Solved

While the current intake form for estate planning permits two people, a couple for example, to complete separate intakes via links sent to them; the process is flawed.The first person or client to complete the intake form will have their details uploaded automatically to the ‘Wills Details’ area of Smokeball but the second person’s details are not uploaded. It also appears that the same form is use for both people which causes confusion with pre-filled data when sent to clients.I understand that the issue likely arises because the intake form does not have the capability to bifurcate when the second person’s details are entered.When will this issue be fixed or what can be done to solve this for us practitioners now.

We work with a contract attorney who bills her time into her own system. We then bill her time to our clients through smokeball. Is there a way to import multiple time entries into SB so she does not have to duplicate work?

I am new to SB and trying to set up my intake forms.  For some reason, when I choose a mapped field, nothing comes up.  Any idea what I am doing wrong?  All I get is what is in the screenshot. 

Newer user here.When posting time, I frequently look at the total number to track work toward my billable hour requirement.  I am surprised that the “time logged” shown on tight hand side of the time chart is total time, not billable time.  Is there any way to make that display default to billable time?  I see the $$ amount there but I have different rates for different matters so that is not as helpful.  I have noticed that I can modify my dashboard to display billable hours, and I have done so, but it would be better in my opinion if billable hours (and billable $$) was included on the chart with “time logged”.

Just wondering if anyone uses a reMarkable Paper Tablet and then directly transfers/saves files into a matter in Smokeball? Or would we have to export the reMarkable file as a pdf to our network or a computer and then import the files into Smokeball as normal? Thanks so much.

I often move quickly from one matter to the next and it is easy to forget to adjust my billed time as I go. I used to “pop out” the Time & Expense screen and keep it on a third monitor. This approach allowed me to constantly see my billed time and make adjustments quickly without having to click through other screens. Recently, the “pop out” feature has not worked. Smokeball thinks that the tab is popped out (shows “Show Time & Expenses” button to “pop back” the screen) but the tab is no where to be found. I used to adjust the resolution of the monitor and the tab would magically reappear properly popped out. That no longer works. Has anyone else had this problem and developed a fix?

In Settings > Payment Provider, it is possible to toggle on or off “Request Stripe fee from clients for invoice payments”.Unfortunately, if I toggle it off, SB does not deduct the Stripe fee before sending the payment details to Xero. This means the Stripe fee has to be manually entered when reconciling the Stripe fee in Xero.However, Stripe definitely does deduct the fee, which means that when the payment comes through from Stripe it does not reconcile with the Xero transaction from SB.It would be great if, when the option to recover the fee from the client is toggled off, SB included the Stripe fee in the transaction that gets sent to Xero.P.S. sorry about the misspelling of integration in the subject line - I was unable to edit it out.

Just wondering if Cloud Sync for Microsoft 365 is up and running? I have this as an option in Outlook and Integrations but I am unable to to click on it to set it up. Thanks

Hi all!We recently got new laptops and I have downloaded SB to it.However, the SB ribbon that used to be there in order to sync my emails in Outlook to a SB matter is now gone.I believe it is an “add-in” through Outlook. However, everything I have tried (I.E.: trying to add the add-in through “options”, “add-ins”, “COM Add-ins”, etc.) has not been working. Appreciate the help! Thank you!

Is there a way to adjust how quickly the notification for a message disappears and moves down to either internal or external discussions? We use messages for internal communications and sharing of drafts almost exclusively. I want to be able to quickly look at a message from a teammate and determine if I have to address now or later. Unfortunately, the messages always disappear once I view them  - even for 2 seconds -- and then I have to remember what file it was that I saw it on and go find it and that kind of defeats the whole purpose of having this tool, in my mind. I want to reduce my inbox by having these communications here, but I can’t keep them where I want them!

Has anyone learned how to backup your smokeball documents/data to a local server? 

I have some matters where I need to create an invoice that just covers the disbursements on the matter, and no time and fees.  Time and fees are invoiced later.  Is there a way I can create an invoice which picks up only disbursements?

I use the Communicate / Message tool with as many clients as will cooperate. I appreciate the ability to verify if a client has seen a message with a time/date stamp.Can my clients see if I’ve read their message with a time/date stamp?

Does anyone know how to sync google calendar with the SB calendar? 

Can I have my time automatically tracked when I am in adobe?  I know SB tracks word, or excel… so can it do adobe? 

Is there a way to take my tasks that are already saved in Smokeball and sync/export them to outlook? 

I came to my law firm as a CRM junkie and, bless my coworkers’ hearts, they are not CRM junkies. They are attorneys and business managers and support staff. The task categories that they’ve created and continue to create are a mess. My question is two-fold:Is there a way to edit, especially delete, task categories? If so, step-by-step instructions would be much appreciated. Is there a way to “lock down” this function so that only a super admin will have the ability to create task categories? If so, again, step-by-step instructions would be much appreciated.Finally, if either question’s answer is no, where can I go to propose the update to Smokeball?Thanks so much!

when I run a bill it is not generating the description area from smokeball. For some reason it is not appearing on the bill. Is there a way to fix that? 

Hi there,I have multiple addresses for a Defendant (e.g. street address and registered address). Letters seem to default to street address, how do I select which address the letter goes to?ThanksDavid

I need a better way for my team to acknowledge the tasks I enter.  Is there a way to send them an email via Tasks?  Or, even better, a message via communicate?  Right now I have to double dip - send an email asking them to do something and then assign it in Tasks.  Just checking tasks in general and seeing a new one isn’t enough in a high volume firm. As a side note, would be nice messages could be sent internally via communicate when a Matter Stage changes, rather than just externally.  Or even assign a task when the Status changes. Happy for any other suggestions on how you handle this.

Is there a way to have an email sent to me when I receive a message in Smokeball? Example: I sent an email through smokeball and attached files via secure send. The client responded to me through the messages feature in Smokeball. I didn’t see the message until days later because I only work in office a few days a week unless prompted to work at home if things come through email. It would be really useful to have an email notifying me of a message so I don’t have to check Smokeball multiple times a day when I am not technically in office. 

Is there a way to completely delete a matter that was duplicated? It’s confusing because in outlook emails, it brings up all matters with that name even deleted.  

Can payment plans still process automatically if a matter is closed? 

Hi there,Is there a way of recording payments on a matter.For example, say you initiate legal action against a debtor for $50,000 and they pay $10,000 upfront then $1,000 per week, how do I record this in the matter so I can keep track of the balance?ThanksDavid

I am unable to open Excel documents from Smokeball and have to export them to open. Is anyone else having this issue? I get a message stating “There was a problem communicating with Excel.  Please close the application and try again. It is recommended you save all open documents before closing”