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Is there a way to add details to a contact only entry (not matter related) so that I can easily search even if I don’t have the name on the tip of my tongue? I’ve tried putting ‘Process Server’ in the occupation field and when that didn’t work, I tried putting it in the Notes field. But that also did not work. When I search contacts for Process Server, nothing comes up.
Hello all, This problem came up to me when i used adobe to redact a pdf and wanted to save it directly into smoke ball (the originals are already there) but to do this without having to save to a new folder then go and import. Is there a way to save this “as new” to the original PDF or matter? The chrome extension does not work since it is being used through the adobe application. Is there an adobe integration? Thank you so much!
I’m in the process of forming a partnership with a colleague. We’re setting up a compensation model that is roughly as follows on a per matter basis:10% of receivables go to originating attorney30% goes to firm for overhead and later profit share60% goes to attorney billing (i.e. the attorney generating the billables gets 60% of that revenue)I’m nervous about a bookkeeping/reconciliation nightmare that awaits me or some poor office manager we might hire. I’m wondering if existing Smokeball tools/reports can help me automate most of this as long as we set everything up correctly and are diligent and accurate in our billings.I appreciate any tips or insights, especially from those who might have similar setups or compensation models. Also open to feedback on better ideas/approaches.
Hi! We just completed our first set of invoices in Smokeball. We are integrated with Quickbooks. We applied trust payments before finalizing the invoices, so that payment of funds from trust was reflected on the invoice. For invoices with only a partial payment from trust, the corresponding bank register entry in Quickbooks did a split allocation between attorney fees and reimbursed office expenses. It looks like it is using some unknown percentage basis for the split. Is there a way to set the allocation to pay all reimbursed office expenses first and then apply payments to fees? I looked everywhere I could think of in Smokeball but can’t find any allocations options. Thanks!
Hello all.Is there a canned report that I’m missing that we could compare, for various matter types, the actual time worked versus what we assess for a flat fee for said matter? (For flat fee matters, we nonetheless add time, but we mark it as non-billable).Essentially, we’re trying to right-size our flat fees; and I don’t see an easy way to do the analysis. Short of a report that’s already created, going forward, I suppose I’m cross-referencing time entries for specific matters against billing and income reports. It’s job security I guess...
Has smokeball figured out the issue why I can no longer access Twain for scanning two sided documents. I had no issue until several updates ago and I have not been able to do it since. I reached out and I was told that they were working on the issues and it has now been several months and it still doesn’t work.
Hello SB Community! Does anyone use Communicate as the sole form of communication with clients vs email and Communicate? Right now, we mostly use Communicate to send discovery and sensitive materials to clients, opposing counsel, and experts.Thank you!
Smokeball’s legal configuration team has been working hard to create a collection of matter intake forms for your use. Below is a current list of those MatterFlow forms.If you're not familiar with or using Smokeball's intake forms, here's a helpful overview of these powerful new features, LeadPro and MatterFlow.If you don't see the form you need, please reply in the comments with what you're looking for. We'll add it to our priority list and update you regularly as we release new matter intake forms.Civil Civil Dispute (All states, except CA) Criminal DUI (All states) DWI (All states) Felony (All states) Misdemeanor (All states) Estate Planning Estate Planning (All states) Family Custody, Support & Visitation (All states) General (AL, AR, AZ, CA, CO, CT, FL, GA, IL, MD, MI, MO, NJ, NV, NY, OH, PA, TX, WI, WV) Parentage (AL, AR, AZ, CA, CO, CT, FL, GA, IL, MD, MI, MO, NJ, NV, NY, OH, PA, TX, WI, WV) Post Decree (IL, NY) Pre Decree (All States, except NV) General General (
I use a lot of cross-references in my Word documents (pursuant to para. 6.3; subject to section 8; etc.) But now in Smokeball if I insert a new numbered paragraph or section, the cross-references do not automatically update, and I have to select a specific cross-reference and update it individually. Does anyone know how to get all of the cross-references to update at once in Smokeball?
