hiding the items you don’t need. Click to zoom in For the full list of what’s to come in Smokeball, visit our release notes page.That's all for now! Let us know what you think or ask questions by replying below.