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This is a post to discuss AI Billing to continue conversation begun in the Zoom Meeting. Below is the language we use in our Illinois family law contracts:We use document automation with templates as well as AI legal research, review, and writing products. These items assist us in the performance of our legal work, but they are not a substitute for our professional judgment. We may charge you legal fees for work products generated using these technologies on a minimum value billing basis as contained in the list below. The listed rates establish a minimum value billing which Attorney will charge for each item described. In other words, you will be charged the stated minimum value of the work even if actual Attorney time spent is less than that amount. If the Attorney spends more time on an item than the minimum, then the Attorney may charge for that time. For drafting documents, the minimum stated is for the initial drafting of the document and does not include such items as informatio
Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?
Hi, is there a way to make appointments default to 1 hour instead of 30 minute time slots.Thank you,
Do you find it too easy to create duplicate contacts in Smokeball? Are you struggling to identify duplicates or find yourself putting the wrong contacts onto your Matters or Invoices because there are too many “versions” of the same contact? We want to hear from you! Smokeball is currently investigating methods of tidying up pre-existing duplicate contacts and ways of making it easier to prevent their creation in the first place. If you would like to discuss this topic with the Product team, please like this post or reach out to sam.king@smokeball.com and someone will be in touch with you. Thanks!
Is there a way to map a second client through either a Lead or Matter Form?We have created an updated Estate Planning Matter form that uses conditional logic to collect the spouse’s information, and we would like for it to be mapped to “Client 2” in the Matter so we don’t have to manually enter their information. Is this possible? Charles
Good morningWe were previously using Dropbox to share disclosure documents with other firms. Can we use Smokeball to do this now? If so, will the firm we are sharing the documents with have to have Smokeball installed as well?
Can I switch from here to my Smokeball account?
Is it possible to have the evergreen retainer feature on and apply to all NEW matters in a specific area of law without having to set it for each matter, individually?
When I go into Messages, if i even seem to hover my mouse arrow near the message, it will mark it as read and move it down below to the read section. Is there a way to either make the period of time longer before it gets marked as read or to turn that feature off?
Did I miss the ‘heads up’ that the EPOA form was changing? What a mess!
Does anyone know if a client receives any sort of confirmation or notification when they make a payment towards their payment plan? We were billing recently and decided not to send bills to clients on a payment plan who have no new activity, but then we were wondering when they would be receiving communications from us about their balance and what that communication would look like.
Is there a way to generate invoices for when a client has a balance due, but no new work is done? Besides using the “reminders” tab??
Our office created an Estates Dispute General Smokeball matter, and our client was initially both the sole Executor of the Estate and a beneficiary. She has now been removed as per Court orders and is now a just beneficiary. A new Executor has been appointed. We have changed the Matter details to reflect this, but now Smokeball seems to think the new Executor is our client. I am unsure how to edit our matter settings so that our client is correctly listed both as the beneficiary and as our client.
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