@JKibler @JG3 @Funkytown @CarsenTazi and @magort as some of our most active members over the last few years I’m curious to hear your thoughts. 

Perhaps we don’t need to move beyond Smokeball focused topics? 

Or, are there newer, less experienced folks out there that would benefit from this kind of support that we’re not connecting with? 

@Ben My focus is on

1. Developing a strong marketing program to feed into Funnel, and to automate as much of the process of winnowing through leads for the 4 - 6% potential new clients.
2. Automating as much of the activities of running my firm that do not involve working with qualified prospects and clients.
3. Building two virtual teams, one to manage our marketing and Funnel, and the second team of virtual paralegals and virtual contract attorneys to help handle the workload.
4. To keep track of the first three, I am working on getting better data from Smokeball and our marketing vendor to ensure the first three goals are on track.

My firm is fully virtual - we do not have an office or any full-time staff in the U.S. All of our U.S. staff are virtual and as needed.

Thanks so much for sharing, @magort. I'm impressed with how you’ve structured your business.

Going fully virtual and outsourcing to match supply to demand is something I’ve always considered but never quite managed. It’s amazing to see you doing it at scale and with the complexities of a firm!

I have many questions, but my main one is: how can we help?

If it’s hard to pinpoint, let me know if you’d like ideas on data and automation, virtual team management, or digital marketing/growth hacking

Help with data and automation would be my first choice. I want to automate reports on time and expenses on open matters, for example. 

Bells and Whistles! I love the bells and whistles and would love more of them.

I’m excited about the stuff you are doing with AI.

The communicate app has so much potential. You guys have been updating it and adding functionality (calendar updates to my clients is my favorite feature, but adding links to folders is a close second - could you add the ability to create zip files?). I use this to delegate a task to a client with a deadline. I use this to notify and remind clients of appointments and due dates. I’d like to add a client to a task in the same way I can add a client as an attendee of an appointment.

Has anyone noticed the already-built-in  AI conversation summary? I’ve used it, but am not ready to rely upon it. 

The Intake and Matter LEADS is already useful, but I want the ability to add more mapped fields so I can create more efficient document templates. 

I’d also like the ability to prepare a notice to send to all of my clients (or opposing counsel). For example, “Dear {first_name last_name}, I will be unavailable from {start_date} to {end_date}.” - then I want to blast it out to everyone with a click or two.

I’d like the ability to search for key-words in a sub-folder. Currently, when I search for key-words, I’m searching the entire matter files and often get a large volume of results.

I’d like to link to Docusign (or better yet - create a Smokeball equivalent - in Washington I usually don’t need a fancy certification for a signature. If a client prints a document, signs, scans and returns it to me - that will work for most of my purposes. If a client uses their phone’s “markup” feature - that will work. If Smokeball could create an easy format for me to get an electronic signature, I’d be in heaven.

I love the fact that Smokeball solicits this input from its users!

@Ben Apologies for the late response. I have been thinking about your post since you made it. Here are some ideas about furthering the Smokeball Community:

1. Add a toggle in Community user profiles to display more information about the user such as:
   • State (on user name in posts etc.), City (in profile);
   • Practice in State, Federal, or other Courts;
   • Practice Areas;
   • Position - Attorney, Paralegal, etc;
2. Create a certification program to qualify the skill / ability of users and perhaps law firms. Consider displaying this in user profiles or as badges.
3. Create CLE directed to Smokeball users. Make it very low cost or free. Consider allowing the creation of regional events at the instance of SB users which are sponsored by Smokeball and Smokeball integrations for CLE / meet ups. The CLE content could be piped in by video or live with discussion groups amongst smokeball users AND other invitees that are not yet SB users. This is for networking, recruitment, and education and also satisfies CLE requirement.
4. Create a map showing SB users general locations using State / City information that users share. This would facilitate the other ¶¶ here.
5. Create a job posts community section to allow:
   • SB Firms / Attorneys to post openings for hiring of attorneys, paralegals, and other staff;
   • SB consulting work (have seen a couple users request this in the forum).
6. Create a templates marketplace and allow users sell their intake and template forms per merge. Such as $5.00 to the creator; $5.00 to SB.

I have some further thoughts about why these things would be beneficial for SB and our users that we could discuss on a phone call. If you are interested send me a Calendly invite. Thanks.