Smokeball Grow and Prosper+ Releases March 2026

View all new features and refinements to Smokeball Grow and Prosper+ for this month.

20 March, 2026

We have added permissions to Invoices and Firm Settings to the Smokeball Web App:

Invoice Permissions

You can now set individual staff permissions on accessing invoices.

The access options are Full Access, Read Only and No Access:

Full Access: No change to permissions. Users retain full ability to:

• Create, edit, finalise, and delete invoices
• Apply, edit, and reverse payments
• Manage payment plans
• Use all bulk and quick actions

Read Only: Users can view invoice information, but cannot create or modify invoices or payments.

• On the Finalised invoice screen, Read Only users can Email, Download, View Payment Detail and view history. They can also view the Entries and Payments tabs. All other buttons are visible but disabled (not clickable).
• On the Draft Invoice screen, Read Only users can only view the draft preview, close the invoice, or link the invoice to a matter. All other actions are disabled.
• On the Payment Details screen, the Delete and Reverse actions are removed.
• On the main Invoices screen, the Add Payment and Bulk Actions buttons are disabled. The Create Invoices and Trust to Office tabs are also disabled. On the Reminders tab, the Bulk Actions button is disabled.
• On Matter > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
• On Matter > Time & Fees and Matter > Disbursements, Create Invoice is disabled.
• On Contact > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
• On Contact > Payment Plans, Add Payment, Edit Plan and Close Plan are disabled. Create New Plan is also disabled.
• The Payments option is not selectable under the Quick Add menu on the top-right corner of the Smokeball Web App.

No Access: Users cannot access invoices or related billing data, even if they see related tabs or links.

The following areas show the tab/section, but users with No Access cannot select or open them:

• Main Invoices screen
• Matter > Invoices
• Contact > Invoices
• Accounts > Invoice Ledger
• Accounts > Client Communications
• Matter > Transactions > Invoice Ledger
• Matter > Transactions > Client Communications
• Contacts > Ledger > Invoice Ledger
• Main Contacts screen > Payment Plans
• Contacts > Payment Plans
• Matter Overview
  • Invoicing tile is removed
  • Users will see the “surface” in some cases (e.g., tab labels) but will not be able to interact with them.

The following areas will display a "You do not have permission to access this area" message if the user tries to navigate to any invoice-related page from:

• Time & Fees (main page and via the matter)
• Disbursements (main page and via the matter)
• Descriptions and ledger lines that link to Trust Account, Operating Account and the Credit Memo Ledger
• Split Billing invoices

Other restrictions include:

• Unbilled and Due columns are removed from the matter list.
• Unbilled, Unpaid and Overdue amounts are hidden from the balance summary at the top of matters.
• Unpaid and Overdue amounts are hidden from Contacts.

Firm Settings Permissions

You can now restrict a user from accessing Firm Settings on the Web App, regardless of their permissions on the Smokeball Desktop App.

19 March, 2026

The Timer feature has been added to the Smokeball Mobile App.

Learn more about the timer and how it works.

18 March, 2026

You can now display your Intake Forms in another language via the Settings in the Intake Form builder. Additionally, you can edit the automatic translation if needed. 

Learn more about enabling multiple languages on an Intake Form.

17 March, 2026

Version 9.15 of the Smokeball Desktop App is now available to all users. Version 9.15 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.

Learn more about the AML/CTF compliance changes.

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.

On Precedents

New AML fields are available for Person and Organisation type contact cards. 

On Reports

The new AML Report allows you to run a report on clients with VOI data or clients without VOI data. The report columns include:

• Matter Type
• Matter Number
• Full Name
• Email
• VOI Date
• VOI Expiry Date
• Age
• Status
• Risk Assessment
• Client Due Diligence Type
• PEP Status
• PEP Financial Sanctions Status
• Source of Wealth
• Source of Wealth Description
• Source of Funds

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.

Notable Bug Fixes

• Fixed a bug where some matter activity was not recorded if the matter was opened for the first time or the matter type was changed.
• Fixed a bug where the Billing and Conveyancing Critical Dates widgets erroneously appeared in Lead files.
• Fixed a bug where after a Staff Role was re-assigned on a Matter, the new assignee was not notified of the assignment.
• Fixed a bug where the Confirm Workflow window did not appear when opening a lead or matter for the first time.
• Fixed a bug where Asks were not appearing in the correct order when generating a document.
• Fixed a bug where matter layout windows appeared blank upon opening.
• Resolved the error "Some files were not saved to the matter" when assigning emails to matter.
• Fixed an issue with saving Documents and Excel spreadsheets.

16 March, 2026

We have released the following updates to legal content:

New South Wales

The NSW Law Society has released the 2026 Edition of the Contract for the Sale and Purchase of Land and discontinued sales of the 2022 Edition on 13 March 2026.

In line with this update:

• The "Contract for the Sale and Purchase of Land 2026 Edition (Pages 1–4)" has been added to our Precedent Library.
• The "Contract for the Sale and Purchase of Land 2022 Edition (Pages 1–4)" has been deleted from the following locations in our Precedent Library:
  • Court & Authority Forms > Conveyancing Forms
  • Shortcut in Conveyancing (NSW) > Sale > Contract folder
  • Shortcut in Conveyancing (NSW) > Transfer

No changes have been made to the Cooling Off Notice in our Precedent Library as it already aligns with the latest version.

If you still require access to the 2022 Edition, you can access it in Court & Authority Forms/Conveyancing Forms.

Victoria

The Property category is now available in Victoria, which contains the following lead and matter type:

• Property General (Matter Type)
• Property (Lead Type)

The Enduring Power of Attorney (VIC) form is now available as a Word document. 

5 March, 2026

We have made the following refinements in the Smokeball Web App:

• The Invoices List now contains filters for Timekeeper and Introducer.
• The Introducer filter now appears on the following sections:
  • Create Invoices
  • Trust to Office
  • Reminders
• A new Save & Duplicate button is now available when recording time/fees/disbursements. This does not apply to timers, grouped time entries, right-hand-panel editing, or AutoTime-generated time entry links and Archie buttons.
• Restored the Income Allocation - Details report with a GST Collected column.
• Updated the Income Allocation - Summary report: 
  • The GST Collected column has been restored when Timekeeper is selected in the Run By or Subtotal By column.
  • Invoice Number is now an option in the Run By and Subtotal By filters. This aggregates values on the report by Invoice.