Product Updates

Give your team the right level of access to invoicesTier: Grow, Prosper+ Region: US, AU and UKDelegate invoice tasks to the right people on your team without exposing sensitive client data.  New granular invoice permissions (Full Access, Read Only, and No Access) let your client-facing staff view and share invoices without creating, editing, or deleting them, while invoice control remains locked to those who manage the books. A separate web settings permission lets you decide who can access your firm's settings in the web app, independent of desktop access. See how:  US  |  AU  | UK No more duplicate emails on matters with our new Outlook add-inTier: Boost, Grow, Prosper+ Region: US, AU and UKKeep your matter records clear without manually deleting duplicates. When a team member saves an email to a matter, anyone else who received the same email through a shared mailbox or CC now sees a Smokeball tag on it in Outlook, so the same email isn't saved twice.Connect to new Outlook:  US  |  AU  | UK   File emails and attachments from Gmail to Smokeball BoostTier: Boost Region: US and AUOur Gmail add-on helps your firm keep matter files organized by saving emails and attachments directly to your matters in Smokeball. Replies to filed emails are automatically added to the same matter, and every filed email gets a Smokeball label in Gmail so you can see what’s been saved. See how:  US  |  AU  Get paid faster with Smokeball Payments for Bill and BoostTier: Bill, BoostRegion: USGet paid faster, with every payment tracked to the right matter automatically. Accept Visa, Mastercard, AMEX, and eCheck payments across invoices, intake forms, and direct payment links, including trust payments. There's no additional monthly fee. You only pay processing fees on the transactions you run, with the option to pass credit card fees on to your client.Get started with Smokeball PaymentsLearn more Close out client account interest for every matter in one pass Tier: Prosper+Region: UKHandle client account interest in one place, without the manual calculations or receipting interest one matter at a time. The interest calculator works through your matters in bulk, calculating the interest owed, allocating it across matters, and posting it to each one in a single run.See how 

This month’s updates help you work through emails faster, capture more accurate client information from the outset, and keeps compliance records and trust accounts in order. Keep reading to see what's new this month. Our new Outlook add-in for Smokeball’s desktop app is hereTier: Grow, Prosper+ Region: US, AU and UKMicrosoft is transitioning to the new Outlook, and so are we. Our latest add-in for Smokeball’s desktop app supports new Outlook for Windows and Outlook’s web app, giving you more flexibility to work wherever you need and unlocking new features such as Archie AI and tasks. Your key workflows are supported. You’ll still be able to file emails and attachments to matters, track activity with AutoTime, and send emails directly from Smokeball or Word.If you’re using Smokeball on the Grow and Prosper+ tiers, switching now gives you immediate access to the latest features as soon as they’re released. Plus, your entire team doesn’t need to move at once; you can switch at your own pace.We'll continue to support classic Outlook for as long as Microsoft does (at least until 2029), but no new features or enhancements will be added. Our focus is on the latest add-in, and switching sooner means fewer disruptions as Microsoft continues its transition.If you’re on the Boost tier, you now have access to Archie AI and tasks in the Outlook add-in.Learn more about our new Outlook add-in:  US  |  AU |  UKSee how:  US  |  AU  | UK AML/CTF compliance tools to help you reduce risk and adminTier: Grow, Prosper+ Region: AUWith Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) obligations expanding for Australian law firms, many practices are starting to think about how they’ll manage client due diligence, risk assessments, and compliance documentation. To help, we’ve introduced new AML compliance features directly inside Smokeball. Through our enhanced integration with InfoTrack, firms can run AML checks, track risk assessments, and maintain compliance records without leaving Smokeball. Learn more about our AML/CMF updatesSee how Translated intake forms your clients can complete with confidenceTier: Included on Prosper+, or as part of the Intake add-on for Boost and Grow.Region: US, AU and UKCollect more accurate, complete client information from the outset with multilingual forms. Our forms support built-in translation across ten languages, presenting questions in your client's preferred language so they can respond with confidence.See how:  US  |  AU  | UK Your trust records, anchored to when transactions occurredTier: Bill, Boost, Grow, Prosper+ Region: US and UKKeep trust records aligned with when transactions occurred, not when you entered them, by setting the transaction dates for reversals and deletions. Both the transaction date and the entered date appear in summaries and reports, giving your firm a complete audit trail. By allowing reversals and deletions to be dated to the transaction date, trust balances will be more accurately reflected at the intended point in time.Note: Deleting a transaction reverses it and hides it; the transaction remains on record but is hidden from the default ledger view and can be made visible again at any time.See how Clear, formatted intake forms your clients can followTier: Included on Prosper+, or as part of the Intake add-on for Boost and GrowRegion: US, AU and UKBullet points, numbered lists, and indents built directly into the form builder let you present information, and questions in a format that's easy to scan and follow. A fixed toolbar keeps those options in reach alongside existing formatting such as bold, underline, italic, heading styles, and hyperlinks, so everything you need is in one place     

This month's updates give your firm more control over the details that matter, from how clients first encounter your firm to how your team prompts, bills, and manages contacts. Keep reading to see what's new this month. Connect Smokeball with HubSpot to streamline client intakeTier: Boost, Grow, Prosper+ Region: US, AU and GBKeep your client intake and marketing efforts in sync with the new Smokeball and HubSpot integration. Automatically capture and sync contact and matter details between systems for consistency and reduced admin. Your firm can seamlessly move closed won deals in HubSpot, into a general matter within in Smokeball, with key activities like notes, tasks, meetings and calls carried across without manual data entry.Learn more:  US  |  AU  | GBConnect HubSpot:  US  |  AU  | GB Brand your intake forms to make a strong first impressionTier: Boost, Grow, Prosper+ Region: US, AU and GBGive your new clients a consistent, branded experience from their first interaction with your firm. With the Branding tab in your form settings, you can apply your brand color, logo, and preferred styling to all intake forms, including forms embedded on your website. Choose how your header appears, set the shapes of input fields and buttons, and preview changes in real-time before publishing. See how:  US  |  AU  | GB Refine your prompts instantly with ArchieTier: Boost, Grow, Prosper+ Region: US, AU and GBWriting the right AI prompt can be tricky to get the output you're aiming for. To help make it easier, we've launched Archie Improve Prompt to instantly improve what you have already written. Archie helps clarify structure, reduce ambiguity, and strengthen your instructions while preserving your legal intent. You get a clearer, more effective prompt without having to create a detailed prompt from scratch. Refine in seconds, run with confidence, and get better AI results with ease.See how:  US  |  AU  | GB Filter invoices by originating attorney and timekeeperTier: Bill, Boost, Grow, Prosper+ Region: US, AU and GBYou can now filter the Invoices tab by originating attorney (i.e., introducer) and timekeeper to quickly narrow invoice lists for review and approval workflows. The originating attorney filter is also available across the other tabs on the Invoices page. Download trust statement exports through authenticated, secure linksTier: Bill, Boost, Grow, Prosper+ Region: US, AU and GBTrust statement exports (i.e., retainer statements in the US) are more secure and available for longer, with authenticated downloads that remain active for 7 days. Downloadable files are now delivered through an authenticated landing page within our platform. Access requires your standard login credentials, including any two-factor or SSO authentication your firm uses. Expiry dates are shown in both the notification email and the landing page, so you always know how long you have to download your files. 

