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Help others: answer a question

110 Conversations
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bethmushinContributor
asked in General Q&A
texting a possible witness

We have a potential witness we would like to connect with. He wont answer his phone unless he knows who it is, so i need to text him first. I dont have an email address for him so i can’t use the communicate option. I dont want to use my personal phone. Is there a way to send a text to him if i dont have his email?  Thank you 

252
J
2 months ago
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JohnDContributor
asked in General Q&A
Looking for Report for Failed Payments in Payment Plans

EASY report to do that several may need.I would like to print information on what is out there for Payment Plans …Specifically this time, I’m looking for a report of Failed Payments …But other Payment Plan reports would be good.

141
Sara Sultan
Community Manager
2 months ago
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Lynda BabisterContributor
asked in General Q&A
Money in Trust

Is there a way to prepare a list of which matters have money in trust, and how much each has in trust.  Not a full trust statement for all matters, or for individual matters.

363
J
2 months ago
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WichitaLawyerContributor
asked in General Q&A
Shuffling of Upcoming Events, Next Steps, Contact Details, etc.

I have been having trouble with the matter details shuffling themselves around, on the right side. Even after moving Billing Details to the bottom, some how it gets back to the top, while Upcoming Events gets moved to the middle of the list. This has been happening more often. Is it possible to lock it in place as a default? It used to be an inconvenience, but it is not reach the point of being annoying. Thanks

101
Sara Sultan
Community Manager
2 months ago
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BrigbyContributor
asked in General Q&A
New Matter Options under Insolvency

When opening a new matter under the heading ‘insolvency’ it only gives you the option of ‘bankruptcy’ which relates to individuals.  It would be great if you could add a second option of ‘liquidation’ which relates to companies - we do a lot of insolvency work for a companies and I have to delete the reference to ‘bankruptcy’ each time as it is not relevant.  

121
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Smokeball Team
2 months ago
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AnnieContributor
asked in General Q&A
Outlook Cloud Sync Microsoft 365 - Teams meeting issues when conflicts with another appointment

We find that if a Teams meeting invite conflicts with another event in SB, that outlook calendar appointment does not sync across to SB.  [it took a bit of time to figure out the cause of appts that don’t sync]If there are two appointments in outlook (not Teams meetings) that conflict (or overlap) - they still sync over in SB Calendar regardless [this is great]I don’t know of any settings I can set in SB to counter this - has anyone else had this issue and found a workaround?  One of our operatives in particular requires her Teams meetings on auto accept - which works fine of itself if there is no conflicting appt in SB Calendar - but the fact that it will not sync across to SB Calendar if there is a conflict is a real pain as I have instructed all staff that we are all to work in SB Calendar.Any suggestions/ideas??ThanksAnnie

212
A
2 months ago
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CindyLooContributor
asked in General Q&A
Real Estate MetLife Assistance

Hello, I am wondering if substantial amount of work was completed for a MetLife Real Estate matter, and that transaction cancelled, can the Attorney still bill MetLife for that work?  

121
Sara Sultan
Community Manager
2 months ago
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JacquelineContributor
asked in General Q&A
website plugins

does smokeball have any plugins to put on my webpage 

161
J
Smokeball Team
2 months ago
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JCorraoContributor
asked in General Q&A
Fees and Expenses Report

If a client has multiple outstanding invoices, is there a report that shows balances due broken down by fees and expenses?  Likewise, is there a report that shows all invoices billed, (for a specific matter), whether paid or unpaid, broken down by fees and expenses?

161
Sara Sultan
Community Manager
2 months ago
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Tessa HoogerbruggeContributor
asked in General Q&A
Can I make multiple contracts for different properties in the one matter?

Hi teamIn a conveyancing sale file, we occasionally have transactions that involve multiple properties which need separate (but interdependent) contracts.  All of the correspondence with the client is about both contracts, so it’s handy to do all the work in the one matter rather than splitting between two (or three, or four, depending on the matter!).We have no trouble in adding the multiple properties to the matter including the separate Vendor Statement information within each Property Information window, but we can’t seem to work out how to do a Contract of Sale of Land or a Section 32 Vendor Statement per property so that it populates only that property’s information.  Is this possible?Thanks!Tessa H

261
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Smokeball Team
3 months ago
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NLD
asked in General Q&A
File Explorer Window Feature has disappeared

There was a feature that allowed you to pop out the folders in a matter in a file explorer view which meant you could easily navigate the folders in a matter (especially if a folder had sub-folders). This seems to have disappeared - will the feature be returning? (I hope so….) 

