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Meet Archie, your AI-powered matter assistant

8 months ago

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Help others

FunkytownFrequent Scribe

posted in General Q&A

Backing up my calendar and task list

I’d like to print or save a PDF of my calendar and my task list on a weekly basis. Does anyone else keep a hard copy as a backup? Is there a good report or export option that could do both in one shot?

1 day ago

JillBBContributor

asked in General Q&A

Removing a File from Communicate

How do I remove a file from Communicate?

1 day ago

WichitaLawyerContributor

asked in General Q&A

Archie prompt.

I am trying to get a summary of all the documents in a specified folder. However, I can't seem to get a prompt written that will do this. Am I not good at prompt writing or is this something that is not possible with Archie right now?

305

1 day ago

AbbieContributor

asked in General Q&A

Smokeball & Best Case - Bankruptcy Practices

Any bankruptcy offices use Smokeball and Best Case together? Looking for tips on the best way to use the two together in the most efficient way possible.

2 days ago

Ashley2Contributor

asked in General Q&A

Editing Providers/Payors

Is there a way to edit the provider/payor without deleting all the information and starting over? We have multiple duplicates in our system and since they have to be deleted vs merged into one I am trying to get rid of all of the ones we don’t need however this is becoming an issue when I go to the providers and there is not an option (that I see) to just change the provider or payor vs starting over.

299

3 days ago

khennniganContributor

asked in General Q&A

Client Contacts

Is there a way to merge duplicate client contacts into one, instead of deleting the extra contacts?

172

4 days ago

SupportCommunity Team

LeadPro + MatterFlow = One powerful intake toolNews

We’ve combined LeadPro and MatterFlow into one powerful intake experience — designed to help you capture client and prospect information faster, more accurately, and with less back-and-forth. What the change means: You now get one streamlined tool that includes: • Customisable, user-friendly online intake forms so you can capture leads and matter details • A library of ready-to-use legal intake form templates • Automated data capture eliminating double-handling Already using LeadPro or MatterFlow? If you’re already using LeadPro or MatterFlow, you’ll now have access to both—no extra cost, no action needed. The update will roll out automatically. Available in: US and AU regions Got any questions? Reach out to your account manager—we’re here to help.

350

4 days ago

SupportCommunity Team

published in Community News

2FA is here to protect you and your firm: Here's what you need to know.Blog

Cybercrime is on the rise and law firms are increasingly prime targets due to the sensitive nature of their data. That's why Smokeball is prioritising your data security and introducing two-factor authentication (2FA). Here's everything you need to know to get prepared and secure your firm. What is 2FA? 2FA is like having a second lock on your office door—extra security for your most important data. It’s a security measure designed to add an extra layer of protection when logging into your accounts and works by requiring two forms of verification before granting access: Before granting access, 2FA will request: Something you know: Your password. Something you have: A code sent to your phone or generated by an authenticator app. Takeaway: Even if someone steals your password, they can’t log in without the second factor. Why is 2FA being introduced to Smokeball clients As a law firm, you’re responsible for managing sensitive client information—case files, contracts, financial details, an

5 days ago

WichitaLawyerContributor

asked in General Q&A

Archie - NON-Matter Materials

I have looked but have not been able to find anything to answers my question. Is there a way to have a “knowledge base” of non-matter materials that Archie can access while in a matter. For example, The United States Sentencing Guidelines are 620 pages long in the PDF version. I would rather not add this document to every matter, but I would love to be able to access it while using Archie for case specific questions. This would go for the US Code and state criminal laws. Is this already a thing and I am simply missing it? Thanks Jim

182

5 days ago

adminbarrowlegalContributor

asked in General Q&A

Conveyancing - settlement "Statement of Account"

When opening this precedent it asks me if the Agent has released the Balance of the Deposit to us. I check YES but then this does not appear anywhere on the Statement of Account. Where do I put Balance of deposit into Smokeball details so that this precedent acknowledges it?

6 days ago

JillBBContributor

asked in General Q&A

Removing a File from Communicate

How do I remove a file from Communicate?

1 day ago

WichitaLawyerContributor

AbbieContributor

Smokeball & Best Case - Bankruptcy Practices

Any bankruptcy offices use Smokeball and Best Case together? Looking for tips on the best way to use the two together in the most efficient way possible.

2 days ago

Ashley2Contributor

asked in General Q&A

Editing Providers/Payors

299

3 days ago

khennniganContributor

asked in General Q&A

Client Contacts

Is there a way to merge duplicate client contacts into one, instead of deleting the extra contacts?

172

4 days ago

WichitaLawyerContributor

asked in General Q&A

Archie - NON-Matter Materials

182

5 days ago

adminbarrowlegalContributor

asked in General Q&A

Conveyancing - settlement "Statement of Account"

6 days ago

SandyPDXContributor

asked in General Q&A

New HIPAA Attestation Form Requirements

Curious if Smokeball has set up anything re this new Hipaa attestation form. I was about to try to upload it into our system and try do it. Also wondering if anyone already did so and may have tips/advice.

222

9 days ago

AWlssContributor

asked in General Q&A

Smokeball Bot Message

Our firm is handling a case with a lot of time records and fees. We recently got a message from the Smokeball bot that states, “Warning: You have reached 100% of your $800.00 Fee Estimate”. Can anyone provide any insight as to what this means? Will this affect the ability to record billing/time records?

9 days ago

C BunkerContributor

asked in General Q&A

How do I add a detail to a Lead Matter Settings (Matter Details)?

When I set up a Lead for a new probate, there is no “beneficiary” detail in the Matter Details. How do I add that option?

174

9 days ago

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The Smokeball Community

2025 State of Law report

2024 in review: Celebrating a year of innovation and productivity

Smokeball AI is here!

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