From recovering expenses first on partial payments to tailored intake messages, this month’s updates help your firm work more efficiently by reducing manual rework and supporting cleaner, more reliable data. If you’re a US personal injury firm, try the TryNovo Archie app to create source-cited medical chronologies and demand letters in minutes.  Apply partial payments to expenses first     Tier: Bill, Boost, Grow, Prosper+ Region: US, AU and GBRecover expenses (i.e., disbursements) first, so your firm isn’t left out of pocket on partial payments. With expense-first payment allocation, payments are applied to expenses in full before fees, reducing overstated fee income and supporting clearer compensation reporting. This firm-wide setting applies when you finalize an invoice and flows through to Income Allocation reports. Note: In the US, this setting will also be reflected in the journal entries synced to QuickBooks Online. See how:  US  |  AU  | GB  Intake: Create tailored message templates for formsTier: Boost, Grow, Prosper+ Region: US, AU and GBSend clearer, more relevant Intake form messages, without rewriting them each time. Instead of relying on firm-wide messages, you can set form-specific templates for when a form is shared, when reminders are sent, and when the confirmation message displays on completion. These templates are used automatically when you share a form by email or via a client portal message.  See how:  US  |  AU  | GB Get medical chronologies and demand letters in minutes with the TryNovo Archie appTier: Boost, Grow, Prosper+ Region: USTryNovo (built by Novo) is a new Archie app for personal injury that turns medical records, invoices, and case documents into source-cited medical chronologies and evidence-based demand letters in minutes, right insight your Smokeball matters. With flat, per-matter pricing, complex cases are covered whether the file is 100 pages or 10,000+, helping you reduce hours of manual record review and move cases forward with fewer errors and less rework. Try the TryNovo app on your first three matters at no extra cost.See how:  Support article  |  Webinar: AI-Powered Medical Chronologies & Demands  Intake: Clients fill out forms faster with contact autofill Tier: Boost, Grow, Prosper+Region: US, AU and GBClients can complete Intake forms sooner by reusing details they’ve already entered. This cuts repeat typing and reduces inconsistencies, giving clients a smoother intake experience and your firm cleaner data. When the same person appears in multiple roles (for example, executor and power of attorney), clients can select the contact and the related details auto-fill. This functionality is now also available when entering company details.   

From getting trusted answers to legal questions to tracking origination credit and generating easy-to-review transcripts, this month’s updates help you access key insights faster and highlight every team member’s role in each matter.  Introducing LawY: Answers to legal questions, backed by experts Tier: Boost, Grow, Prosper+ Region: US, AU and GBResearch legal questions directly from Archie. Powered by our LawY integration, get AI-generated answers tailored to your jurisdiction and matter type, with the option to verify responses through qualified lawyers. LawY is exclusively available through the Archie add-on. Note: In the US, LawY is currently available for the following matter types including, Estate Planning, Probate and Estate administration, Family, Real Estate and Elder Law. See how:  US  |  AU  | GB Split and track origination credit Tier: Boost, Grow, Prosper+ Region: US, AU and GBYou can now credit multiple originating attorneys (i.e., introducers) on a matter, set percentage allocations, and see those splits automatically reflected in your Income Allocation reports. This gives you a clear view of individual contributions to support how you recognize and reward new work. ​  See how:  US  |  AU  | GB Accurate, easy-to-review transcripts with the Archie’s audio transcription appTier: Boost, Grow, Prosper+ Region: US, AU and GBMake your calls and meetings easier to review, revisit and act on with the latest Archie App. Turn audio and video into accurate, detailed transcripts that you can search and ask questions about, complete with concise summaries that surface key points.  See how:  US  |  AU  | GB See exactly who’s working on every lead and matter Tier: Boost, Grow, Prosper+ Region: US, AU and GBYou can now add a Primary Person Assisting, along with multiple Other Person(s) Assisting, giving your firm clearer visibility into who’s involved and how work is shared across leads and matters. Use the Assigned Matters widget to filter by these roles and quickly see what each staff member is working on. You can also leverage these roles in workflows, ensuring tasks are assigned to the right people.     Reminder: Two-factor authentication required soon. Set it up now.To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up. We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption.  How to set up 2FA:   US  |  AU  |  GB 

Fine-tune how Archie AI responds with settings Tier: Boost, Grow, Prosper+ Region: US, AU and GBWith Archie’s advanced settings, you can now control how it handles prompts and documents. Whether you’d like to try a different AI model or set preferences for how Archie approaches complex tasks, these settings are designed to deliver more relevant, thoughtful responses while prioritizing quality over speed when it matters. See how:  US  |  AU  | GB Customize Client Portal emails for a better client experience  Tier: Boost, Grow, Prosper+ Region: US, AU and GBCustomize the emails triggered when a client is first invited to the Client Portal or notified of a new message. Update the subject line and body to reflect your firm’s tone, add automation fields, and preview changes as you go.  See how:  US  |  AU  |  GB  Mark multiple supplier payments as paid  Tier: Grow, Prosper+ Region: AU and GBStreamline supplier payments across multiple matters. Select multiple disbursement (i.e., cost recovery) entries from the same supplier, choose a payment method, and mark them as paid in a single step. We’ll send one consolidated payment to Xero or MYOB to keep your records accurate and reduce manual effort. See how:  AU  |  GB  Send and sign documents in Smokeball Boost Tier: BoostRegion: USSmokeball Boost now integrates with InfoTrack’s eSignature solution, bringing built-in electronic signing to your matter workflows. Send documents for signing, track their progress, and automatically sync executed copies, without leaving Smokeball. Get started with InfoTrack’s InfoSign option at no extra cost. See how:  US  Edit your firm’s letterhead template directly in Microsoft Word Tier: BoostRegion: US and AUEdit your template to adjust the text, formatting, and layout, and insert fields that automatically populate with firm, matter, and addressee details. The template is used for every letter generated in Smokeball, keeping your letters consistent and professional. See how:   US  |  AU   Reminder: Two-factor authentication required soon. Set it up now.     To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up. We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption.  How to set up 2FA:   US  |  AU  |  GB 

Meet the new Archie Apps to fast-track document review  Tier: Boost, Grow, Prosper+ Region: US, AU and GBArchie Apps is a suite of powerful AI tools designed to tackle some of the most complex and time-consuming tasks in legal practice. Built in-house and with trusted partners, Archie Apps gives your firm access to the latest AI tools, all within Smokeball. Here are our latest apps: Bank Statement Analyzer Upload bank statements in bulk to uncover patterns, insights, and red flags in minutes, not hours.See how:  US |  AU  |  GBLegal Chronology Convert complex matter documents into clear, accurate timelines with just a few clicks.  See how:  US |  AU  |  GBNSW Contract Review by InfoTrackSpeed up reviews of NSW residential contracts with InfoTrack’s app that highlights key details and potential issues. See how:  AU  Guide Archie AI with curated knowledge from your firmTier: Boost, Grow, Prosper+ Region: US, AU and GBKnowledge Sources provide Archie AI with additional context beyond the matter, enhancing accuracy and relevance. By uploading material your firm already knows and trusts, you can shape how Archie writes and responds.   See how:  US  |  AU  | GB Restrict access to firm-level settings​ Tier: Grow, Prosper+ Region: US, AU and GBPrevent unexpected changes with a new permission that lets you control who can view and edit firm-level settings. This helps minimize changes that affect how your firm operates, while still allowing staff to manage their own profile and preferences (for calendars and emails).See how:  US  |  AU  | GB  Control when client payments are recorded with clearance days Tier: Bill, Boost, Grow, Prosper+ Region: US, AU and GBClearance days helps your firm record payments more accurately by adding a short delay between when a client pays and when the receipt is finalized. When a payment is made, Smokeball creates a pending receipt that’s visible on the matter, invoice, and payment plan. It will clear automatically after the number of business days set in your Firm Settings (default is five). See how:  US  |  AU  | GB Reminder: Two-factor authentication required soon. Set it up now.   To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up. We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption.  How to set up 2FA:  US  |  AU  |  GB 

