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PecomanContributor

I am new to Smokeball. I have Ringcentral as my telephone provider. I can get Ringcentral to record phone calls. I was told either Ringcentral or Smokeball could transcribe the recording and put it in the correct matter file. But I am having a lot of difficulty figuring out how to do this.Anyone conquer this challenge?Ross

769

1 day ago

MJLawContributor

General Q&A

Uploading file from smokeball for efiling

I am trying to do an electronic filing through my local register of deeds online filing platform, simplifile. How do I upload the deed that I created in smokeball? The document is saved in smokeball rather than on my computer server. When I go to upload the document I only have access to my computer server. I also tried to drag the file and I get the prompt that the file is not a supported file type even though it is a PDF.

2 days ago

AmyfromPAContributor

General Q&A

Word Save to Smokeball rarely works

Nobody in our office can get the Save to Smokeball feature to work. It rarely works, so I have been doing the “print to Smokeball” and that always works. The problem is that it is turns it all into a PDF when I sometimes want it to be a Word document. Anyone find a solution for this? Smokeball tech has “fixed” this problem with saving before but it always a very short term solution and back to not working in no time.

130

3 days ago

Michelle JenkynsSmokeball Team

General Q&A

Product Research: Automate your Client Onboarding Process

Hi!I am currently researching ways that we can help to simplify your client onboarding process through automation. If you are interested in providing some insight to this area and helping to define a solution I would love if you could help by completing the below survey. Survey: Automating the Client Onboarding Process Additionally, if you would prefer to arrange a meeting to discuss please feel free to email me directly at michelle.jenkyns@smokeball.com.au and we can arrange a time that works for you. Looking forward to your valuable insights!

110

3 days ago

JG3Frequent Scribe

General Q&A

Retiring Automatic Invoice Saving to Document folder - not good

@adeleh As we’ve been warned, effective July 15 invoices won’t be automatically saved to the documents folder. There may be valid reasons for this change, sort-of explained in techie double-speak in the product update below. Well, this will definitely be an issue, as most of our firm doesn’t have SB Billing access. It’s new job security for us on the billing end of the house, as we’ll be continually badgered to download and share invoices for any number of reasons and/or asked if client X was sent and paid for A, B, or C invoice, fee, or expense. In the meantime, a band-aid approach would be to do what we’ve requested for a long time now: add a simple “paid’ entry in the billing widget as requested below. If provided, paralegals could know, at a glance, if our flat fee services were paid so they can start working on the file. We ask that this get to the top of the pile.Yes, we realize that there are so many updates and upgrades to do, but we nonetheless appreciate the considerat

281

4 days ago

PecomanContributor

General Q&A

Banking and Smokeball

Just wondering if anyone has an online bank they can recommend that works well with Smokeball.

5 days ago

adelehSmokeball Team

June Product updateNew in product

Manage Conflict-of-interest risks Tier Grow and Prosper+Region US, AU and UK To help your firm stay compliant with conflict-of-interest protocols, Smokeball now gives you greater control over matter access.With this update, firm owners will be able to restrict access to matters from other firm owners. It’s an easy way to safeguard confidentiality and reduce risk, especially in matters involving opposing parties or related clients. 🔒 Available from version 9.8 onwards.See how: AU | US | UK Payment requisitions - a smarter, more secure way to manage trust and client account payments. Tier Grow and Prosper+Region US, AU and UK Staff can now request payments without direct posting access, giving firm owners full control while keeping work moving. Built-in approvals let nominated users (like bookkeepers or practice managers) review requests to ensure compliance. Every approval is recorded on the payment detail PDF, creating a clear audit trail and peace of mind.See how: AU | US | U

430

8 days ago

AMC AmandaContributor

General Q&A

Bulk client statements for all invoices and payments

How can you send statements to all of your clients at the end of the month. We have over 250 active clients that require a statement at the end of the month. To go in to every matter is not feasible. I need to send statements for multiple reasons, the main one though is to let the clients know how much interest is being charged on their overdue accounts. Especially for those clients who we no longer act for. I have tried the work around for this of adding a disbursement called interest charge for $0.00 so it calculates on the full outstanding value however the system will not finalise a $0.00 invoice.

753

15 days ago

Roy CliftonCommunity Manager

US Updates & News

Upcoming Smokeball Maintenance June 21 - June 22, 2025

Hello Folks,We wanted to make sure we gave a quick heads up!Smokeball will undergo maintenance from 11pm on Saturday, June 21 to 2am on Sunday, June 22 (CST). All Smokeball services will be impacted during this time. Thank you!

140

17 days ago

FunkytownFrequent Scribe

General Q&A

Backing up my calendar and task list

I’d like to print or save a PDF of my calendar and my task list on a weekly basis. Does anyone else keep a hard copy as a backup? Is there a good report or export option that could do both in one shot?

333

18 days ago

MJLawContributor

General Q&A

Uploading file from smokeball for efiling

2 days ago

AmyfromPAContributor

General Q&A

Word Save to Smokeball rarely works

130

3 days ago

JG3Frequent Scribe

General Q&A

Retiring Automatic Invoice Saving to Document folder - not good

281

4 days ago

PecomanContributor

General Q&A

Banking and Smokeball

Just wondering if anyone has an online bank they can recommend that works well with Smokeball.

5 days ago

AMC AmandaContributor

General Q&A

Bulk client statements for all invoices and payments

753

15 days ago

Ben ArandaContributor

General Q&A

Starting with Smokeball and Outlook

All:Just started with Smokeball and was looking for an article or method to “sync” outlook with Matters.Can anyone provide any direction or information?Thanks….Ben

241

18 days ago

BenHallLawContributor

General Q&A

Invoices not generating

Is anyone else having an issue of invoices not generating and them getting hung up? Or when you try to go through billing and a white screen loads? This has been happening on numerous computers and with multiple users. Restarts, logouts, clearing cache--doesn’t work.

141

1 month ago

StevenWContributor

General Q&A

Signatures in Archie-generated emails?

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.

333

1 month ago

marianne rankinContributor

General Q&A

ADD LINK option in the Send Message to: window

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?

293

1 month ago

LLPContributor

General Q&A

How to enter other party's assets in Application for Consent Orders

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.

1 month ago

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