Smokeball FAQs

The January 2017 Smokeball Version Release contains several feature refinements and improves usability and performance. If you have questions about this release, please contact your Account Manager or the Smokeball Helpdesk by submitting a ticket to [email protected] or calling (855) 688-3207.

Personal Injury Matter Type Revision

Smokeball has released a new personal injury matter type allowing you to track damages, liens, and settlement calculations. Please contact your Account Manager for more information.

Matter Bar in Outlook Appointments

You can now associate Outlook calendar appointment to matters in Smokeball, similar to the toolbar that exists in Outlook emails.

Additional Refinements and Fixes

Fixed issue with ok button being cut-off when selecting an attachment on an email to save to Smokeball in the select a matter window

Matter search refined to use and instead of or when enter multiple terms.

Fixed tags not saving in contact details within a matter

Fixed Daily digest events showing 1 day late in certain conditions

Fixed ability to select OK due to pop-up screen size

Fixed issues with Calendar sync loop in certain conditions

Completed tasks to display a maximum of 100 tasks.

Fixed issue with emails being saved to draft when Saving the editing time to an email is causing it to always save in Drafts even if the user doesn't want to save it

Fixed assignment of an Outlook email to a matter causing issues with send

Fixed Property Details display issue

Fixed ability to automate 'Matter Info - Today' field when using formatting options

Fixed envelope button in Word displaying incorrect information

Fixed Task comments syncing issues under certain conditions

Added client/other party data and grouping to the new matter list

Fixed issue with Smokeball trying to connect with a closing Word process and then failing to open document

Fixed issues to allow full export of multiple documents

Fixed issues with recurring appointments in a series duplicating when calendar sync is turned on

Fixed "Former Staff" from being visible in Closing details when creating events

Activity Intelligence to show former staff information

Added matter tagging data to the new matter list

The August 2016 Smokeball Version Release contains several feature refinements and improves the usability and performance of the Matter List. If you have questions about this release, please contact your Account Manager or the Smokeball Helpdesk by submitting a ticket to [email protected] or calling (855) 688-3207.

Matter List Optimization

The Smokeball Matter List has been optimized to compile more efficiently and effectively. This optimization can be seen on the Smokeball Main Matter screen, Smokeball Outlook Toolbar, and Smokeball Word Toolbar.

Export Tasks and Workflows

You can now export Tasks and Workflows to a CSV file allowing users to view and print the CSV file.

Ability to View Deleted Calendar events

The Smokeball Calendar now has the capability to display deleted calendar events. Just right click in your Smokeball Calendar and select Show Deleted. To hide the deleted calendar events, right click in your Smokeball Calendar and select Hide Deleted.

Refinements Completed

Calendar will sync when Outlook is closed

Staff boxes on the Smokeball Calendar will shrink to accommodate multiple staff members

Select a Matter window appears when saving from an Excel document to Smokeball via the Smokeball Save As button

Excel documents may be saved in the Form/Letter Library

Smokeball Envelopes button allows you to create an envelope regardless of whether the address is highlighted or automated

Former Staff Members no longer appear when sending an email

Incorrect staff initials on documents issue fixed

State defaults to the state of the firm, not Illinois, when creating or changing a Matter Configuration, Matter, or Workflow

Daily Digest and Calendar Sync settings buttons becoming un-checked issue fixed

When scanning, the Scan process will now automatically close after scanning has been completed

Upgraded document search processor to handle all file types

Added Registration Number & Authority fields to Advanced Person layout

Smokeball Outlook Toolbar optimized to autocomplete Matter lookup functionality

On August 13, 2016, we will move the matter types listed below to the Guardianship matter category from the Probate & Estate Administration category. Matters that you have created in the past will automatically move to the new category. If you have any questions, please do not hesitate to contact your Account Manager or Technical Support at 855-668-3207 or [email protected].

State

Matter Type

New Category

Old Category

All

Guardianship of a Disabled Person

Guardianship

Probate & Estate Administration

All

Guardianship of a Minor

Guardianship

Probate & Estate Administration

CT

Conservatorship - Appointment

Guardianship

Probate & Estate Administration

CO

Protective Proceeding Adult

Guardianship

Probate & Estate Administration

CO

Protective Proceeding Minor

Guardianship

Probate & Estate Administration

WI

Conservatorship

Guardianship

Probate & Estate Administration

The Late June 2016 Smokeball Version Release features tremendous improvements to the stability and performance of Smokeball, Word and Outlook, along with bug fixes and refinements. If you have questions about any of the additions, please contact the helpdesk by submitting a ticket to [email protected] or calling (855) 688-3207.

Stability and Performance

The Smokeball Development team has spent the last few weeks dedicated to providing the most stable and best performing version of Smokeball ever released.

Refinements Completed

General: Client Full Name (eg [First Name] [Last Name]) is now shown in the matter title, browse matter panel, events, tasks and email tagging panels in Smokeball.

General: Add Website field on Organization advanced contact screen underneath the email field

General: Motor vehicle accident injury claim won't show case details description in matter details screen even if there's data

General: File import process shows a new progress window for each depth level of folder. At the end of an import any documents which failed to import will be listed for your action.

