From granular invoice permissions to preventing duplicate matter emails, this month's updates give your firm tighter control over the records and money moving through every matter. Keep reading to see what's new in April.
Give your team the right level of access to invoices
Tier: Grow, Prosper+
Region: US, AU and UK
Delegate 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.
No more duplicate emails on matters with our new Outlook add-in
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Keep 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.
File emails and attachments from Gmail to Smokeball Boost
Tier: Boost
Region: US and AU
Our 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.
Get paid faster with Smokeball Payments for Bill and Boost
Tier: Bill, Boost
Region: US
Get 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.
Close out client account interest for every matter in one pass
Tier: Prosper+
Region: UK
Handle 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.
