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Smokeball Q&A

Not sure how to do something in Smokeball? Just ask! Here you'll find answers from Smokeball users and learn best practice tips & tricks from the experts.

737 Conversations
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Anonymous
posted in General Q&A
Hotkeys and keyboard shortcuts - do you use them?

There’s been a few conversations here in the community about wanting to use keyboard shortcuts or hotkeys in Smokeball to quickly get something done without extra mouse clicks. For example, CTRL+S to save CTRL+F to find something are pretty common ones in other software.We know @atharkhan would love to use keyboard shortcuts when tagging emails and @JKibler to open and save a memo. Our own @Sara Sultan loves them, and can probably teach us all a thing or two!Do you use keyboard shortcuts too? What would use use them for?Answer our poll and put in your suggestions in the comments or send us a feature suggestion - we love hearing your thoughts.(and, if you’re wondering what’s currently possible in Smokeball, @leonzhou gave an example) 

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atharkhan
mjjohnson
mjjohnsonContributor
asked in General Q&A
Smokeball + LawPay + Surcharges = ???

Hello. Being nice has gotten too expensive, and I want to implement surcharges for LawPay payments. I did my research, and decided on a strategy, but when I engaged LawPay, I was given the following feedback …  Can anyone provide any hints, tips, or hacks to easily implement surcharges while using the Smokeball and LawPay integration? Thanks, all!

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C
Smokeball Team
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Nancy TContributor
asked in General Q&A
Trust receipt email template

I wish to make a minor edit to our email that sends a trust receipt to a client.  I know how to edit an email template, but I can only find invoice buttons, not the trust receipt button, as the support hub mentioned. See screenshot below:I would appreciate some assistance as the support hub explains how to edit the email sending trust receipts, but I don’t have the button for trust receipts, only invoices, invoice reminders, evergreen retainers and deposit requests.  At the moment, we can email a trust receipt, but the email signs off with “Kind regards” and my name, but we want it to say “Yours faithfully” and then our firm name. Thank you!Nancy

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Ben ArandaContributor
asked in General Q&A
Starting with Smokeball and Outlook

All:Just started with Smokeball and was looking for an article or method to “sync” outlook with Matters.Can anyone provide any direction or information?Thanks….Ben

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Smokeball Team
Funkytown
FunkytownFrequent Scribe
asked in General Q&A
Docusign

Smokeball appears to integrate with Docusign as shown here; https://www.smokeball.com/features/legal-efiling-electronic-signatures But I can’t find a way to integrate Docusign.Perhaps its only available through Infotrack (which is not available in my state).Help?

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Sara Sultan
Smokeball Team
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Alex GoodContributor
asked in General Q&A
Auto-file emails into Smokeball File FOLDER

Is there a way to make it so Smokeball will stop auto filing emails into the root folder of a smokeball file? I want all emails allocated to a matter to be filed in a folder called “Emails” or “Correspondence” or something, but I can’t see the option? I might have matters with 100’s if not thousands of emails, and having to manually click and drag them out of the root file management folder is incredibly time consuming and prone to significant error. If they were auto filed into an “emails” sub-folder, this would save me about an hour a week I reckon - and also is FAR less prone to user error than the current method (I often click and drag non-emails into my self created email folder, or drag the emails into another folder by accident). This feels like a no brainer to me - am I just a duffer and can’t find the setting?

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Sara Sultan
Smokeball Team
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AWlssContributor
asked in General Q&A
Smokeball Calendar does not Sync with Microsoft Outlook Calendar =

Our Firm currently uses the Microsoft 365 suite family and Smokeball. In the past my attorney has been able to synchronize his Outlook calendar with his calendar on Smokeball. Recently, in scheduling meetings for him using Smokeball, his Outlook calendar has not been syncing properly with Smokeball causing him to miss meetings with clients. Can you please advise as to how we can fix this issue? Thanks,Dorian Coehins

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Sara Sultan
Smokeball Team
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bethmushinContributor
asked in General Q&A
is there a way to bring a pdf into smokeball and have it auto populate the information

Is there a way to upload a pdf containing information about the case and have Smokeball automatically take that information from the pdf and place it into the case in the places it belongs? For example, if I upload a document explaining how a client was injured, can Smokeball take that information and populate it into the case details or into another document that would need that information? 

