March is here, and so are a bunch of exciting updates to keep your legal workflows smooth and efficient! We’ve rolled out new matter types, fresh lead types, important form updates, and powerful enhancements to Smokeball reports.
Here’s a quick rundown of the highlights—because who doesn’t love a well-organized legal update? (And if you do want all the nitty-gritty details, you can find them here).
New Matter & Lead Types
Big news! We’ve added a brand-new Federal Insolvency General matter type under the Insolvency category. This is now available across all states to help you tackle insolvency cases with ease.
But that’s not all—we’ve also released some handy new Lead Types to make managing potential clients even smoother:
- Insolvency (Federal): Insolvency Lead
- Business (ACT, WA, NT, TAS): Purchase of Business Lead
- Business (ACT, WA, NT, TAS): Sale of Business Lead
- Commercial (NSW, VIC): Liquor Licence Lead
Because who doesn’t need a little extra help sorting out liquor licences, business deals, and insolvency matters?
New and Updated Forms
Forms, forms, and more forms! We’ve made some key updates across various practice areas:
Conveyancing
- NSW: Added NSW Fair Trading - Strata Proxy Appointment Form and updated Transfer Granting Easement and Settlement Adjustment Sheet.
- QLD: Updated Declaration in Land Registry Forms.
- VIC: Tweaked the Statement of Adjustments.
Criminal Law (VIC)
- Added Request for Copy of Audio Recording to Magistrates’ Court Criminal Forms.
Family Law
- Removed outdated FCFCOA Information Notice - Subpoenas and the Department of Fairness, Families and Housing Victoria and COVID-19 List.
Child Protection (VIC)
- Refreshed Children’s Court research materials, including legislative summaries and procedural chapters.
Litigation
- NSW: Updated Affidavit and Witness Statement forms.
- VIC: Added Affidavit of Documents to County Court Civil Forms.
Personal Injury (VIC)
- Updated the FAS Client Authorisation Form.
We’re all about making sure your legal docs are up-to-date and ready to roll!
Lexon Insurance (QLD) Updates
If you’re handling estate planning, leasing, or family provisions in QLD, we’ve got great news! A number of Lexon Insurance Marketplace precedent suites have been revamped, including:
- Significant updates to Wills & EPOA (Enduring Power of Attorney) precedents, including:
- First Contact and Estate Planning Checklists
- Client Correspondence Templates
- Will Execution & EPOA Execution Checklists
- Risk Pack Completion Checklists
-
Estate Administration
- Updates to Scrutiny Checklists, Taxation Correspondence, and Distribution Documentation.
-
Family Provision Applications
- Enhanced checklists and procedural documents for Initial Interviews, Commencing Proceedings, and Mediation/Settlement Processes.
-
Leasing
- Updated risk procedure packs for commercial leasing, lease disputes, lease renewals, and assignment of leases.
Reports Updates - Now Even Better!
A range of Smokeball reports have also been enhanced this month with new features to improve usability and efficiency:
Key Enhancements Across Multiple Reports
There have been a number of exciting enhancements made to the following reports:
✔ Client - Full List
✔ Conveyancing - Cooling Off
✔ Safe Custody - Full List
✔ Matter - Archiving
✔ Event List
The changes include:
✨ Matter Numbers linked to Smokeball for easier tracking.
✨ New “Included Columns” Filter to customize reports to your liking.
✨ Better Default Settings Functionality to make your workflow smoother.
✨Sorting functionality added (‘Matter - Archiving’ and ‘Event List’ reports)
We’re all about making reports faster, smarter, and easier to use—so you can spend less time sorting data and more time practicing law.
That’s a Wrap!
That’s it for March! We hope these updates make your Smokeball experience even better. Got questions or feedback? Let us know below—we’re always keen to hear from you!
And don’t forget to check out the full list of updates here. 🚀