Build your own dashboard, new billing templates & more

Related: Billing & Trust Accounting Documents & Emails Reporting & Insights
Build your own dashboard, new billing templates & more


Every month, we help you discover our freshest version of Smokeball. In August, here’s a few key additions: 

 

 

Track your work your way: custom dashboards and widgets 

Track critical dates, tasks, leads or matters by adding widgets and organising your dashboard. Whatever you are working on, we have a widget to watch it. Choose from a library of custom widgets to personalise your dashboard.  

 

New branded billing templates 

We’ve polished our billing email templates to ensure they load faster and showcase your firm's brand. You can show your firm logo and a “pay now” button to make invoicing easier.  

Get the details in the latest billing releases in the Support Hub.

 

Find errors in your document automations and fix them  

If/then/else statements are the key to automating more of your work. We’ve made it easier to see if there’s an error in the way yours are set up.  

 

Lock your PDF documents 

It's now possible to share a PDF court form with your client, in a read-only format, hiding the input fields to avoid unnecessary confusion. Here’s how.

 

What widgets do you want next?  
Is there a widget that you’d like to see in the library? Reply below and let us know.  

I really like the new customizable dashboard and new widgets.  One thing that would be great - if we can filter the widget even more.  New matters - can we just look at one attorney responsible?  Same for leads?  Really - most of the matter widgets to see only one attorney responsible would be great.


Thanks so much for sharing this @jsalter314! I have passed this feedback on to @Ian Sperry and @betajosh711  who are working hard on the next versions of the widgets. Stay tuned for more info!