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I have a PA who often gets cc’d into emails, and we both save the email/any attachments into SB. We then send the documents to the client, and they are often saved again into the file. Is there any way to prevent documents/alerts that I can set to notify me if the document appears duplicated?

HiDoes anyone know how to add a column when in the Matters tab, Conveyancing then the Open Conveyancing Matters home page?I’ve tried right clicking on the column titles, but I want to add “Sellers Agent” but the option for that column isn’t available to select - any ideas how to add a column that isn’t in the drop-down menu?Thanks

Is there a way to quickly save attachments sent to us from another firm who also uses smokeball and has sent 38 attachments via messages (previously  known as communicate) I have had to go and download each item individually and save it. It does not automatically save the documents. 

How do I add a fee if our firm works on contingency.  

Currently, the parties who the letter is addressed TO has the CC’d person’s details come underneath the TO person’s address and the emails are all grouped together at the top of the letterhead.  We would like to format it so that the cc’d parties are listed at the end of the letter.  Is this possible?

I have recently issued new invoices for the month of December. Some had balances carried forward from earlier months’ invoices. The December invoices therefore show total owing on the matter however, now that I am due to dire4ct funds from trust to some of them, I can only direct funds in the amount of the amount owing for the last invoice - not an amount inclusive of the carried forward amount.Example - Clt G is on a payment plan of sorts where they pay a small amount of $90 into  trust fortnightly. They had $1000 remaining from invoice owing in November. $1000 carried forward to the December invoice, but the December invoice was only $50. The invoice sent out for December notified $50 owing for this invoice and a total of $1050 owing all together.At the time of issuing the December invoice I informed the client they had $270 in trust and this amount would be directed towards payment of this invoice.7 days have passed and I can direct $270 to payment of the invoice but if I click the

Is there any way of returning to the option to ONLY email precedents through Outlook? there is now a button that has 'send’ and then I have to select email or communicate. It's just adding one more step - whereas previously I could go right to email.

Legal ethics sometimes require that members of a law firm be prevented from accessing another firm client’s information (due to, for exaample, a conflict of interest). I know that in Smokeball you can simply “uncheck” a particular staff member from a matter to prevent that person from accessing the matter. However, how about a group of people, or for all matters for a particular client?(our problem - we have hundreds of matters open for a particular client, and going through each one to “uncheck” a particular staff member is time consuming; and, if a staff member is added in the future that can’t have access, we have to re-do the unchecking)It would be great if the “rate sets” concept was incorporated into matter access (meaning, employees could be assigned to group “access” and they would automatically be precluded from accessing matters that are not accessable to that group).

Hi thereI need to report at the end of each month how much is in Work In Progress (unbilled time & fees), however, if I bring up the “Unbilled Time & Fees” report, it only shows the figures as at today’s date.This is not good enough.How can I obtain the figure as at the last day of last month?  Can you please insert a “date” feature, so that we can take a snapshot of the figures as at a certain date?This is imperative and my boss is wanting me to continue chasing you until you can provide this vital figure.Thank you.

Is there a way to limit (allow) only certain things to be viewed in file? 

For those of you handling civil litigation where your Plaintiff seeks bankruptcy protection, how are you managing filings and related information in your civil matter? Do you set up a separate matter for the bankruptcy or do you integrate the information into your existing civil matter (and if so, how do you input information like the trustee’s name/contact information, case number, etc.)?

 My prior balance owing is not showing on the new invoice. How do I show the prior balance? 

I am trying to automate a letter to send to our clients’ medical providers for unresponsiveness. I have gotten it to prefill just about everything, except for one section within the letter. I created an ask that should insert the medical provider selected, but when I select the medical provider, it does not fill the field. Instead, it just leaves a blank space. How do I fix this? Is there a different ask type I should make?  For context, the ‘Ask’ I have is a Party Selection Ask, with Medical Provider being the Party. What have I done wrong?

