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Sorry if this has been answered, Im new.If I make a call to a client is there a way to link that call to a matter.Say the call was 43 minutes, can I save that as a time entry to a matter directly? without having to make a time entry from scratch?Many thanks,Ian
In such a busy field, it’s important to take time to wind down and enjoy things beyond your jurisdiction. What better way than with a hobby? This space is to share what you’re passionate about outside the office and to connect with others who share your interests. If you volunteer, play sport, dance, exercise, collect, make, or anything else, click reply and share it with us here!
Does Smokeball have a CRM function, that allows for scheduled text messages to be send to clients to remind them of court dates and appointments. I run a criminal defense practice and something like this would be great for me. a lot of the products I have seen are pretty expensive for a solo.
Hi Smokeball communityI would like to query the ‘Wills’ and ‘Wills and Power of Attorney matters. I note within the ‘letters of administration’ matter there is the option of adding one or multiple beneficiaries. However, within ‘Will’ matters there is no option to add beneficiaries at all, which is necessary when compiling a Will. Can beneficiaries be added?
I often find that many firms are unaware of the amazing extension we have for Chrome. It is automatically installed, but is not pinned down to the Chrome toolbar by default and often overlooked. We also have some users that prefer to use Microsoft Edge for their browser. You can still use our extension in Edge by clicking on this link and allowing third party extensions in Edge.
I’m taking the lead this month on the tradition of creating a new conversation each month for members new and old to get to know each other by answering some random questions.Whether you’ve been using Smokeball for years or are brand new here, please feel free to have some fun tackling these questions. Here are your August questions!Have you ever met a famous tv or film or stage lawyer? If not, have you met any other celebrities or anyone famous? What is your favorite category or matter tag you currently use in Smokeball ? Or, if you’re new to tags, what’s one feature you’re finding super handy when using Smokeball? What is your favorite summer food or drink?Also, photo for attention for this post, here is Joel McHale aka Tv Lawyer Jeff Winger from the TV series community. If this isn’t the perfect blend of question no. 1, a lawyer and community based, I don’t know more what could be?
I have some templates that do not automatically open in document containers, and others that do but I would like to switch them to a different document container. I know I could send them in for automation by the SB team, but I kind of like doing it myself 😊. That said, I can’t find where or how to assign a document container to a template (other than when I’m creating the template from scratch. Does anyone know where to find the way to assign a document container to a template? Thanks!
Hey! I am wondering how other firms label/note when certain clients have settled and other clients are still in active litigation. I have been editing the descriptor, but I was curious if there is a better or more clear way for everyone in the firm to know who is settled without have to click through a bunch of drop downs.
SMOKEBALL TRIVIA. Bringing back a classic of the community. This week's question is as follows. How can I designate a special common fact about a client, like language, job specialty, high value? Is there something I can do with a contact that will allow me to see it across the board? First one to answer correctly wins an entry for a prize. Details to Follow regarding that.
I’m starting a tradition of creating a new conversation each month for members new and old to get to know each other by answering some random questions.Whether you’ve been using Smokeball for years or are brand new here, please feel free to have some fun tackling these questions. Here are your July questions!If you could have any superpower, what would you pick? Are there particular areas of law that you specialise in? What are they? I’m creating a playlist full of favourite songs from our community members (below). Share an artist and song name that’s an old favourite or a new obsession and I’ll add it in! Note: If you signed up to this community via the Smokeball desktop application and you would like to reply via your normal web browser, then you’ll need to create a password here first.
Latest productivity and billing featuresProduct Update
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 clo
Does anyone know if there’s a way to display thumbnail images of photos? Our firm primarily practices criminal law and we just recently got Smokeball. For the most part, Smokeball is great but I’m finding it really difficult to review and locate photos in cases that have a substantial amount of discovery. I know you can click the blue cloud to download and then preview each photo individually, but when there are thousands of photos in a file this is really time consuming. I’m also finding that it’s taking me forever to locate a specific photo when needed, as frantically click through the discovery file, blindly selecting photos to download and preview just so I can guess whether the photo I’m looking for comes before or after the one I’m viewing. Am I missing something???
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