Tailored, consistent documents for every branch Tier: Prosper+ Region: US, AU and GBCreate branch-specific document containers to easily manage different letterheads, footers and branding across offices. Smokeball applies the correct container to documents based on the matter’s branch, keeping files polished and consistent without manual updates. See how:  US  |  AU  |  GB  See Dropbox files right from each matter Tier: BoostRegion: US, AUOur integration lets you save your Dropbox documents directly to their respective matters, giving you instant access from within Smokeball. See how:  US  |  AU   FamilyProperty integration: Family law updates  Tier: Grow, Prosper+ Region: AUFamilyProperty questionnaires now reflect recent changes to the Family Law Act 1975 (Cth), with new and updated questions covering financial wastage, housing needs, financial hardship, and pets. Pet details can also be added directly to the balance sheet. All captured information flows into your automated documents to support accurate and compliant drafting. If you have any questions, please reach out to support@familyproperty.com.au.  AutoTime AI is now available in Beta  Tier: Grow, Prosper+ Region: US, AU, GBWe’ve taken AutoTime one step further with AutoTime AI, a new tool designed to make reviewing and editing your time entries even easier. AutoTime AI learns from you by monitoring your last 100 time entry description edits. When you click the AI button, it suggests time entry descriptions that reflect the way you’ve written and refined them in the past. The more you use it, the more accurate and personalized the suggestions become. Benefits for your firm: Save time – reduce manual edits with AI-powered suggestions tailored to your style.  Increase consistency – ensure time entries reflect the same language and formatting across matters.  Improve accuracy – let AI do the heavy lifting while you focus on reviewing and approving. AutoTime AI is currently in Beta, and your feedback will help us fine-tune the experience before general release.See how:  US  |  AU  |  GB  |  Share feedback on Beta ​​​​ Reminder: Two-factor authentication required soon. Set it up now.   To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up. We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption. How to set up 2FA:  US  |  AU  |  GB  

Automatically save attachments in email replies Tier: Grow and Prosper+ Region: US, AU and UKCapture every file emailed. Our new email syncing settings let you automatically save attachments and inline images from each reply to the corresponding matter, cutting out manual downloads and preventing missed documents. Simply navigate to your Outlook and Notifications settings and tick the boxes highlighted below. Capture leads on the go Tier: Grow and Prosper+ Region: US, AU and UKNever miss an opportunity with the Smokeball mobile app, available on iOS and Android. Create new leads in just a few taps by entering key details like lead type, person responsible, and referrer. Every opportunity is logged as it comes in, keeping your intake moving without the need for follow-ups or reminders.Create leads from the Quick Add menu or the Leads page. See how:  AU  |  US  | UK Smokeball Payments: Pass on transaction fees with credit card surcharging  Tier: Boost, Grow and Prosper+ Region: USCredit card surcharging for Smokeball Payments lets you decide whether to pass transaction fees to clients or absorb them, with the option to show fees on invoices. It’s a simple way to recover payment processing costs, improve cash flow, and keep your billing process transparent.  Before enabling this feature, please check federal, state, and local laws. Credit card surcharging is not allowed in all US statesSee how:  US  Smokeball Payments: Take upfront payments with Intake Tier: Boost, Grow and Prosper+ Region: USCollect retainers or consultation fees the moment your Intake form is completed, so you can get paid faster while reducing payment admin. Clients pay by card directly in the form, and the payment is automatically linked to the correct matter and posted to the right account. See how:  US  

Manage Conflict-of-interest risks Tier Grow and Prosper+Region US, AU and UK To help your firm stay compliant with conflict-of-interest protocols, Smokeball now gives you greater control over matter access.With this update, firm owners will be able to restrict access to matters from other firm owners. It’s an easy way to safeguard confidentiality and reduce risk, especially in matters involving opposing parties or related clients. 🔒 Available from version 9.8 onwards.See how:  AU  |  US  | UK  Payment requisitions - a smarter, more secure way to manage trust and client account payments. Tier Grow and Prosper+Region US, AU and UK Staff can now request payments without direct posting access, giving firm owners full control while keeping work moving. Built-in approvals let nominated users (like bookkeepers or practice managers) review requests to ensure compliance. Every approval is recorded on the payment detail PDF, creating a clear audit trail and peace of mind.See how: AU  |  US  | UK  Smokeball mobile app update - iOS Tier Boost, Grow and Prosper+Region US, AU and UK Smokeball’s iOS app now supports native sharing to matters using the iOS Share Sheet. You can now quickly send photos, text, voice recordings or links directly from other apps on your device into a matter in Smokeball, making it faster and easier to keep everything organised and in one place while on the go. Learn how AU  |  US  | UK Reminder: Retirement of Automatic Invoice Saving to Documents Folder – Effective July 15, 2025 Tier Grow and Prosper+Region US, AU and UK What’s changingAs of July 15, 2025, finalized invoice PDFs will no longer be auto saved to the documents folder. Why this change is happeningThere are known limitations within the current system that have led to data inaccuracies and delays in end-of-month reporting. These issues are complex and not easily addressed within the existing setup.After careful consideration, we’ve made the decision to retire this functionality to prioritize data integrity and simplify workflows. This is part of a broader effort to streamline recordkeeping and prepare for more robust, scalable solutions in the future. What this means for youThe feature remains active until July 15, 2025 After that, it will be turned off You can still access, download, and share invoices from the Invoices tab in Smokeball WebWe appreciate your understanding as we work to improve the platform. If you need support, our team is here to help.  Reminder:  Payment Plans & Card Safe Moving to Smokeball Tier Smokeball Payments users onlyRegion US To streamline your workflow, Payment Plans and Card Safe will no longer be available in the Smokeball Payments portal. From August 1, all actions must be managed directly within Smokeball. What’s changingStarting August 1, 2025, Payment Plans and Card Safe will no longer be accessible in the Smokeball Payments portal. All related actions will need to be completed directly within Smokeball. Here’s what that means💳 Card Safe Store and charge cards on file directly in Smokeball Charges apply only to outstanding invoices and go to your operating account 🔁 Payment Plans Must now be created and managed in Smokeball Apply only to outstanding invoices Deposited into your operating account Trust account plans will no longer be supported  Why this change is happeningBy bringing these features into Smokeball, you get a simpler, more unified billing experience—with fewer steps and better integration across your matters and accounts. What you need to doBefore August 1, 2025, review your existing payment plans in the Payments portal. If any plans are set to continue past that date, you’ll need to: 1. Save a credit card to the client’s payment profile in Smokeball Follow these instructions to add a card📣 This process will send a new Card on File request to your client for secure authorization. ​​2. Recreate any active payment plans in SmokeballFollow these instructions to set up a plan 3. Cancel all pending or in-progress payment plans in the Payments portal to prevent clients from being double charged.instructions here 