A client has requested her file. The file is complex and very large (100’s of gigabytes) due to multiple parties, extensive discovery, and multiple pending cases.Smokeball database includes dozens of folders and subfolders with documents. What’s the best way to share the file with the client? Creating links for every folder would be time-consuming - and would cause the inclusion of many word documents that should not be included. Is there a simple solution?
Hey there, Smokeball community!Are you ready for a new introductions thread? I hope so, because it's about time we got to know each other a little better.We've got some fun questions for you to answer, so let's break the ice and get started: Have you ever had something happen to you that was bad in the moment, but turned out to be for the best? We all have those moments where we think the world is ending, but sometimes they end up being blessings in disguise. Share your story with us! Let's create a bucket list for foodies in the community! What's one restaurant or eatery in your hometown or on your travels that provided you with the best meal you've ever eaten? Okay, here's a controversial one: what's one thing or concoction that you like eating, but other people just can't stand? We won't judge you, promise. In fact, we might just discover some new taste sensations thanks to your suggestions. So there you have it, three questions to help us get to know each other a little better.
You will have heard that we are in the process of launching our new LeadPro & MatterFlow Intake solutions. Along with this we also have a Form Builder tool that allows you to create your own LeadPro forms. We would love to get some users to help us with a short usability study and provide feedback on the LeadPro Form builder tool. It will take about 30-60 minutes of your time. If you are interested in helping us and providing feedback on this awesome new feature, please like or comment on this article.
In a matter (say an estate administration matter for example) we do not want the file name or matter name that prints on invoices and shows at the top of the Smokeball window and that appears as “Client” to be “Smith | Jones | Roberts” (say if there are 3 personal representatives). What we want is for this to say “Estate of Jane Smith”. Can we edit our own file names/matter names?
Welcome to our latest legal content update. We’ve been busy building new matter types, updating layouts, adding new forms as well as keeping up to date with Stamp Duty changes across NSW and VIC. New Loan Agreement Matter TypeThis month we released the long-anticipated Loan Agreement Matter type in the existing Commercial matter category, available in all States. Find out more here, including how to add all your important info about the Loan - like Loan Amount, Loan Type, Term of Loan, and Interest and Repayment Details. Stamp Duty UpdatesFor our NSW clients, NSW Stamp Duty has been updated, effecting contracts which were exchanged from 1 July 2023.In Victoria, the VIC Stamp Duty Pensioner and Concession Cardholder Reduction is also now available on the Stamp Duty Estimator on Purchase and Transfer matters. To find out more see this Support article. Financial Disclosure in Family mattersThis month we have also added a new tab in the Case Details layout in your ‘Property’ and ‘Children
Imagine a world where your legal billing seamlessly integrates with your office accounting system! We are excited to announce that the updated integration between MYOB and Smokeball now gives Australian law firms the power to streamline their financial operations with unparalleled precision. Smokeball’s Product Manager for Billing, @Jess, takes us through these exciting updates in the video above. No matter how you run your business and what type of accounting you use, you can now send both your invoice and payment information from Smokeball to MYOB with ease. Learn more here about the updated integration. To support the launch of these exciting new updates, MYOB and Smokeball have partnered together to offer new-to-MYOB law firms up to 50% discount on the first 12 months of their MYOB subscription fees. Existing MYOB customers will also benefit from 20% discounted training. Sign up today for discounts with MYOB.
We're thrilled to share three new features: revolutionary lead and matter intake, plus Smokeball’s cloud-based companion app. These have been some of our most highly requested features, and we’re excited that they’ll help you work faster, reduce errors, deliver a better client experience, and bring in more business.Watch the video to see them in action and read below for all the details. LeadPro: These branded client intake forms embed on your website and socials to help you seamlessly capture and review new leads. Watch how to customize these forms and learn more here. MatterFlow: With these practice area-specific matter forms, you’ll get the client information you need faster and automatically synced to the matter in Smokeball. Discover how and learn more about this powerful feature. Cloud-based Companion App: Our billing app has had a refresh and now includes tons more information so you can keep your matters moving from any place, on any device. See how and log in now. Share
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