221
Sara Sultan
Community Manager
3 months ago
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PhillipsBContributor
asked in General Q&A
Adding Paralegals

How do I add a paralegal like thisThank you in advance. Bobbie

301
Sara Sultan
Community Manager
3 months ago
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Alex GoodContributor
asked in General Q&A
Using the Smokeball app on iPad to edit files

Hi everyone! I am trying to swap to an iPad as the device I use at court, much easier to use than a laptop, lighter to carry around and a longer battery.However it seems like, whether you use the smokeball app - or the web app (app.smokeball.com) you can only view files on the iPad, not edit. I would love to be able to open up a word doc and edit it, save it straight back into smokeball - like is feasible on desktop PC’s and full blown laptops. Presently all you can do is download the document, make your edits, save to a location outside of smokeball and then re-upload into Smokeball (creating a copy of the original document essentially).Has anyone found a workaround for this? Or does anyone know if Smokeball is working on a feature to enable the Smokeball OS app or web app to function in a way that enables a save straight back in to Smokeball?

311
J
3 months ago
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T LaneContributor
asked in General Q&A
Word docs and Bar Codes

Our office is required by one of our clients to use Bar Codes on Deeds we prepare. Our old software created those without issue but it doesn’t seem that Smokeball generates useable barcodes. I can create them with a font but that font is not readable by the scanners. It doesn’t appear that Smokeball has a system and my efforts at customer service and support isn’t generate nay movement.Does anyone know how to creates useable bar codes?

90
T
3 months ago
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mryanContributor
asked in General Q&A
Is there a way to receive email notification of a new message received in Smokeball?

I can’t figure out how to do it. Seems like a basic functionality that would be incredibly useful, as I currently have to manually check if my assistant has shared a document with me for my review/edits, etc. 

372
M
3 months ago
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KrazyContributor
asked in General Q&A
Trust Account Client Lists

It is Trust Account Auditing time again and I need to provide a client list to my Accountants to enable them to choose random files to examine to ensure that I am complying with my Trust Account obligations.I am able to do a matter list or a client list for the financial year but this is too many files.  I need to provide a list of clients/matters that used my Trust Account during the 2023/24 financial year to my Accountants.Can someone advise how this list can be produced?

110
K
3 months ago
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taniatuttleContributor
asked in General Q&A
Tasks from Email

Is there a way to create a task from an email?  95% of my tasks for myself and my staff come from email.  Going back and forth can be a bit of a pain.  There is a way to make tasks off of email for Outlook.  Is there a way to create a task from an email - i.e. draft response to email, create task, hit send.  Email goes to file and task created.   Along with finally doing something about a Service tab for more than one defendant (or, my practice, 10+), this would be life changing. 

454
T
3 months ago
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Sam CBeginner
asked in General Q&A
PEXA

Hi we are new to Smokeball and need help with “office” PEXA payments.    When these payments are automatically deducted from our office bank account they are deducted as 2 separate payments (1 for PEXA fees the other for the registration fees).   The 2 payments can be for multiple matters.   I am having trouble reconciling in Xero.   How do I reconcile 2 bank payments to multiple matters in Smokeball?

251
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Smokeball Team
3 months ago
johnpmontoya
johnpmontoyaContributor
asked in General Q&A
Operating Retainer - Client Overview on Billing Page

Hello. Maybe I missed where this info is being displayed now or an option to change it, but on the Billing Portal, is there still a way to see the balance of funds in a Client Operating Retainer account? This used to display on the Overview screen but now it only has Trust balance (presumably IOLTA only).Thanks! 

423
Sara Sultan
Community Manager
3 months ago
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JohnBrowningContributor
asked in General Q&A
Looking for help creating templates

I am looking to hire someone on short-term project basis that can create some smokeball templates for us. Anyone know of anybody that does this?

271
Sara Sultan
Community Manager
3 months ago
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NDockeryIIBeginner
asked in General Q&A
Updated Smokeball billing issues

So, I have two somewhat annoying issues with the new smokeball billing:When trying to edit a matter it will stay on a continuous loading loop and not allow me to click anything other tabs in the sidebar. I have to search something random just to get out of it. When creating invoices, I cannot preview the draft anymore. It just says “Generating PDF” forever.Has anyone else had similar issues with the new update?

361
Sara Sultan
Community Manager
3 months ago
A
abryceContributor
asked in General Q&A
Set matter critical dates to then create workflows

Hello - new Smokeball user.  I am trying to set up workflows for estate administration matters, and wanted to set due dates for tasks based on certain dates such as when probate was granted, date of death etc.I can't find a way to make these critical dates so they show up in the workflow creation drop down when setting due dates for additional tasks.Any help gratefully appreciated.

222
Sara Sultan
Community Manager
3 months ago
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NLD
asked in General Q&A
File Explorer Window Feature

There was a feature that allowed you to pop out the folders in a matter in a file explorer view which meant you could easily navigate the folders in a matter (especially if a folder had sub-folders). This seems to have disappeared - will the feature be returning? (I hope so….) 

513
T
3 months ago
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BeckyContributor
asked in General Q&A
Compare the contents of two different folders that are in the same matter.

I need to compare the contents of two different folders that are in the same matter. Is it possible to have two windows of the same matter open somehow?

221
Sara Sultan
Community Manager
3 months ago
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codenceContributor
asked in General Q&A
Changing Smokeball user to Black/Charcoal will force calendars to print in all black for that user

Does anyone else have this problem? I am able to replicate the issue easily.

231
Sara Sultan
Community Manager
3 months ago

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