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.

45 Topics

I
ImusselmContributor
asked in General Q&A

Linking a call from a call log on android to a matter

Sorry if this has been answered, Im new.If I make a call to a client is there a way to link that call to a matter.Say the call was 43 minutes, can I save that as a time entry to a matter directly? without having to make a time entry from scratch?Many thanks,Ian

3
Sara Sultan
Community Manager
14 hours ago
J
jbelloContributor
asked in General Q&A

Adding a hyperlink to an event

Is it possible to hyperlink a document such a Notice within the event window. Or even create a clickable link to the zoom conference that most events are taking place within. 

1
Sara Sultan
Community Manager
7 days ago
W
WichitaLawyerContributor
asked in General Q&A

CRM - Text Appointment and Court reminders

Does Smokeball have a CRM function, that allows for scheduled text messages to be send to clients to remind them of court dates and appointments. I run a criminal defense practice and something like this would be great for me. a lot of the products I have seen are pretty expensive for a solo.

1
Sara Sultan
Community Manager
7 days ago
mallorylarkby
mallorylarkbyContributor
asked in General Q&A

Linking 2 matters together

Is there a way to link 2 matters together.ie: If we have a probate file open for a client as well as a personal injury file, can they be linked together?

3
CarsenTazi
8 days ago
A
apageContributor
posted in General Q&A

Smokeball Matter type - Wills, & Wills and power of attorney

Hi Smokeball communityI would like to query the ‘Wills’ and ‘Wills and Power of Attorney matters. I note within the ‘letters of administration’ matter there is the option of adding one or multiple beneficiaries. However, within ‘Will’ matters there is no option to add beneficiaries at all, which is necessary when compiling a Will. Can beneficiaries be added? 

3
H
Smokeball Team
10 days ago
Sara Sultan
Community Manager
Sara SultanCommunity Manager
posted in General Q&A

How to save PDF documents right to Smokeball from your Browser using Chrome( or Edge)!

I often find that many firms are unaware of the amazing extension we have for Chrome.  It is automatically installed, but is not pinned down to the Chrome toolbar by default and often overlooked.  We also have some users that prefer to use Microsoft Edge for their browser.  You can still use our extension in Edge by clicking on this link and allowing third party extensions in Edge.  

1
samkeo
11 days ago
L
LizTContributor
asked in General Q&A

Assigning or Changing Document Containers to Existing Templates

I have some templates that do not automatically open in document containers, and others that do but I would like to switch them to a different document container. I know I could send them in for automation by the SB team, but I kind of like doing it myself 😊. That said, I can’t find where or how to assign a document container to a template (other than when I’m creating the template from scratch. Does anyone know where to find the way to assign a document container to a template? Thanks!

2
L
12 days ago
C
Carrie RContributor
asked in General Q&A

Settlement

Hey! I am wondering how other firms label/note when certain clients have settled and other clients are still in active litigation. I have been editing the descriptor, but I was curious if there is a better or more clear way for everyone in the firm to know who is settled without have to click through a bunch of drop downs.

3
Sara Sultan
Community Manager
17 days ago
R
Robyn MeineckeContributor
asked in General Q&A

Forwarding address "'From Date''

Are you able to select a 'from’ date when you specify forwarding address please?

1
Ben
Smokeball Team
17 days ago
M
msimowitzContributor
asked in General Q&A

Contacts

I want to be able to search contacts by categories, i.e. life planners or accident reconstructionist.  I can figure out how to add the persons expertise so i can search by that expertise.  I often forget their name ut know their specialty. . 

1
zac.meyer
Community Manager
18 days ago
zac.meyer
Community Manager
zac.meyerCommunity Manager
asked in General Q&A

Smokeball Trivia Roundup

SMOKEBALL TRIVIA. Bringing back a classic of the community. This week's question is as follows. How can I designate a special common fact about a client, like language, job specialty, high value? Is there something I can do with a contact that will allow me to see it across the board? First one to answer correctly wins an entry for a prize. Details to Follow regarding that. 

1
magort
18 days ago
A
apageContributor
asked in General Q&A

Tasks

Can a full list of tasks be printed? 

4
zac.meyer
Community Manager
22 days ago
S
shannbanan6491Contributor
asked in General Q&A

Thumbnail Photos

Does anyone know if there’s a way to display thumbnail images of photos? Our firm primarily practices criminal law and we just recently got Smokeball. For the most part, Smokeball is great but I’m finding it really difficult to review and locate photos in cases that have a substantial amount of discovery. I know you can click the blue cloud to download and then preview each photo individually, but when there are thousands of photos in a file this is really time consuming. I’m also finding that it’s taking me forever to locate a specific photo when needed, as frantically click through the discovery file, blindly selecting photos to download and preview just so I can guess whether the photo I’m looking for comes before or after the one I’m viewing. Am I missing something???

