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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.

653 Conversations
S
ShyneContributor
posted in General Q&A
Manual Push of Invoices to Xero

HelloSome invoices, although present in Smokeball, does not show in Xero. Is there a way to manually push invoices from Smokeball to Xero?

981
L
Smokeball Team
2 years ago
kuhrich
Smokeball Team
kuhrichSmokeball Team
posted in General Q&A
Your favorite automations?

Hey Community, The Smokeball content team is keen to know what your favorite automations are.⏲️ Adore how AutoTime enters your time for you?📄 Have you noticed a drastic decrease in errors thanks to Document Automation?🔁 Does your firm use Workflows to train new staff and ensure processes are in place for every stage of a matter?Take the poll, and share your automation tips & tricks below! We're also looking to interview a few folks for a blog post on automations. If you’re interested, let us know in the comments. 

690
kuhrich
Smokeball Team
2 years ago
Sara Sultan
Community Manager
Sara SultanCommunity Manager
posted in General Q&A
New layout for the email sending client's their invoices

Smokeball has made some great improvements to the email template for sending invoices to clients.  You can see a sample of what it will look like below.  If you have added a logo to your invoice template, it will now also show in the body text of the email template as well.  We have also moved the PAY NOW* button up to the top to make it even easier for your clients to pay. *Note: the PAY NOW button will only show if you are integrated with LawPay (US) or Stripe (AU) 

831
Ben
2 years ago
E
etorresRegular
asked in General Q&A
How to download files from Communicate

How do I download all the picture images and voice recordings received from a client via communicate? Is there a way to download all at once?

921
Sara Sultan
Community Manager
2 years ago
A
Anonymous
posted in General Q&A
Medical Record Retrieval Integration

How are folks currently tackling the process of Medical Record Retrieval? Is this a lengthy process? Are community members aware of our integration with YoCierge? 

551
Sara Sultan
Community Manager
2 years ago
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LindaLeeRegular
asked in General Q&A
Turn off Autodate function

Is there a way to turn off the auto date function in final letters and documents so that the date does not change to the current date whenever you open it?So once you have completed the final letter/document and you save it, it locks that date.??

683
Sara Sultan
Community Manager
2 years ago
CarsenTazi
CarsenTaziContributor
asked in General Q&A
Archiving Memos on an existing matter?

Is there a way to archive or otherwise organize Memos on a matter? I want to keep them, but they can get extensive and when they are no longer needing to be referenced, I would like to organize them into a folder (or hide them as an archive - sort of like seeing a deleted version or something)? 

491
zac.meyer
Smokeball Team
2 years ago
H
HNLeonardContributor
posted in General Q&A
Stamps.com

Has anyone submitted a request for there to be a stamps.com add-on/plug-in for Smokeball? If not, for those using Stamps.com, have you found a good way to integrate the address books and/or billing?Thanks!

833
magort
2 years 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? 

1024
rlake
2 years ago
C
ChuckRegular
asked in General Q&A
Non-staff user and Communicate

We just added a new staff member, who starts Monday.  I will be gone on Monday and was hoping he could get off the ground.  We’ve been trying to get things set up this weekend, but he does not show up on the list of staff in Communicate for us to add him to channels, message him, etc. He is definitely registered as a Smokeball user and logged in. When he clicks over to the Communicate tab in the program, though, it displays a message saying, “Communicate is not available to non-staff users.”Huh? We’ve never had to deal with this when adding staff before. If anyone has stumbled across this, how do I navigate past it?  I see absolutely nothing in the user setup where I can configure this. Nothing is mentioned on the Smokeball help site, and support is closed over the weekend, so I am reaching out to the community... 

1255
C
2 years ago
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

583
Sara Sultan
Community Manager
2 years 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. 

521
Sara Sultan
Community Manager
2 years 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.

1401
Sara Sultan
Community Manager
2 years 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?

2483
CarsenTazi
2 years ago
Sara Sultan
Community Manager
Sara SultanCommunity Manager
published in General Q&A
How to save PDF documents right to Smokeball from your Browser using Chrome(or Edge)

So much of the work we do is shared online these days but it still needs to be stored and organized in Smokeball so that it’s easy to track down when you need it.I often find that many firms are unaware of the amazing extension we have for Chrome that lets you save PDFs and webpages straight to Smokeball from your browser.Here it is in action:  It is automatically installed, but is not pinned down to the Chrome toolbar by default and often overlooked.  If you prefer to use Microsoft Edge still use our extension by clicking on this link and allowing third party extensions in Edge.  

3431
samkeo
2 years 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!

992
L
2 years 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.

463
Sara Sultan
Community Manager
2 years 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?

501
Ben
2 years 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. . 

461
zac.meyer
Smokeball Team
2 years ago
zac.meyer
Smokeball Team
zac.meyerSmokeball Team
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. 

331
magort
2 years ago
A
apageContributor
asked in General Q&A
Tasks

Can a full list of tasks be printed? 

1614
zac.meyer
Smokeball Team
2 years 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???

421
Sara Sultan
Community Manager
2 years ago
zac.meyer
Smokeball Team
zac.meyerSmokeball Team
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.   

704
C
2 years ago
E
etorresRegular
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? 

601
zac.meyer
Smokeball Team
2 years 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

851
Sara Sultan
Community Manager
2 years ago
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