343
HunterSteele
Smokeball Team
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AMC AmandaContributor
asked in General Q&A
Bulk client statements for all invoices and payments

How can you send statements to all of your clients at the end of the month. We have over 250 active clients that require a statement at the end of the month. To go in to every matter is not feasible. I need to send statements for multiple reasons, the main one though is to let the clients know how much interest is being charged on their overdue accounts. Especially for those clients who we no longer act for. I have tried the work around for this of adding a disbursement called interest charge for $0.00 so it calculates on the full outstanding value however the system will not finalise a $0.00 invoice.

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PecomanContributor
asked in General Q&A
Transcribing Calls with Ringcentral

I am new to Smokeball.  I have Ringcentral as my telephone provider.  I can get Ringcentral to record phone calls.  I was told either Ringcentral or Smokeball could transcribe the recording and put it in the correct matter file.  But I am having a lot of difficulty figuring out how to do this.Anyone conquer this challenge?Ross

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AMC AmandaContributor
asked in General Q&A
Viewing future rate sets

Does anyone know of a way that you can see what dates future rate sets have been set up for and also is there a record kept of dates rate changes were applied?

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DavidleameyContributor
asked in General Q&A
update on smokeball on Arm Windows

Hi is there an update on how smokeball is expected to run under emulation on the new copilot+ PC'S ro be released on 18th June 2024? Is there any workarounds if it's not running eg via the Web?

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AmyfromPA
AmyfromPAContributor
asked in General Q&A
Word Save to Smokeball rarely works

Nobody in our office can get the Save to Smokeball feature to work. It rarely works, so I have been doing the “print to Smokeball” and that always works. The problem is that it is turns it all into a PDF when I sometimes want it to be a Word document. Anyone find a solution for this? Smokeball tech has “fixed” this problem with saving before but it always a very short term solution and back to not working in no time. 

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Sara Sultan
Smokeball Team
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MJLawContributor
asked in General Q&A
Uploading file from smokeball for efiling

I am trying to do an electronic filing through my local register of deeds online filing platform, simplifile. How do I upload the deed that I created in smokeball? The document is saved in smokeball rather than on my computer server. When I go to upload the document I only have access to my computer server. I also tried to drag the file and I get the prompt that the file is not a supported file type even though it is a PDF. 

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Sara Sultan
Smokeball Team
Michelle Jenkyns
Smokeball Team
Michelle JenkynsSmokeball Team
posted in General Q&A
Product Research: Automate your Client Onboarding Process

Hi!I am currently researching ways that we can help to simplify your client onboarding process through automation. If you are interested in providing some insight to this area and helping to define a solution I would love if you could help by completing the below survey. Survey: Automating the Client Onboarding Process Additionally, if you would prefer to arrange a meeting to discuss please feel free to email me directly at michelle.jenkyns@smokeball.com.au and we can arrange a time that works for you. Looking forward to your valuable insights!

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Michelle Jenkyns
Smokeball Team
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JG3Frequent Scribe
asked in General Q&A
Retiring Automatic Invoice Saving to Document folder - not good

​@adeleh As we’ve been warned, effective July 15 invoices won’t be automatically saved to the documents folder.  There may be valid reasons for this change, sort-of explained in techie double-speak in the product update below.  Well, this will definitely be an issue, as most of our firm doesn’t have SB Billing access.  It’s new job security for us on the billing end of the house, as we’ll be continually badgered to download and share invoices for any number of reasons and/or asked if client X was sent and paid for A, B, or C invoice, fee, or expense.  In the meantime, a band-aid approach would be to do what we’ve requested for a long time now: add a simple  “paid’ entry in the billing widget as requested below.  If provided, paralegals could know, at a glance, if our flat fee services were paid so they can start working on the file. We ask that this get to the top of the pile.Yes, we realize that there are so many updates and upgrades to do, but we nonetheless appreciate the considerat

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Smokeball Team
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PecomanContributor
asked in General Q&A
Banking and Smokeball

Just wondering if anyone has an online bank they can recommend that works well with Smokeball.