1
Sara Sultan
Community Manager
23 days ago
zac.meyer
Community Manager
zac.meyerCommunity Manager
asked in General Q&A

Smokeball Trivia

SMOKEBALL TRIVIA. Bringing back a classic of the community. This week's question is as follows. How can I tell if a task was reassigned or the due date was changed? First one to answer correctly wins an entry for a prize. Details to Follow regarding that.   

3
Ben
Smokeball Team
24 days ago
E
etorresContributor
asked in General Q&A

Is there a way to see a call log?

For example: Is there a way to see all the phone logs that have been recorded by staff in a particular case file? 

1
zac.meyer
Community Manager
24 days ago
T
tania WaterhouseContributor
asked in General Q&A

Fee Earner reports

Hi All,I am having difficulty keeping track of fee-earner times.There are two different reports available:  Time, Fees and Expenses Income Allocation Report

1
Sara Sultan
Community Manager
24 days ago
A
AmbryContributor
asked in General Q&A

Auto-Save in Word

Has anyone had issues with losing work if Word crashes?  There does not seem to be an auto-save feature when working from documents opened from Smokeball

3
Ben
Smokeball Team
25 days ago
B
bishoyContributor
posted in General Q&A

Phone integration

Would it be possible for the work phone to be integrated with smokeball to capture all phone logs?

3
Ben
Smokeball Team
29 days ago
David7700
David7700Contributor
asked in General Q&A

Share A File Folder

We often share documents with opposing counsel and clients and like to do so securely. Is there some way to share a file folder? I cannot find a way to do it - only to share the files/documents themselves.  Thanks!

5
CarsenTazi
30 days ago
MRHanson
MRHansonContributor
asked in General Q&A

All Files Folders

How can I modify an existing template to modify the folders within the “All Files”/Document folders? I would like to be able to open case and have the folders automatically create subfolders such as pleadings, orders, correspondence, etc. 

2
zac.meyer
Community Manager
30 days ago
M
mjjohnsonContributor
asked in General Q&A

Application Error Message

Good morning Smokeball community.I am currently working directly with Smokeball on a technical issue, and I would like to get feedback from any other users who may be experiencing this issue.In a nutshell, when attempting to open documents in our Smokeball application, we receive the following Application Error:“There was a problem communicating with Word.  Please close the application and try again.  It is recommended you save all documents before closing.”If anyone has experienced this issue and remedied the error, I’d love to learn about how you accomplished that.Thank you,Matt

3
M
1 month ago
L
leemorinContributor
asked in General Q&A

payment plan

How do I add a payment plan tab to contacts? Right now, I don't have a payment plan tab.

1
Sara Sultan
Community Manager
1 month ago
A
atharkhanContributor
posted in General Q&A

Smokeball on Surface Pro X running Windows for ARM

Hi All, Just wanted to share with you that Smokeball does work on Surface Pro X running Windows 11 for ARM.  I believe that the requirements posted online on Smokeball’s website refer to Surface Pro X running Windows 10 for ARM. I believe that Smokeball is now functional on Windows for ARM because Microsoft have improved the emulator for Intel/X86 based applications rather than the Smokeball app itself having been recompiled.  Either way, I will take it. I am running Windows 11 for ARM Version 22H2 (OS Build 22622.290). I did make one tweak to the shortcut to help Smokeball get out of the loop of wanting to apply updates.  I enabled the “Run this program as an administrator” feature to allow Smokeball to be happy that the updates had indeed been applied. The speed is decent.  Not amazing.  But decent.  However, the always-connected and instant-resume aspects of the Surface Pro X make it worthwhile to try it out. Hopefully, there is one fellow nerd out there who is as happy about this a

1
Ben
Smokeball Team
1 month ago
E
ebucklandContributor
asked in General Q&A

Letters

Does Smokeball require that letters which are addressed to people only use their first initial and then surname, or is it a choice that we have made as an organisation? For instance, at present a letter addressed to me would state “Ms E Buckland” rather than “Ms Emma Buckland”. Is it possible to change it so that the full name can be used?

1
D
Smokeball Team
1 month ago
K
Kelly GatehouseContributor
asked in General Q&A

Tasks

Hi, Is there a way to set up email notifications when tasks are allocated? 

2
VanessaKing
1 month ago

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