Version 9.8 Release Notes

Version 9.8 of Smokeball includes several exciting new features and refinements.

New Features

Client Portal tooltips

We have added user interface icons and tooltips throughout the Smokeball web app that allow you to learn more about Client Portal features.

Refinements

Changes to automatic assignment of Person Responsible on leads and matters

We have updated the way Smokeball assigns the Person Responsible for new leads and matters.

• If your firm has only one staff member, that person will automatically be set as Person Responsible.
• If your firm has multiple staff members, Person Responsible will be left blank by default, to be assigned manually.

Renaming Letter/Fax to Letter

In the Matter Action Bar, the New Document > Letter/Fax option has been renamed to New Document > Letter.

Changes to default document containers

We have made the following changes to our default document containers:

• The Letter document container has been updated with Firm Name, Person Responsible's signature, Formal Name and Role in the sign off.
• The Letter, No Footer document container is now called Letter, No Sign Off to better reflect the purpose of this document container. 
  
• The Letter, Letter, No Sign Off, and Blank document containers have been updated to remove the Fax automation field.
• Added a new Email document container. This is a template only, which will be available when creating a document within the matter (i.e. this is not a template that will be used in the Outlook integration).
  

Right-click to convert automation fields to plain text

You can now right-click an automation field in a letter or precedent and select Convert field to text, which will turn the contents in that automation field into plain text.

Zapier integration improvements

We have introduced several improvements to our integration with Zapier, including:

• New workflow automation actions
• Stability refinements

Improvements to inviting new staff members

We have added a message that informs users who click on an expired link to join Smokeball that the link has expired. The message provides the user with a instructions and a link to contact their administrator. 

Bug Fixes

• Resolved an issue where users could not save reports in the built-in web browser.
• Resolved an issue where PDFs created from images saved to a matter did not correctly generate.
• Resolved an issue where some data featured incorrect timestamps due to a server disruption.
• Resolved an issue where users could not open a Word document from Smokeball if Word was already open.
• Resolved an issue where imported workflows did not include associated tasks.