Meet Archie, your AI-powered matter assistant
Find answers, share ideas and discuss best practices!
Your home for product tips, tricks and AI resources
Read about the latest Smokeball features and fixes
Find a cozy corner to discuss your interests in our Law Lounges
Get to know fellow legal professionals from around the world
Ask the experts and other users about how to make the most of Smokeball
Tell us how to make Smokeball even more useful to you and your firm
Hi thereIn QLD we have to provide a trust account statement for all clients as at 30 June. Is there an easy way to send these all at once?
For some reason, my Outlook Smokeball integration saves all of the emails one of our staff member writes, automatically, to one specific matter. Has anyone else experienced this, and is there an easy fix?
The only thing I can find in help is how to email a Trust receipt, but I want to email clients a receipt for when they have paid their invoice.
Intake homepage Your New Intake Homepage 🚀We’re launching a smarter way to manage your intake — coming live in the next few weeks for all firms using Intake as an add-on or on a Prosper+ plan.Get ready for your new Intake Homepage, built to help you stay on top of every web enquiry, follow-up, and client opportunity—all in one place.✔️ Instantly spot new enquiries as they come in✔️ Track pending forms that need your attention✔️ Access completed submissions with a click With complete visibility and control, you’ll follow up faster, convert more leads, and keep matters moving effortlessly. Keep an eye out—this game-changing update is just around the corner. Intake Homepage Access Freelance Legal Work with LAWCLERK(Applicable US Boost users) Coming in June: Exciting news for solo and small firm attorneys in the US — From June, users will be able to tap into freelance legal work opportunities directly from Smokeball Boost, thanks to our new integration with LAWCLERK.Whether you’re looki
I use Archie to generate emails.Is it possible for these emails to automatically include my signature?I would like text with hyperlinks and an image ideally.
Is the ADD LINK option in the Send Message to: window meant to be used by us to manually insert a link to a URL external to Smokeball, or how is it meant to be used?
How do I enter the other party’s details, including their assets and liabilities, in the Application for Consent Orders precedent?I have entered my client’s information but cannot see how to enter the other party’s information to be able to complete the form and have the totals calculated automatically.
Time and time again I hit a brick wall when doing searches.I search for part of an email address, zero results in either name or content. Yet the same search filter yields results in MS Outlook. Why is your indexing so primitive??
Part of my practice is debt collection. The matter profile I use is under “Debt & Bankruptcy - Debt Collection.” When setting up the matter, I would like to include the principal judgment, as well as calculate ongoing interest. I don’t see any way to do this under “debt collection” or basically “pre-judgment” interest. This would be very helpful for me to glance at an information point and see exactly what amount the defendant debtor (not my client) owes at any given point, as well as use in forms and judgments. This is especially true for FDCPA debt. It seems this feature may be a thing outside of the US, and on “Post Judgment Debt Collection” but not where I really need it to be. Can anyone help advise if 1) I’m setting it up incorrectly or 2) confirm this is not a feature that exists (right now?) Simple case scenario, debtor fails to pay invoice due on 5/1/2024 for the principal amount of $10,000 and agreed to contract interest of 18% APR on default. Today is 5/20/25, I
I see how we can save a PDF into SB from a browser or outlook, but how do we save a PDF into SB from Acrobat or other native application? Also, how do we save a Word doc that originates outside of SB (not from Outlook or browser)? Thank you!
Churning since May 2023:Please add a "Paid" line in the billing widget that appears in regular old Smokeball (not Smokeball billing).For paralegals and others who would like to know if, say, a flat fee service was paid, seeing the paid amount would be immensely helpful and save a lot of time (and interaction with us on the billing side of the house).Yes, they could see the "$0.00" for unpaid or unbilled, but they may not know if the invoice was sent or not....and yeah, they can check the billing folder in the file to verify, but that's a PIA...I'm seeking to make it easier for all.On it’s face, it appears to be a rather easy upgrade. Thank you.
We have sent a bill to the client that had the rate changed to $0.00 incorrectly. We finalised with payments so it was completely covered by funds in trust. The payments were done as a bulk trust to office transfer. How can I unallocate the individual payment, amend the invoice and then re-allocate the payment against the new amount?
I’m trying to setup a automated task when a new file is put into a folder in a SharePoint document library into Smokeball using Zapier. The folder has the matter number as the name. I can get Zapier to identify the matter number but I am unable to to then match the matter number to the matter id, which is needed to upload the file.The Smokeball integration only allows me to a find contact but not a matter.Any ideas.
Smokeball Developers,Is there any plan to update the desktop app search functionality now that you have implemented pagination (as opposed to infinite scrolling)? Something about that update changed the search functionality such that it is unable to pick out a term from more than one field of data.By way of example, please see the following four employment discrimination matters:Internal Reference: 1234; Client: Walmart; Type: Employment Compliance and Investigation; Description: Bob Smith Internal Reference: 5678; Client: Walmart; Type: Employment Compliance and Investigation; Description: Jane Doe Internal Reference: 9123; Client: Target; Type: Employment Compliance and Investigation; Description: Bob Smith Internal Reference: 4567; Client: Target; Type: Employment Compliance and Investigation; Description: Jane DoeIn these examples, if I type “Walmart Bob Smith” into the desktop app search feature, I get zero matters as a result. If instead, I type “Bob Smith” into the desktop app s
Can I create new staff roles? The standard ones offered at my level are pretty limited.
Already have an account? Login
No account yet? Register
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.