Keep your records accurate without the admin – from adjusting an issued invoice, to filing emails from Outlook mobile, to catching duplicate contacts before they're created. Keep reading to see what's new in July.
Keep emails filed and matters moving, right from Outlook mobile
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Stay on top of your matter emails while on the go. Smokeball's add-in for new Outlook now works in the Outlook mobile app on iOS and Android, so you can assign an email to a matter, save its attachments, and raise a matter task in just a few taps.
Note: This isn't available if you're using our add-in for classic Outlook.
Adjust an issued invoice, with the record intact
Tier: Bill, Boost, Grow, Prosper+
Region: US, AU and UK
Adjusting an invoice after it's been issued no longer means voiding the original and starting over. Credit individual lines or enter one total, and have it spread proportionally across fees. Each adjustment* carries the invoice's own number, flows through to your ledger, reports and balances, and moves any resulting credit into the operating retainer account** for you.
* Adjustment detail in the US, adjustment note in AU, credit note in the UK.
** Trust account in AU, client account in the UK.
Emails and attachments saved your way in new Outlook
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Save an email and its attachments into the right matter folders, under the right names – in one step. When you assign an email in new Outlook, you can rename the email and its attachments just as you do in our classic add-in and now give each one its own folder. Set a default save location in your settings, and it applies on every save.
Capture the other side's attorney and other contacts in the web app
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Matters in the web app are no longer limited to the client, the other side, and a referrer or debtor. Add the attorney (solicitor in AU and the UK) acting for the other side, however many they are. Add everyone else the matter involves to Other Contacts, with a role from the list or one you type in, and on Grow and Prosper it all carries across to the desktop app.
See possible duplicate contacts before saving a new one
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Create a new contact and see straight away if it matches one you already have. Smokeball holds the save until you pick an existing record or confirm the new one, with the best match shown first based on the details you entered.
