Smokeball Q&A and Feedback

Is there a quick way to find details for your individual client success manager

As per subject line, can we see who voided an invoice? I see who and when it was finalized and when voided but trying to figure out who did it...

is there an option to close multiple leads at a time, i do not use the in built form or intake but manually add leads into the file and via zapier. Is there a way to select a bulk action to close the leads rather that 1 by 1. 

I have tried to begin using Smokeball but got frustrated several weeks ago.  I came back today and found it even more difficult than  I did in the spring.  How can I learn how to use it?

I created a final invoice for 1/1/26-6/1/26. It remains unpaid. Am I able to void and create a new invoice from 1/1/26-current?

Is there a way to send out an email to all of the clients that are managed by one case manager? 

I am in SB looking at a mess of emails imported from a thumb drive provided by client.  Many have attachments, but I cannot view the attachments unless I click on each email.  Is there a way attachments can be shown under the email?  I was thought maybe there was, but perhaps the problem is that these emails were imported and not created by me in my file or outlook integration.I was thrilled to see I could select the whole batch and make a single PDF, but it does not seem to capture the attachments when I do this.  I thought maybe that was because I cannot see them without opening the email.  It’s late, but hopefully someone understands what I am looking to do.  Perhaps a separate tool is needed?

Is there a way to bill for emails sent after the fact? I have a bunch of emails in a matter that I forgot to assign to Smokeball and did a bulk assignment from Outlook. Is there any way to bill for those emails at this point?  Similar question for Word documents.  Is there a way to bill for a document created after the fact? 

Some of the fields that are included in the Court documents do not appear in the list of fields available to choose from - for example, I am trying to create a document that refers to Applicant and Respondent in a Family Law matter.  I can see in the field for each in the Initiating Application, but that field does not exist in the list of fields when I am creating a precedent (I have started the precedent in Family Law - Property and Children).I seem to be able to copy and paste the field from the Initiating Application precedent, but that is not an efficient way to work.  Is there a list of where all fields can be found somewhere?

When I send an email message from a matter within Smokeball, the email dumps into the general email area (this is at the bottom where all files, favorites, documents etc… are).  Is there a way to tell the program to save the email to a specific folder within the email section of that area?

I’m looking for advice on how to better streamline the Closing Statement functionality in Smokeball.Right now, I still rely on my own Excel sheets to calculate adjustments in the way that’s customary for attorneys in my area (Long Island, NY; NYC).My main challenges are: I can’t seem to change the calculation from 365 to 360 days (very minor issue) Smokeball’s rounding differs from local practice, so I end up having to calculate the adjustments separately and modify them manually. This defeats the purpose of being able to quickly balance with another attorney—bringing me right back to my customized Excel sheet. I haven’t found a way to create one fully functional Closing Statement without using multiple forms or manual edits. Ideally, I’d love to see more Smokeball template options for Closing Statements, Disbursement Sheets, and Net Funding Sheets (specific to New York and Upstate New York—though this may apply to other areas too). It would be great if these included a buyer/selle

How can I obtain a Summary of my activity since August 17 to present? 

Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want to hear from you! Smokeball is currently investigating methods of tidying up pre-existing duplicate contacts and ways of making it easier to prevent their creation in the first place. If you would like to discuss this topic with the Product team, please like this post or reach out to sam.king@smokeball.com and someone will be in touch with you. Thanks!

can someone please advise if there is a way to filter the leads and matters by the type of matter. it seems odd that the system forces you to select this type at every turn but the filtering options in the list doesn’t have it as a field, am i doing something wrong ? 

We are new to smokeball and want to know if we have a client with multiple matters, is there a way to create the “master” client and then the various matters branch off of the same client?  Hope this makes sense.  Thank you!

How do I edit the Other Party name in an existing lead? 

Does anyone know how to add both a task and calendar at the same time?

When I send an esignature request, it’s going out under someone else within the firm’s name using my email address. Other people in the firm who use it get emails addressed to themselves. How is it deciding what name to use?  

We use a contracted bookkeeper who, in turn, uses Quickbooks Desktop.  We are not sold on migrating to QB Online, having heard many horror stories and having a desktop file with over ten years of data.  Does Smokeball have a limited access feature whereby our bookeeper can run and download reports to track income and expenses and import the data into Quickbooks?  She has no need to access any other features.  Thanks.  

Since I receive messages about this topic sporadically, I just wanted to add some updates to the original post.Smokeball does work on an M (ARM) based Mac.  I do not know whether this is because Microsoft have improved Windows 11’s X86 emulator, whether Parallels has made improvements in the latest version, or whether Smokeball has revised its code over the last few iterations.  It is probably a combination of all three.  In any case, it does work.  Smokeball cannot run as a “native” app on M (ARM) based Macs because Apple does not support Boot Camp, which allows for dual booting a Mac into Windows.  Apple has not given any indication that they intend to continue supporting Boot Camp. For now, all you need is a copy of virtualization software such as Parallels or VMWare Fusion.  You can create a Windows virtual machine, and install Smokeball as you would on a normal Windows-based computer. Smokeball’s web-based app has been substantially revamped which means you have access to more fea

We are moving from an onsite server to the cloud, using SmokeBall for the cloud.  Are others using SB to store their office administration files, e.g., administration, practice management, civic and social service, professional service (e.g.for state bar or local bar), client development, professional education, hiring and training staff)?  In our old system, we have separate non-billing “Y” numbers we assigned to each of those categories and filed our pdfs into subfolders for each.  A “Y” number or “matter” was a non-billable category.  In SB, the only matter types available (since we can’t create our own) are Administration and under that a sub folder titled Administration again another sub folder titled General.  Do others then created subfolders under each of those areas?  

I would like to use Archie to pull information from a file and fill in claim forms 

Has anyone experienced Smokeball closing on its own.  For example, working in a matter and then the program will just shut down? This has happened on two of our users multiple times and not sure why it would be doing this or how to fix/prevent it.

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?