Version 9.15 Release Notes

Version 9.15 of the Smokeball Desktop App contains the following new features and refinements.

New features

New contact card fields for AML compliance

To support the upcoming Anti-Money Laundering (AML) compliance requirements, we have added the following features to assist with record-keeping in Smokeball:

On the contact card

The VOI/Execution Options tab on contact cards has been reworked into the AML & VOI Details and the Execution Options tabs.

On the matter

The VOI status pill is now shown on all matter types, and has been renamed to AML & VOI. The Risk Assessment status is displayed next to the AML & VOI pill.

The Risk Assessment status also appears on the Contact Details Matter Widget.

On the Contacts List

The Risk Assessment column has been added as an optional column you can include in your Contacts View.

Learn more about the AML/CTF compliance changes.

InfoTrack AML Compliance Centre

A new AML button has been added to the left-hand panel on the main Smokeball Desktop App window. This button opens the new InfoTrack Compliance Centre.

The InfoTrack AML Compliance Centre is designed for your firm's designated AML compliance officer to quickly access a firm-level view of contact risk ratings for compliance purposes.

Note: The InfoTrack AML Compliance Centre is planned to be released to everyone on 20th March. However, if you attend an InfoTrack AML/CTF Roadshow before then, your firm will be granted exclusive early access!

New APIs for trust accounting

We have added API support to the following:

• Ability to create a Trust Payment request
• Ability to get a list of Trust Transactions for a matter
• Ability to get a list of Trust to Office transfers

Refinements

Workflows no longer trigger on closed matters

Fixed an issue where Workflows were automatically triggering when viewing a Closed matter for the first time (usually after a data migration).

Branch filter added to the Matter List

You can now filter your Matter List by Branch. 

Enable user license upon creating a new staff member

When adding a new user in Staff & User settings, you will be prompted to enable a license upon saving the user, if this has not already been done. 

If you would like to activate them on a later date, you can do so by selecting No on the prompt.

Improvements to Data Backup

The Smokeball Settings Data Backup tool to back up Matters and Contacts has been updated:

• Select Create Data Backup in the Matters & Contacts tab to generate a data backup of your Contacts, Matters and Matter Roles in a .CSV.

  

  

• You can now only access data backups from within the Data Backup section in Smokeball Settings. Previously, data backups were sent via email, which posed a security concern.
• Data Backups will expire 7 days after they are requested.