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Are there multiple notification setting/options for messages/Smokeball Communicate? For example, an attorney at our firm would like to receive an email each time a Lead submits an inquiry through Lead Pro. Is this possible?

Is there a way to create a task from your activity? 

Good afternoon, I plan on getting a new PC and wanted to find out if SB is compatible with Apple products, eg Macbook. Regards,

We’re culling down our contacts list to get to a manageable number to send holiday cards.  There are any number of clients and contacts that should not be on the list for myriad reasons (deceased, difficult client, etc.).  These persons won’t get a card. Going through the downloaded client and contact list to pull these persons out has been a time sink for staff and attorneys.  I haven’t seen it, but outside of deleting a contact, is there some magic on/off toggle button somewhere in SB that we could check yes/no to keep said clients/contacts on a list for mailings?Any help would be appreciated so we can avoid this comprehensive effort next year.Thanks!---------------Yes, @Roy Clifton I see I missed this Webinar from last month.  Has that been saved somewhere to watch? I haven’t found it.  

I just closed a matter in Smokeball, but was still able to enter time for it.  Is there a way to prevent time entry once a matter has closed? 

Hello everyone, Could someone please explain how to change the matter type once it has been created as lead? I’m having trouble trying to change it.

I have been asking for years for the ability to sort time and expenses by Matter and now “Internal Reference.” You can sort time and expenses by just about everything else but not these. This would be a huge help when there is a lot of billing on a lot of matters in a single day. Any hope of this becoming a reality?Thanks

We’re bringing on a new paralegal/assistant soon and I’d like to give her a manual she can refer back to for common tasks and workflows. I figure I would ask here first since we’re all on Smokeball and that’s going to factor into our procedures significantly.

Hi,I am setting up protocols for using Smokeball’s intake forms, and I have hit a snag. In the case of a client not having an email address (some of our clients don’t), I would like to be able to open a new lead and fill out the appropriate intake form for them over the phone. There is a button called “Internal Use,” but I can’t actually launch the form without entering an email address. Is there a way to not make email address a required field in this context?Edited: typo

 We have a couple of matters where we bill pursuant to contracts as a fixed fee - however we always enter our time worked on the matter so we can track where we are sitting against the fee proposal. We never include the individual time entries on the invoice though. The usual process for billing on our old system was to invoice as a fixed fee, then mark the corresponding time entries as “non-billable” so that we could identify how much WIP had not yet been ‘billed’ and how we were tracking against certain stages of the project. I’m wondering if there is a way we can allocate time entries to an invoice - but not show the individual line items and bill as a fixed fee with a one line summary?  This would help for EOM WIP reports etc.

In my form library I am having four folders that are being deleted from the smokeball side of things.  I then have to restore them.  Then a week goes by and they are gone again? Smokeball has not seemed to figure out why, even though I have submitted several tickets.  Has anyone else had this problem?

I need to void an invoice that I finalized, and create a new invoice. I watched the SB video, and it said to “waive” it, and then the option to “void” would come up -- but that isn’t what happened. Can someone please tell me how to find the “void” button? Thank you in advance.

In the new Lead Intake Forms and Matter Intake Forms will there be the option for logic rules?  For example, if I ask a client if they are currently in bankruptcy and they check yes it provides a follow up question.  If they answer no it would just go to the next question.

I would like to add a spreadsheet template for tracking medical record requests to the “Medical Records” folder that we have set to auto populate when we create a new matter in Personal Injury. I can see how to add custom folders, but not how to have a folder automatically generate this document. Is this possible?

We recently enabled MFA on our SB accounts firm wide. What we have found was that if you only close out of SB using the “X”, you won’t be prompted to login again (or enter MFA) upon opening SB the next time. So closing out of SB using “X” alone doesn’t trigger your SB to log out. It appears that you need to press log out of SB at the end of the session in order to be prompted to log back in using MFA. It would be great if closing out of SB using the red “X” meant it logged you out. 

I was using local Outlook and integrating with Smokeball fine; then it started to not catch all my emails and this last week, Outlook started freezing anytime I tried to do anything in Smokeball. So I am trying to do sync Outlook on the web and I chose the Web version of calendar sync and its just stuck on syncing.  Its been hours and it won’t let me cancel or disable so now I am stuck with neither working.  Its the weekend so SB support not open so hoping someone has some thoughts!

Hi all,My question is:Is it possible to select multiple time entries and change the hourly rate associated to them so this applies to all entries at once?Regards,

It looks like client on demand webinars have moved and do not appear to be available anywhere. They used to be available through the support tab. The references to webinars (it looks like they are called Events in Community) do not contain links to the on demand client webinars--at least all of the ones I tried did not work.

How do we “tag” or “link” companion cases in SB? For example, i have a case that is a worker’s compensation matter AND a motor vehicle accident. How can I make sure they are linked and I can post one memo on one and it will post to the other if i want without having to go to the specific matter?

I noticed that my SOL and medical records widgets were no longer accessible, and when I went to customize, their category, “dates and deadlines,” had disappeared. Does anyone know why this would happen? My staff role has not changed. I also submitted a support request. 

Do any of you send draft invoices to your attorneys for review?  If so, what process do you use?

When Smokeball did their latest update, they took away the Matter Infor: Internal Reference. This future used to be available when setting up a “Lead.” Now, it is only an option when converting the Lead to a Matter. I need to be able to add the Internal Reference number prior to opening a case matter. Part of my role in the Law Firm I work for, I am the one builds the file and hands it off to the paralegal. Would it be possible to add this feature back for as a LEAD? 

Is there a way to save emails to a particular folder within the matter rather than just the attachments? I have subfolders for emails and other types of documents and it is time consuming to save then click and reallocate in the matter.

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! 

Is there a way to narrow a search within a matter to just one type of document.  For example, can I just search for PDFs or Word documents saved in a matter?