Intake homepage Your New Intake Homepage 🚀We’re launching a smarter way to manage your intake — coming live in the next few weeks for all firms using Intake as an add-on or on a Prosper+ plan.Get ready for your new Intake Homepage, built to help you stay on top of every web enquiry, follow-up, and client opportunity—all in one place.✔️ Instantly spot new enquiries as they come in✔️ Track pending forms that need your attention✔️ Access completed submissions with a click With complete visibility and control, you’ll follow up faster, convert more leads, and keep matters moving effortlessly. Keep an eye out—this game-changing update is just around the corner. Intake Homepage  Access Freelance Legal Work with LAWCLERK(Applicable US Boost users) Coming in June:  Exciting news for solo and small firm attorneys in the US — From June, users will be able to tap into freelance legal work opportunities directly from Smokeball Boost, thanks to our new integration with LAWCLERK.Whether you’re looking to:✔️ Supplement your income✔️ Expand into new practice areas✔️ Build connections across the legal network No long-term commitment. No chasing gigs. Just a smarter way to grow your practice, on your terms.  Get started by clicking the “Get Work” icon in the left menu bar in Boost.  Archie apps are about to change the game(Applicable US users with Archie add-on) Coming in June: Smokeball users in the US — get ready for a smarter way to work. Archie Apps are launching soon: AI-powered apps designed to tackle specific legal tasks.Our first app, in partnership with CaseMark AI helps Personal Injury attorneys save time on tasks like:Hearing and deposition summaries Medical chronologies and narratives Page-line summaries Exhibit lists Arbitration and trial summariesClick the Apps button in the Archie side bar to access Archie apps.  📣 Retirement of Automatic Invoice Saving to Documents Folder – Effective July 15, 2025(Affects Grow and Prosper users globally) We’re retiring the feature that automatically saves finalized invoices to the matter’s documents folder in the desktop app. What’s changingAs of July 15, 2025, finalized invoice PDFs will no longer be auto-saved to the documents folder. Why this change is happeningThere are known limitations within the current system that have led to data inaccuracies and delays in end-of-month reporting. These issues are complex and not easily addressed within the existing setup.After careful consideration, we’ve made the decision to retire this functionality to prioritize data integrity and simplify workflows. This is part of a broader effort to streamline recordkeeping and prepare for more robust, scalable solutions in the future. What this means for youThe feature remains active until July 15, 2025 After that, it will be turned off You can still access, download, and share invoices from the Invoices tab in Smokeball WebWe appreciate your understanding as we work to improve the platform. If you need support, our team is here to help.  Product Update: Payment Plans & Card Safe Moving to Smokeball(Applicable US Smokeball Payments users only) To streamline your workflow, Payment Plans and Card Safe will no longer be available in the Smokeball Payments portal. From August 1, all actions must be managed directly within Smokeball. What’s changingStarting August 1, 2025, Payment Plans and Card Safe will no longer be accessible in the Smokeball Payments portal. All related actions will need to be completed directly within Smokeball. Here’s what that means💳 Card Safe Store and charge cards on file directly in Smokeball Charges apply only to outstanding invoices and go to your operating account 🔁 Payment Plans Must now be created and managed in Smokeball Apply only to outstanding invoices Deposited into your operating account Trust account plans will no longer be supported  Why this change is happeningBy bringing these features into Smokeball, you get a simpler, more unified billing experience—with fewer steps and better integration across your matters and accounts. What you need to doBefore August 1, 2025, review your existing payment plans in the Payments portal. If any plans are set to continue past that date, you’ll need to: 1. Save a credit card to the client’s payment profile in Smokeball Follow these instructions to add a card📣 This process will send a new Card on File request to your client for secure authorization. ​​2. Recreate any active payment plans in SmokeballFollow these instructions to set up a plan 3. Cancel all pending or in-progress payment plans in the Payments portal to prevent clients from being double charged.instructions here 

April Product updateSplit Bills with Ease: Introducing Split Billing for Prosper Users Available to:  Prosper+ UsersRegions: US, AU & UK We’re excited to announce Split Billing, now available exclusively to Smokeball Prosper users.With Split Billing, you can divide a single invoice between multiple debtors—either evenly or by percentage—giving you the flexibility to handle split billing scenarios with ease.  Simply select debtors and choose preferred splitting methodSplit fees and costs between multiple clients on a single matter—improving transparency and simplifying compliance with court orders. This feature eliminates the manual work typically involved in dividing costs between debtors, saving time and reducing errors. Tracking payments is effortless too. Detailed reporting makes it easy to see who has paid, who hasn’t, and manage outstanding balances at a glance. Key benefits:Flexible Splitting: Divide invoices evenly or percentage to suit your matter requirements. Transparency: Issue clear, separate statements to each responsible party. Simplified Compliance: Easily meet court-ordered billing arrangements. Effortless Tracking: Monitor payments with detailed debtor reporting. 👉🏾 Discover how to split bills between debtors

We’ve combined LeadPro and MatterFlow into one powerful intake experience — designed to help you capture client and prospect information faster, more accurately, and with less back-and-forth.  What the change means: You now get one streamlined tool that includes: • Customisable, user-friendly online intake forms so you can capture leads and matter details • A library of ready-to-use legal intake form templates • Automated data capture eliminating double-handling  Already using LeadPro or MatterFlow? If you’re already using LeadPro or MatterFlow, you’ll now have access to both—no extra cost, no action needed. The update will roll out automatically. Available in: US and AU regions Got any questions?Reach out to your account manager—we’re here to help.  