Calendar: When adding and then closing an event prompt to save when hitting x to close

Calendar: Add "Are you sure you want to delete this event" confirmation when deleting a calendar event from the calendar, daily digest or matter view.

Scanner: Support TWAIN drivers / scanners. This allows you to use the more powerful scan software / interface that comes with your scanner.

Outlook: Select attachments screen doesn't display files if the matter hasn't been opened

Clio Sync: International Phone Numbers now integrate correctly between Smokeball and Clio

Reports: The Statute of Limitations Report is now sorted by the statute of limitations date

Content: Matter Description did not always automate correctly. This has been resolved.

The June 2016 Smokeball Version Release includes features improvements to the existing Word and Outlook add-ins, EasySoft Integration, plus bug fixes and refinements. If you have questions about any of the additions please contact your Account Manager or submit a ticket to the Smokeball Helpdesk at [email protected].

EasySoft Integration:

Smokeball now has an integration with EasySoft to feature the Closing Disclosure Form, The HUD and and HUD-1A. For more information please contact your Account Manager or submit a ticket to [email protected].

Word and Outlook Add-In Update:

The Smokeball Word and Outlook Add-ins that you have come to use every day have been updated to improve performance, speed and stability. You will still having all of the same functionality you have grown accustomed to, but with better performance.

Refinements:

Workflow: Add Red Line Date to IL Workers Compensation Critical Dates options

Add Website field on Organization advanced contact screen underneath the email field

Copy to Folder... for multiple items

Smokeball Calendar - Ability to show/hide 'Former Staff'

Add option to Group by Attorney Column to main matter list

File Upload - Increase max file size to 250mb

Unable to replace references when opening a doc (not when in modify mode)

Smokeball Settings are slow to open - fixed

Matter Types not loading on first login - fixed

Containers - Version history not showing user

When a workflow task is based on the completion of another task it should not make that tasks date mandatory when applying a workflow to a matter

McHenry needs to have a capital H for the City

Full Text Search: Searching a word that uses an apostrophe does not work

Mobile App Version Release

The June 2016 Smokeball Mobile App Version Release has new features as well as many refinements. If you have questions about any of the additions please contact your Account Manager or submit a ticket to the Smokeball Helpdesk at [email protected].

Month, Day and Schedule Calendar Views:

The Smokeball Mobile App now has Month, Day and Schedule Calendar views to suit all of your calendaring needs.

Text Messaging:

The Smokeball Mobile App now hasthe ability to send text messages to the contacts that are already entered into Smokeball.

Call Logging

When calling a contact, a call-logging screen will now be present, allowing you to enter in the call duration and create a follow up task once the call is complete

Refinements:

Fixed Document Date Format

Fixed calendar events loaded overlapping text

Valid phone numbers in task details will now be highlighted allowing you to call/text

Calendar view settings and the selected staff calendar is now persisted

Fixed a bug with documents not appearing for some matters

iPhone and iPad screen orientation is now fixed

New Additions:

Daily Digest Pane

Interested in today's tasks, events, or messages? Use the new Daily Digest Pane. This is now located on the right side of the Matter Area.

http://academy.smokeball.com

Tasks & Workflow

Wecan'tadd extra hours to your day, but we can help you to use the ones you have more efficiently. Task & Workflow centralizes your firms to-do lists and action items, so you can spend less time planning what to do and more time actually doing it. This course will show you how to use Smokeballs Task & Workflow to work smarter and faster.

Check out the academy for new details:

Phone Messages

Need to take a message? Use our Messagearea. Click Message in the Actionbar to take all the details.

Bug Fixes:

Automation:addedPerson/DeathPlaceCounty

Outlook:Email Subject error fixed

Tags:No longer getting duplicated in Matter Configuration

New Additions:

PDF Documents

Need to edit a PDF that already exists on your matter? Now, when you open the PDF from the matter if you have made edits, just make sure you click save in Adobe or whatever application is used to edit your PDFs. We have supported most of the common PDF editing applications.

You can then close the document, as a Version will be saved to your matter.

Online URL Publishing

Your firm can nowpublish documents to a stored URL. To do this, add URLs into theMatter Configuration. Then select the document you wish to file and choosePublish Online > Link. This will pull on the website you will want to publish your file to. When browsing for the file location, clickCtrl + V to paste the location into Windows Explorer. This makes it more convenient to publish your files directly online in just a few simple steps!

Matter Details

Want to add in additional descriptions per matter? You now have the ability to insert your own Matter Descriptions with the ability to over-ride your notes. This feature is located within each matter in Matter Details.

Feature Refinements:

Main Matter Screen: Changed Matter Number column to Internal Reference.

Matter Types: Added an RE Line and Matter Description field for Admin Authorization and Easement matter types.

Import: Changed to a split button between Files and Folders. Primary is files; secondary is folders.

RE Line: Created Internal Reference RE line field.

Bug Fixes:

Matter Types: Changing matter types causes Matter Title to resolve incorrectly for other side.

Emails: Saving to a file even though it was disassociated.

Import: Matter files are not refreshing after being imported.

Firm Details: Firm Details not sticking during the Installation process.

Reporting: Staff names appearing multiple times on the reporting filter.