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What's New: Rate Sets, Save (Almost) Anything to Smokeball, Instant Insights and Incoming Intake Improvements

Related: Billing & Trust Accounting Communication & Collaboration Matter Management Reporting & Insights
What's New: Rate Sets, Save (Almost) Anything to Smokeball, Instant Insights and Incoming Intake Improvements

We’re back with another recap of Smokeball feature updates! Read and watch below to see a recap of  big features, as well as some smaller enhancements that you really shouldn’t miss out on.

We’re introducing rate sets, accelerating document storage, providing instant firm insights, and refining our intake processes. Keep scrolling for links to help documents, guides and a place where you can reply with feedback or follow up questions! 
 



Smart Rate Sets: Effortlessly customize and manage billing rates across your firm for precise, flexible charging. Simplify rate adjustments and schedule changes with a few clicks, enhancing efficiency and accuracy. Learn how to charge more in less time.

 

Save (Almost) Anything To Smokeball: Effortlessly save documents, webpages, or images directly to your matters, eliminating the need for double handling. This minor tweak to your Print settings can lead to major time savings.

 

Instant Firm Insights: As a firm owner, get instant insights into your firm's performance with our updated dashboard. Access real-time data on financials and case progress, empowering you to make quick, informed decisions. Keep your firm on the path to success and learn more about Firm Insights Reporting.

 

Improvements to Intake: We now have more than 1600 tailored forms built in LeadPro and MatterFlow to help your firm with lead and matter intake. 

Last but not least, stay tuned for a deep dive into our upcoming intake releases!

 

Share Your Feedback and Ask Questions Below

Your input is crucial to our continuous improvement. We're eager to hear how these new features enhance your Smokeball experience and welcome any questions you might have. Share your thoughts and ask questions in the comments below; let's make the most of these exciting updates together.

@Sara Sultan - I just finished a Business Review with a client and they mentioned how much they love the Print to PDF option. Great way to catch up on updates quickly, thanks for the video!