March Product Update: More control, automation, and customization in Smokeball March brings powerful new tools to Smokeball, including enhanced safe custody management, a seamless InfoTrack experience, smarter AI-powered workflows, and a customizable client portal. Read on to see what’s new. 1. Edit and manage safe custody records with ease  Safe custody recordsAvailable to: Grow and Prosper Regions: AU, UK What’s new? Managing Safe Custody packets and documents in Smokeball is now more secure and compliant. You can now:  Edit packet and document details, ensuring accurate and up-to-date records.  Capture a reason for any changes, with a full change history log.  Delete packets and documents with built-in validation to prevent accidental removal.  Restore deleted packets and documents, so nothing is lost permanently.  Hide or show deleted items, keeping your records organized.  Customize packet settings, including visibility of external and firm references.  Why it matters? Previously, Safe Custody records were locked after creation, limiting firms’ ability to maintain accurate records. These updates provide necessary controls while maintaining a full audit trail for compliance. Start using these new safe custody tools today. 2. A streamlined InfoTrack experience in SmokeballRegion: AU (NSW) What’s new? You can now access InfoTrack’s one flow conveyancing directly within the InfoTrack tab in Smokeball. Both the classic and new experiences will be available during the transition. Why it matters? This update connects every step of your conveyancing journey—from client onboarding to contract execution and property settlement—without unnecessary steps. Check out the new InfoTrack experience in your Smokeball tab.  3. Make the client portal truly yoursAvailable to: All Smokeball users Regions: US, AU, UK What’s new? Customize your client portal to reflect your firm’s brand with:  Custom colors to match your branding.  Your firm’s logo for a professional, polished appearance.  Why it matters? Firms want a cohesive client experience, and a mismatched portal can feel disconnected. With these customization options, you can create a seamless, branded experience that increases client trust and adoption. Personalize your client portal today in settings. 4. Archie Prompt Library: Smarter AI, every time  Available to: Archie Users Regions: US, AU, UK What’s new? With the Archie Prompt Library, you don’t have to start from scratch.  Save and reuse your best prompts for consistent, high-quality results.  Share prompts with your team, so everyone benefits from well-crafted instructions.  Access expert-curated prompts, built by Smokeball’s legal specialists.  Create advanced “master prompts”, combining smaller, reusable prompts for complex outputs.  Tailor Archie’s output to match your workflow, with structured responses for memos, letters, court documents, and more.  Why it matters? The Archie Prompt Library ensures consistency and efficiency across your firm—so every Archie response is reliable and aligned with your needs. Try the Archie Prompt Library today.   5. Archie in Boost: Your AI-powered matter assistant Available to: Smokeball Boost users Regions: US, AU What’s new? Archie is now embedded in Smokeball Boost, making case management easier than ever. With Archie, you’ll access:  Instant AI-powered matter summaries, linked to your stored case files.  Smart legal correspondence drafting, ensuring the right tone for every client.  Quick answers to legal queries, with citations pulled from your firm’s documents.  Secure AI processing, keeping client data confidential within your Smokeball system.  Why it matters? Lawyers lose hours to admin work, billing only 3-4 hours per day despite working full-time. Research from our 2025 State of Law Report shows that:  81% of firms have adopted AI tools to improve efficiency.  72% of lawyers are willing to invest in learning AI to stay competitive.  Archie helps bridge this gap by reducing administrative overhead and maximizing billable hours. Contact your account manager to enable Archie in Boost today.  Get started with Archie in Boost today.  6. FamilyPro: Smarter financial discovery for family law firms Available to: Smokeball Prosper+ and Grow users Region: US What’s new? FamilyPro is a new add-on for family law firms, designed to simplify financial data collection and asset division.  Balance sheet intake smart form lets clients provide financial details at their own pace.  An interactive balance sheet makes property division calculations easy.  Share balance sheets with clients for easy collaboration.  Smart form integration (for Illinois firms) streamlines the Supreme Court Financial Affidavit process.  Why it matters? Financial discovery is time-consuming for firms and stressful for clients. With FamilyPro, your firm can save time, enhance collaboration, and simplify asset division. Learn more about FamilyPro and start using it today.  7. TemplateLab: Document automation for perfect documents, every time – without the effort Available to: Grow and Prosper users Regions: US What’s new? Smokeball’s document automation solution has been rebranded as TemplateLab, with four powerful features:  A library of 20,000+ court and agency forms, configured to autofill with matter data from Smokeball  A collection of commonly used letters and motion templates, reducing manual drafting.  Template-building training (free) to help your team get the most out of document automation.  Custom Template Service where legally trained experts create customized templates for your firm ($700 for 5 templates). Why it matters? Manual document drafting is tedious and time-consuming. TemplateLab streamlines the process, ensuring accuracy, efficiency, and consistency—so you can generate perfect legal documents every time – without the effort. Discover TemplateLab and start automating your documents today.    

Managing safe custody records in Smokeball just became more secure and compliant. With our latest updates, you can now edit, delete, and restore safe custody packets and documents—ensuring accuracy while maintaining a complete audit trail. These enhancements minimise errors, strengthen compliance, and align with legal standards like including the Legal Profession Uniform General Rules 2015 - reg 94. What’s new?Edit safe custody packets and documentsModify packet and document details after creation.Add or remove contacts from an existing packet.Include a reason for edits to maintain a clear audit history.All changes are logged for compliance tracking.Delete and restore safe custody packets and documentsRemove incorrect packets or documents when necessary.Validation ensures documents in "held" status cannot be deleted.Restore deleted packets and documents when needed.Option to hide or show deleted items for better record management.New firm reference fieldsIntroduce a custom firm packet reference number.Use alphanumeric identifiers for better alignment with physical records.Display these fields in reports for easy tracking.Improved right-click actionsQuickly edit or delete packets and documents from the right-click menu.Access additional options such as "show deleted" for better visibility.Why this mattersWith these enhancements, you now have greater control over your safe custody records while ensuring compliance with legal standards.Who benefits?Lawyers and firm owners can ensure safe custody records align with physical records, meeting compliance obligations without manual workarounds.Paralegals and administrative staff can correct errors efficiently, reducing audit risks.Firms using custom numbering systems can now incorporate their own packet references for consistency.Getting startedThese updates were rolled out in version 9.6 earlier this month. You don’t need to take any action—your safe custody register will automatically include these new features.For more information or support, visit our help centre or reach out to your Smokeball representative.

Smokeball February Product Update: Smarter workflows and more control  February brings exciting enhancements to Smokeball, making it easier to manage branch offices, streamline legal workflows, and improve communication with clients. Read on to see what’s new. Stay on top of your branch offices Available to: Smokeball Grow and Prosper users Regions: US, AU, UK What’s new? You can now assign matters to a specific branch office, giving you greater visibility into how different locations operate. Our team is actively working on additional branch office features, including enhanced reporting and billing functionalities, which will be released in the coming months. Why it matters? Firms with multiple locations need a structured way to manage cases across offices. This update will help improve your organisation and manage cases more efficiently across different offices. Find out more about how to activate this feature.  Archie enhancements for smarter communication    Regions: US, AU, UK What’s new? You can now:  Search by title: Quickly find the Archie chats you need.  Browse and view other users' chats: Access relevant discussions within a Matter.  Query audio and video files: Get instant call summaries from audio and video files.  Archie in messages: Use AI-powered assistance to refine client communication.  Tasks and events: Ask archie about any upcoming or overdue tasks and events on your matter.  Coming soon: You'll soon be able to create, save, and reuse AI prompts to generate high-quality, consistent responses with Archie prompt library.  Infotrack integration now in Smokeball Boost  Region: US What’s new? InfoTrack is now seamlessly integrated in Smokeball Boost, allowing you to file case-initiating documents, serve process papers, and file service affidavits in a single order—all within Smokeball. Why it matters? This integration simplifies a key litigation workflow, saving time by letting you complete three critical legal steps in just a few minutes. Learn more about InfoTrack in Boost.  Infotrack one-flow conveyancing Region: AU (NSW initially, expanding state by state) What’s new? A new, streamlined InfoTrack workflow inside Smokeball brings every step of your conveyancing journey into one seamless process—from client onboarding to contract execution and property settlement. Why it matters? By eliminating unnecessary steps and improving connectivity between key actions, this update helps property lawyers and conveyancers manage transactions more efficiently. Pro tip: Start exploring this new workflow today in your InfoTrack tab.  Track activities in Smokeball Boost for better timekeeping Regions: US, AU What’s new? Boost now tracks a range of activities automatically, helping you capture more billable hours without manually logging each task. Tracked activities include:  Matter opened  Lead opened  Events  Tasks  Messages  Memos  Intake forms  Why it matters? Law firms lose thousands of dollars annually due to inaccurate or missed time entries. This update automates tracking, ensuring that more billable time is recorded with minimal effort.  