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Sara Sultan
Smokeball Team
Funkytown
FunkytownFrequent Scribe
posted in General Q&A
Backing up my calendar and task list

I’d like to print or save a PDF of my calendar and my task list on a weekly basis. Does anyone else keep a hard copy as a backup? Is there a good report or export option that could do both in one shot?

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Sara Sultan
Smokeball Team
AlishaS
AlishaSContributor
posted in General Q&A
Video Playback with Smokeball Prosper+

How are you dealing with not having the video playback feature in smokeball Prosper+?  Our firm works with large video files (1GB - 10GB each) and often need to review the videos for content.  Downloading a video every time you want to view it takes a lot of time and delays work.  Is this only an issue for our Michigan based personal injury firm?  Any work arounds?

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Sara Sultan
Smokeball Team
Michelle Jenkyns
Smokeball Team
Michelle JenkynsSmokeball Team
posted in General Q&A
New Intake Homepage Feedback

We have recently released the new Intake Homepage which is designed to help you manage your intake forms from one central location.  As we plan the next round of improvements, we’d love to hear your thoughts!👉 Have you given it a try?👉 What’s working well?👉 Anything that could be improved or added? If you're interested in sharing your feedback, you can:✅ Reply to this post📧 Email me directly at michelle.jenkyns@smokeball.com.au📅 Book a time to chat via Zoom: Calendly Link Looking forward to hearing how we can keep improving this feature to make your workflow even easier!

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Michelle Jenkyns
Smokeball Team
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JLLContributor
asked in General Q&A
Adding pre-judgment interest to debt collection matters

Part of my practice is debt collection.  The matter profile I use is under “Debt & Bankruptcy - Debt Collection.”  When setting up the matter, I would like to include the principal judgment, as well as calculate ongoing interest.  I don’t see any way to do this under “debt collection” or basically “pre-judgment” interest.  This would be very helpful for me to glance at an information point and see exactly what amount the defendant debtor (not my client) owes at any given point, as well as use in forms and judgments. This is especially true for FDCPA debt.  It seems this feature may be a thing outside of the US, and on “Post Judgment Debt Collection” but not where I really need it to be.  Can anyone help advise if 1) I’m setting it up incorrectly or 2) confirm this is not a feature that exists (right now?)  Simple case scenario, debtor fails to pay invoice due on 5/1/2024 for the principal amount of $10,000 and agreed to contract interest of 18% APR on default.  Today is 5/20/25, I

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Josh Hehner
Smokeball Team
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AMC AmandaContributor
asked in General Q&A
Interest charges on Unpaid Invoices with no further work

We have clients who we have ceased to act for that still have outstanding accounts. How can I send them a monthly invoice to charge them the interest on their outstanding account?At the moment the only way I can see it working is to charge them a $0.10 disbursement every month to trigger an invoice, charge interest on the overdue debt and then waive the $0.10 disbursement the next day so it doesn’t add to the balance.

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BenHallLaw
BenHallLawContributor
asked in General Q&A
Invoices not generating

Is anyone else having an issue of invoices not generating and them getting hung up? Or when you try to go through billing and a white screen loads? This has been happening on numerous computers and with multiple users. Restarts, logouts, clearing cache--doesn’t work.   

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Sara Sultan
Smokeball Team
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DMCContributor
asked in General Q&A
How to generate trust account statements for all clients

Hi thereIn QLD we have to provide a trust account statement for all clients as at 30 June. Is there an easy way to send these all at once?

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GenerationLawJackieContributor
asked in General Q&A
Why is Outlook automatically saving all of my emails to ONE matter?

For some reason, my Outlook Smokeball integration saves all of the emails one of our staff member writes, automatically, to one specific matter.  Has anyone else experienced this, and is there an easy fix?

1274
Paulraun

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