Product Update

Latest productivity and billing features

Related: Billing & Trust Accounting Document Automation Matter Management Documents & Emails
Latest productivity and billing features

It’s been a busy few months! We’ve wrapped up some fantastic new features for all of our clients - here’s the highlights: 

Drafting documents to multiple clients just got easier 

When creating letters or precedent/forms, you can now choose from the contacts linked to the matter rather than editing the address block manually.  No more manual editing or removing clients automatically added from the matter into the address block. Read the version 8.3 release notes for details.

Customise your view  

It’s now easy to show, hide or reorder columns to help you find what you need in the form library / precedent library. Simply right-click anywhere in the column header bar to see what columns are available to you.

Keep track of time and expenses in closed matters 

Need to add time and expenses to closed matters?  Well now you can! You could do this from the billing side and now you can do it from within the Smokeball desktop too. This way, you can focus on serving clients, even when the matter is closed. Find out more

Edit your time and expenses in bulk 

Getting paid just got easier – that's always a winner! You can now change multiple time or expenses items from billable to non-billable (or vice versa). And, if you need to change individual time-based billable items to a fixed fee, it’s now a breeze! Find out more

Protect trust fund allocations  

Smokeball Billing lets you set aside and protect funds earmarked for a specific purpose, ensuring those funds don’t get used accidentally (oh no!). It’s easy to start protecting your trust funds today.

Bank recs made easy 

You asked, we listened! The Bank Reconciliation screen just got better, with improved sorting, filtering and searching. Even with loads of data, these improvements will help you reconcile in no time. Review Smokeball trust accounting features for full details.

And there’s more...

We’ve made many more improvements over the last month. Read all about all new features and fixes in our Support Hub.

I’d love to hear your feedback – hit reply to post your thoughts.  

Thanks for the great update @adeleh super informative!