New year, new updates. To kick off 2025, we’ve rolled out major enhancements to help you work smarter and more efficiently. LAWCLERK integration for Smokeball Prosper+  Region: US What’s new? Our exclusive partnership with LAWCLERK enables you to find, hire, and collaborate with qualified contract lawyers directly within Smokeball —eliminating the hassle of searching for external legal support. Why it matters? Firms often face capacity challenges when dealing with overflow work or specialized cases. This integration lets you scale your team instantly without hiring full-time staff, giving you flexibility to hire when you need. Find out more about the benefits of LawClerk and how to set it up.  Intake: Capture information for multiple parties  Region: US, UK, AU What’s new?  Smokeball’s intake forms now allow you to collect the same information from two parties. Why it matters? Previously, client details could be overwritten when an intake form was shared with a second party. This update ensures firms can accurately collect, store, and manage multi-party data without errors. Pro tip: Easily collect and store party details separately with Smokeball’s improved intake forms. Configure multiple parties to fill out the same intake form.  New client portal Regions: US, UK, AU What’s new? We’ve upgraded the client portal to be more user-friendly and secure for your clients, giving them an easy way to track tasks, actions, and billing—all in one place. Why it matters? A centralized, intuitive portal improves a central hub for all things related to their matter including a To-Do list, events, messages, documents and billing. Learn More about the client portal.  Got feedback? Drop us a comment in the section below. We’d love to hear how these updates impact your workflow. Here’s to a productive and successful year ahead!

Be in the driver’s seat with Smokeball’s new features  We’re excited to share our recent product updates to help you start the new year right. Streamline your workflow, improve your productivity, and make your daily tasks easier to manage. From bulk reassignment to direct access to source emails, these new features are all about giving you more control and saving you valuable time. Here’s what’s new:  1. Bulk reassignment of former staff’s work in 1 click Region: US, AU, UK Applies to: Grow and Prosper users  What’s new: If a staff member leaves your firm, you can now quickly (and easily!) reassign cases, leads, tasks, events, and workflows to other team members. Why it matters: This feature minimises disruption and ensures a smooth transition of responsibilities. Good to know: Users won't be impacted while the bulk is processing. However, if you designate a user as former staff, their account will be deactivated and some data loss may occur. Bulk reassignments cannot be changed once executed. Find out more: US | AU | UK  2. Easily locate the originating email for matter files  Regions: US, UK, AU Applies to: Grow and Prosper users What’s new: You can now easily find the originating email where related files were attached. Why it matters: This feature streamlines document review processes, allowing direct access to source emails. Learn more: US | AU | UK  3. Assign documents created in Word 365 to a Smokeball matter Regions: US, AU Applies to: Boost users What’s new: You can now assign a document drafted in Microsoft Word 365 to Smokeball matters without even leaving Word. It’s that easy.  Why it matters: Work without any interruptions with seamless integration between Microsoft Word and Smokeball. Find out how to connect Microsoft Word Online add-in to Smokeball Boost.  4. Free unlimited e-signatures through Infosign Region: US Who can access: Prosper users  What's new: Get free unlimited e-signatures through Infosign.  Why it matters: No more printing or scanning. Plus, you can request an eSignature directly from within Smokeball. This works with both PDFs and Word documents. Learn more about how to create free unlimited e-signatures.  Coming soon1. Two-factor authentication (2FA) mandate coming in May 2025   Regions: US, UK, AU  Tiers: Bill, Boost, Grow and Prosper+  What's new: Users who have 2FA activated are no longer able to disable the service.  Why it matters: In May, we’ll be adding another layer of protection to help you keep your clients’ data safe. As such, we’ll be mandating 2FA for all Smokeball users. Find out more about 2FA. Protect your clients’ data and set up 2FA now:  US  |  AU  |  UK  2. Split billing feature Regions: US, AU, UK Who’s this for: Grow and Prosper users. What’s new: You can now split bills between multiple debtors, track payments, and generate detailed reports on split billing. Why it matters: Family law attorneys often deal with shared costs in cases like divorce or Guardian ad Litem. Smokeball’s split billing makes it easy to divide expenses clearly and stay compliant with court orders, so nothing gets missed.  3. Client portal betaRegions: US, AU, UK Who’s this for: Clients of firms that use the client portal. What’s new: The client portal has been updated to help your clients stay on top of their tasks and enable them to have all their correspondence and documents from your firm in one secure place. Why it matters: The client portal is a secure way for you to exchange files, correspondence and tasks in a central place to ensure nothing is missed. Learn more about the upcoming client portal beta.  4. Partner integrations We’re integrating HubSpot with Smokeball to enable seamless data sync.  You'll soon be able to connect your Smokeball data to Power BI by Microsoft and visualise, analyse and share data insights in your reports. Learn more.  If you’re a Prosper user in the US, you will soon enjoy our LawClerk integration where you can access a network of qualified contract lawyers directly within Smokeball, saving you time and effort.   

As we wrap up 2024, it’s time to celebrate YOU — our Smokeball clients who absolutely crushed it this year. You accomplished millions of tasks, managed a mountain of matters, and sent a mind-blowing number of messages. Along the way, we worked hard to ensure your success with timesaving, productivity-enhancing features. From innovative new AI tools like Archie to seamless integrations like our Microsoft 365 add-ins, Intake Form Builder, and File Manager, this year has been all about empowering you to do your best work. Let’s revisit the highlights together! Our clients achieved some remarkable milestones this year.  2024 in review: Celebrating a year of innovation and productivity Game-changing features that you loved  Archie: Your AI-powered matter assistant   By answering over 180,000 questions around the globe, Archie quickly became a fan favorite, securely woven into your matters to supercharge document and correspondence drafting, streamline document review, and summarize matters in seconds. Why you loved it: Archie starting slashing email writing time by up to 80%, freeing you up to focus on bigger priorities. What’s next: Expect even more Archie enhancements in early 2025—stay tuned!  Boost integration with Microsoft 365 add-ins  Microsoft Outlook 365 add-ins for Boost Organize smarter, not harder. With the Outlook 365 add-in, assigning emails and attachments directly to Smokeball Boost matters became a breeze. Everything is stored in one place, making staying organized so much easier. Microsoft 365 Calendar Sync for Boost You were happy knowing you’d never miss a meeting when we introduced our two-way sync between Outlook and Smokeball Boost. It felt like having a personal assistant to keep your schedule on track. Microsoft Word 365 add-in for Boost Drafting letters got faster! The Microsoft Word add-in allowed you to create professional letters on your firm’s letterhead in seconds and assign documents to Smokeball matters from within Word. With logos and addresses automatically included, you could start writing without fuss.  Intake Form Builder: Powered by Smokeball AI  Creating client intake forms got even simpler — and smarter. With the new drag-and-drop form builder, creating sleek online forms without any coding became a reality. Plus, Smokeball AI allowed you to quickly convert PDFs or documents into user-friendly digital intake forms. Why it mattered: Get the information you need quickly and easily with digital intake forms. Who got it? All Smokeball clients can use this time-saving feature.  File Manager: Streamline your document workflow  For Smokeball Boost users, File Manager made opening, editing, and saving files directly within Smokeball seamless. Why you loved it: It reduced the risk of uploading incorrect files and kept your workflow smooth. Where it works: Available for Windows and iOS.  Looking ahead to 2025  The best part? We’re just getting started. From major upgrades to Archie to even more ways to enhance your productivity, 2025 promises to be another exciting year. Alongside the big innovations, we’ll continue delivering those small but meaningful updates that simplify your daily tasks and keep your firm running smoothly.Thank you for being part of the Smokeball family. Together, we’re making legal work easier, smarter, and more impactful every single day. Here’s to another amazing year ahead! What was your favorite feature this year? Let us know in the comments below — we’d love to hear from you!  