Will there be a way to create our own customizable forms for Matter Flow? When sending a form to a client, there are only 2 options under Estate Planning, married or single. These go through ALL of the questions, many of which, we have already gone over in our initial meeting, and would seem redundant to send to someone who just went through all of the design questions or asset information. We have used forms with our other intake programs, but we are attempting to streamline our software and eliminate the ones that are redundant. We have several fully developed forms that address the information that we need to have for a successful matter, without being daunting to our clients.Having Intake Forms that we could customize and map with Matter Fields (once the prospect is converted to a client) would be very helpful. A form that gathers the family info, basic asset info, and any notes that we would need to know about before a meeting, and then puts that info where it needs to be when the

Is there a way to change the way we see the matters described. We would like to have the Decedent’s name shown instead of the personal rep/admin.

My firm is interested in exploring minimum billable time (“piecemeal plus”?) for the automated forms we have invested time in creating ex. Petition for Dissolution of Marriage or Parenting Plan. There is a field called “Duration” in the Smokeball Pane within document automation view in Microsoft word: I cannot locate any resources in Smokeball’s support hub regarding this field. I created a document using “1:00” in the field and it did not post 1:00 as a time entry in the matter. Does anyone know the purpose of this field? ​​​​​​Here is my dream feature set for this:First, have a master setting in SB desktop main settings that enables or disables time entries according to “Duration field”; Second, have a master setting to allow fixed fee according to duration OR allow minimum of the duration hours amount instead. in other words, if time spent editing document exceeds the amount in duration then use the time spent editing instead of the fixed fee amount.Second, have the option to custom

Our office is looking for the best VOIP provider to integrate with Smokeball. Can anyone share if they’ve had great success with VXT in the United States?

Hi,I am trying to see if there is a way to move data collected in SharePoint/Teams to Smokeball.  We collect our preliminary data in Teams (which is SharePoint in the background) and only move solid leads to Smokeball.  I don’t mind using Power Automate if there is a connector, but if there is an easier way, I’d like to use that.If anyone has used Smokeball templates with MS Word Quick Parts, I’d love to hear your lessons learned.

Is there a way to calculate average days it takes for our clients to pay their invoices?  example; we want our average days our invoices are paid to be less than 30 days  on aaverage.We are using the Cash Flow Story method of analyzing our company health.Any ideas?

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...

I have many clients who have both a work and a personal e-mail address, but I am not able to add more than one to their contact card.  How can I get around that so I can send an e-mail to a client at both addresses?  If that is not possible, I’d like to suggest that as a feature, but now I cannot find the feature suggestion page. 

Does Smokeball currently integrate with the cloud version of Family Law Software?  I know it works (very well) with the desktop version, but I am thinking about switching to the cloud version.Thanks, in advance.

Anyone figure out how to use the print checks to actually align well when they print out. The “Fit to Paper” doesn’t work on our copier (Ricoh), and I’ve spent way to long this morning manipulating a PDF to get it to fit. Wondering if anyone has come up with workarounds. 

I’m trying to work out how to set a default Re Line that is ‘our client’s lastname’ & ‘other party’s last name’. I know how to get into the smokeball settings and set an auto re line but the only options are for their fullnames. We really don’t want that. We, and all other firms in our area, only use last names. Has anyone had any success with this? I don’t want to have to manually enter in a Re Line on every matter and then every time we open a file.

Our firm typically acts for government departments and have many of the same matter type i.e Advice or General type matters, with different matter descriptions i.e:[Client - Government Department Name] - [Matter Type - Advice/General] - [Matter Description: Appeal re 1 Smith St] We are finding that the matter description does not populate in most of the SB interface as default  - In widgets such as “recent matters” or “new matters” “tasks” and in the reporting function – for instance matter lists – the description of the matter is not populated and the only identifying difference is the matter number – which is not very helpful for easy identification purposes.  Similarly, in Billing, in the Invoices tab, invoices are grouped via debtor, and matter type – and the description is not populated in a column for easy navigation. So when we have a particular client with a more than 1 matter – it can be confusing as to which matter relates to which.Surely we aren’t the only firm to have this