At ABA Techshow 2024, we announced coming AI solutions to help you optimize every aspect of your working day. Here’s a preview of what’s to come, plus other recently released Smokeball enhancements to increase your productivity.
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AI Conversation Summaries. Forget scrolling through the client portal to get a refresh on your client conversations. Just click the “Summarize Conversation” button in your messages tab to get an AI-generated recap instead! This is perfect when you’ve been out of office or for new staff who need to get up to speed fast. Check out the other exciting AI features coming your way in the next months!
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Client Portal - My Forms & Documents. To make client intake and communication even easier, we’ve added “My Forms & Documents” to the client portal. This visibly lists your client’s Smokeball Intake forms and status so your client knows what’s needed of them.
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New check number logic. You asked, we delivered! New check numbers are now generated off the most recent check. A very specific but much-needed fix! Or as the kids say: IYKYK.
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Income Allocation Summary & Income Allocation Details Default Filter. Save a custom filter for these reports so the report view is always the way you want.
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New Billing reports. Two of our most requested reports are now available!
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Operating Retainer Balances Report – view all retainer balances by matter or matter & contact.
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Rate Types by Matter Report – filter by rate type and quickly view which matters have special rate types.
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Our Product Team loves user feedback! Please share any thoughts or requests in the comments below.