November product round-up This month, we're excited to bring you new updates designed to streamline your workflow, improve productivity, and make your daily tasks easier to manage. From enhanced document management to seamless calendar syncing and email integration, these features are all about giving you more control and saving you valuable time. Here’s what’s new:   Smokeball Boost updates   1. Letter automation  Regions: US, UK, AU Tier: Boost What’s new: Smokeball now offers a Word add-in that allows you to use the Create Letter function to draft letters on a letterhead template. Why it matters: Automate the creation of professional letters featuring your firm logo, address and recipient details, saving time on manual formatting. With this feature, your firm's logo and address will automatically appear on letterhead for a more polished look.  Learn how to create letters in Smokeball.  Connect the Word Online add-in to Smokeball: AU  |  US Create a letter in Smokeball Boost  AU  |  US  2.  File Manager   Regions: US, AU Tier: Boost What's new: File Manager allows Smokeball Boost users to open, edit, and save files directly within Smokeball Boost - streamlining document management. It’s available for Windows and IOS users. Why it matters: File manager makes working with your files simpler. This update reduces the risk of uploading incorrect files. Get started with File Manager: US  |  AU  3. New documents UI   Regions: US, UK, AU Tier: Boost What’s new: The Documents tab in Boost has a new look, featuring a streamlined action bar with options to preview, download, bookmark and share links. Be sure to download and install File Manager so you can open, edit and save files directly from within Smokeball. Why it matters: The new documents UI and File Manager make managing and editing your documents simpler and faster.   4. Outlook 365 integration  Regions: US, AU Tier: Boost What's new: Smokeball now integrates with Outlook 365, allowing you to assign emails directly to matters from within Outlook.Why it matters:  This integration saves you time by allowing seamless storage of emails and files without needing to switch between Smokeball and Outlook 365. You can assign emails and attachments to relevant matters from within Outlook, ensuring your matter records stay up to date. By linking your emails to the relevant matters, you reduce the risk of duplicate data entry and improve overall workflow efficiency.   Find out how to integrate Smokeball with Outlook 365.    5. Outlook 365 calendar sync  Regions: US, AU Tier: Boost What's new: Connect your Outlook 365 calendar with Smokeball boost for two-way sync of calendar entries. Why it matters: Two-way sync means reduced risk of missing an important date or deadline. Connect your Outlook 365 Calendar. General Updates  1. Two factor authentication (2FA)  Regions: US, UK, AU Tiers: Bill, Boost, Grow and Prosper+ What's new:  Once activated, users will not be able to disable 2FA.Why it matters: In 2025, we’ll be mandating 2FA for all Smokeball users. This feature is essential for helping firms keep clients’ data safe.  Protect your clients’ data and set up 2FA now:  US  |  AU  |  UK  Web Updates  1. New matter creation UI  Regions: US, UK, AU Tiers: Bill, Boost, Grow and Prosper+ What's new: We’re changing the experience of creating a new matter in browser (web) from a form with multiple accordion sections to a 5-step process with less fields to complete. Why it matters: Quickly create new matters wherever you are with our new browser-based interface. The streamlined process ensures that you can capture essential matter details in minutes and add more information later.   Learn how to create matters in 5 steps.  These new features are part of our ongoing efforts to make your workflow more efficient and seamless. We hope you’re as excited about these new features as we are!  2. Bulk trust deposits  Regions: US, UK, AU Tiers: Bill, Boost, Grow and Prosper+ What's new: This new feature enables browser users to easily split a single payment from a client and distribute it across multiple matters for that client.  Why it matters: This streamlines trust payment allocations for a client with multiple matters.   Learn how to allocate bulk payments:  US  |  AU  |  UK  2. Staff targets  Regions: US, UK, AU What's new: Track staff progress and performance and easily manage staff capacity with the ability to set staff targets. Why it matters: Manage your staff’s capacity and workload in one easy place. Step 1 Step 2 Learn how to set up staff targets.  

6 updates to Smokeball Boost  We supercharged Smokeball Boost and we’re excited for you to try out the new features that will help your firm run more smoothly and efficiently! Here’s what you can look forward to:  1. Outlook 365 add-in 📧Save time by directly assigning emails or attachments to a Smokeball Matter. With everything stored in one spot, staying organized has never been easier.  2. Microsoft 365 calendar sync 📅Keep track of every appointment by syncing your Microsoft 365 calendar with Smokeball. With two-way sync between Outlook and Smokeball, you’ll always be on top of your schedule.  3. Word add-in Install the Microsoft 365 Word add-in to use the new Create Letter function and draft letters on a standard letterhead. If your firm settings include a logo, it will automatically appear in the letterhead along with your firm’s address, so you can start drafting in seconds.  4. File manager 📁Managing files just got a whole lot smoother. With File Manager, you can access, edit, and sync file changes directly within Smokeball Boost. No more downloading or re-uploading! File Manager is available on both Windows and iOS. Ready to set it up? Find support articles here: US   |   AU   |   UK   5. New documents layoutThe documents section in Smokeball Boost just got a fresh new look! With an intuitive pop-over menu, managing files is now quicker and simpler.  6. New matter creation experienceStarting a new matter is now a breeze! The updated experience divides matter creation into five easy steps, helping you get up and running from anywhere in minutes.  Why does this matter? From managing files and emails to keeping tabs on your calendar, these are essential tasks for every law firm. With these new features, staying organized in Smokeball Boost will be easier than ever.  Who gets it? All these updates are available to Smokeball Boost users via their web browser. Some features may require a Microsoft 365 account.  Hope you enjoy these updates as much as we enjoyed building them! 🎉 Let’s get boosting! 

Updates to Native Desktop App  Back in August, we made some changes to the Smokeball native desktop app to boost performance.  Based on user feedback, we’ve implemented additional improvements and introduced new features.  What’s changed  Matter list and contact list pagination:  Users can now choose to view 50, 100, or 200 matters in a matter list before pagination occurs. This change benefits firms that prefer to scroll through more matters per page. The feature will be gradually rolled out to users over the coming weeks.  Improvements to search logic:  We’ve enhanced the search logic to allow partial matches for internal matter reference numbers, making it easier to find relevant matters.    Automated signatures and firm logos:  Users can now upload their firm’s logo or staff signatures to be used as automation fields within Word or PDF document templates, making it easier to create templates without the use of ‘if-then’ statements.        Workflow trigger: Automatically trigger a workflow when transitioning a matter from one stage to another.  A new checkbox in stage set configuration allows workflows to be automatically displayed when a stage transition occurs. This eliminates the need to manually trigger workflow prompts and enables users to create stage-specific workflows.    Task priorities:  Tasks can now be categorized by priority, including: Urgent, High, Medium, Low, No Priority.  These priorities will appear next to the task name wherever tasks are displayed, including the task list, tasks tab in a matter, daily digest email, and widget.    New file browsing experience:  Instead of viewing files in the document pane of Smokeball there’s now a pop out button (see below)  which triggers a new window to pop out, allowing users to manage their folders and files easier in a larger full screen.        Kanban board widget: This new widget helps users visualize their matters grouped by matter stage. Additional filters include staff member tags or roles, giving a clearer overview of team progress.    Assigned Matters widget:  This widget helps users see how many matters a staff member is involved in. It offers two views: a numbers view that shows how many matters and leads are assigned to a staff member, and a list view with a clickable list of matters.    Improved online publishing feature:  Users can now upload files directly from a matter to frequently visited websites (such as court form submission sites) quickly and easily. This feature removes the need to save files locally before uploading them. It supports uploading both single and multiple files at once.   Why does it matter? These enhancements are designed to streamline your team's Smokeball workflow, helping you complete daily tasks more efficiently.  Who gets it? These updates are available to users of Smokeball's native desktop app version 9.3 or higher. Be sure to update to access these new features. 

AI to make intake faster and more accurate  Online intake forms have transformed the way firms get vital information from prospects and clients quickly and easily - no more emailing files or interpreting handwritten forms.  Back in July, we made building intake forms easier and quicker with the help of Smokeball AI.  Now we’re taking it a step further with a brand new autofill feature (currently in BETA).  What is it?With Smokeball AI, the intake process is now even smoother with the introduction of our Autofill Assistant. This feature offers two powerful ways to streamline information exchange between you and your clients.   Autofill Assistant for Your Clients  A simple toggle will allow your clients to upload relevant documents for Smokeball AI to scan and automatically pre-populate their intake form with relevant information.  Clients just need to review the form, confirm the prefilled details, and fill in any missing information     Autofill Assistant with Archie The Autofill Assistant streamlines the process for firms using Archie by allowing you to send partially populated forms to clients, significantly reducing manual data entry. This feature ensures that clients don’t have to provide information that you already possess.  Simply navigate to the client's matter, click intake then share form then select internal use.  In the window, select the form you’d like to share and activate the Autofill with Archie toggle.     Why does it matter? These enhancements will significantly reduce the time it takes for your clients to provide the information you need, speeding up the intake process so you can get to work sooner.  Who gets it? Autofill Assistant for clients is available with the LeadPro and MatterFlow add-ons or on Prosper+ plan. Autofill Assistant with Archie is available to firms with Archie enabled and have LeadPro and MatterFlow add-ons or on the Prosper+ plan. 

September Product Round-Up for Grow & Prosper+  We’re excited to share September’s updates for Grow and Prosper+. These new features are all about helping you work efficiently, improve your productivity and streamline your workflows.    1. Tag emails with Smokeball in Outlook   Region: Global What’s new: You can now see a dedicated "Smokeball" category when tagging emails in Outlook to a Smokeball matter. This feature is enabled by default but can be disabled in the settings. Why it matters: This feature helps you quickly identify which emails have been assigned to Smokeball matters. By utilizing this tagging option, at a glance, you’ll easily be able to see which emails have yet to be assigned – making email management a breeze.    How it works: When composing or reviewing emails in Outlook, assign an email to a Smokeball matter. This will add the "Smokeball" category tag to that email, making it easier to identify later. If you prefer not to use this feature, it can be turned off in the settings under e-mail Preferences. Learn more: Discover how to identify emails in Outlook assigned to a matter.    2. Easily know your billed and unbilled time    Region: Global What’s new: Performance reporting has become much easier and more accurate. You’re now able to view the hours you’re billing against the actual hours worked on the job. Why it matters: By splitting out time worked versus time billed you can now accurately report on staff productivity and client billing. It helps streamline financial reporting and performance analysis for law firms. How it works: In the time recording interface, you’ll now see two fields: one for “Working Hours" and one for “Billing Hours”. Enter the time spent in the appropriate fields, and the system will automatically split them into reports, allowing for better tracking and billing. Learn more: More details coming soon on the Support Hub.   3. Create file notes in a template  Region: Australia and UKWhat’s new: File notes are now created in a pre-populated template with a simple click. When you create a file note after a client meeting, the date, time, file number, and matter details are automatically filled in, leaving you to simply input your notes. Why it matters: This update saves time by eliminating repetitive manual data entry, allowing lawyers to quickly document meeting outcomes or case progress. It improves accuracy and keeps all relevant information organized, contributing to a more efficient workflow. How it works: In the action bar click New Document and select file note.  A template will open with the date, time, and matter details prepopulated. All you need to do is add your notes. Once saved, the file note is automatically stored in the All Documents section. Learn more: Find out how to create a file note.  4. Add an intake form link to a precedent template   Region: Global Who’s it for?: Grow (with LeadPro and/or MatterFlow add-ons), all Prosper+ clientsWhat’s new: Firms can now link an intake form directly to a template, removing the extra steps of manually adding intake links to generated documents. Why it matters: This feature reduces the manual workload when generating documents that require an intake form link. It allows firms to automate the process, reducing errors and speeding up document preparation, ultimately leading to more efficient client onboarding and case management. How it works: When setting up a document, you can now attach an intake link directly to the template. This eliminates the need for post-generation edits and ensures the form is ready when the document is created. Simply choose the appropriate template, and the intake form link will be pre-included. Learn more:  Find out how to add an intake form link to a template.    We’re here to help  We hope these updates help improve your workflow, and we look forward to delivering more enhancements next month! If you need assistance, feel free to reach out to our support team.   At Smokeball, we continuously work to make Grow and Prosper+ the productivity powerhouse for law firms. These updates were designed to increase efficiency, improve accuracy, and reduce manual work in daily tasks. By streamlining tasks like email management, time tracking, and document creation, your team can focus more on client work and less on administrative tasks.           

What is it? We've made significant updates to the user interface in our native desktop app to boost performance and enhance your experience. While these changes might require some adjustments to your workflow, they are designed to improve Smokeball’s speed and reliability, making it easier for you to access and organize information efficiently. Here’s what’s changed: Contact and Matter Lists: Contact and Matter lists are now paginated, displaying 50 items at a time, instead of one long continuous list.  No More Grouping: Grouping has been replaced with filters to refine your data faster.  Exporting Matter Lists: Exporting a matter list is now only possible via a report.  Connecting Related Matters: A new feature that allows you to toggle between a single client’s multiple matters easily.  NEW: Link related matters to quickly switch context. Find out more  Why does it matter? These changes are aimed at improving platform performance (e.g., moving to paginated lists) and making it easier for you to find, sort, and view your data, ultimately enhancing your productivity.  Who gets it? These updates apply to all Grow and Prosper+ users of our Native Desktop App.