Use the memos feature to store quick notes on matters. Memos are useful for keeping notes from call logs, matter logs, discovery, or any action that occurs in a matter.
If you want to bill for any time spent in memos, time is automatically tracked through Activity Tracking. You can choose to include Memos as billable or non-billable entries when enabling and setting up AutoTime.
You can record memos in both the Smokeball desktop app and web app.
Memos and their contents are searchable from the Smokeball search bar in both the desktop and web app.
Using Memos in the Smokeball Desktop App
- Open a matter in Smokeball, then select Memo from the Matter tab.
- A blank memo will open in a new window.
Enter a title for your memo, then type your notes in the body text.
- Change the date of the memo by picking a date from the calendar icon next to your initials:
- Quickly add a timestamp to the body text by selecting the calendar with a plus sign next to the font picker:
- Change the date of the memo by picking a date from the calendar icon next to your initials:
- Select Save once done. After saving, you can close the memo window.
Create a quick memo
To create a quick memo without having to open a specific matter, in the Smokeball home screen, select Memo from the Smokeball tab. This is handy when you need to take notes as fast as possible and don’t have time to navigate to the correct matter.
If you create a memo this way, you must click the Browse button at the bottom of the memo window and select the matter it's related to before Smokeball allows you to save the memo.
Note: You can have multiple quick memos open at the same time.
View all created memos
To view all memos related to a matter, select the Memos tab in the matter.
In this view, you can also create additional memos and make edits to existing memos.
Using Memos in the Smokeball Web App
- Select the Memos tab in your matter.
- Select the New Memo button and start typing your memo in the text field.
To delete a memo, select the X icon next to it.
Select Show Deleted Memos to view all deleted memos.
Restore a deleted memo by selecting the circular arrow icon.
Important Note regarding character limitations
Memos support a maximum of 10,000 characters per memo.
If you reach the maximum character limit, the memo text box will appear with a red border around it and a warning message will be displayed in the top right corner of the memo.
In the bottom right corner of the memo, the Save button will also be greyed out, not allowing you to click it and have your memo be saved.
Keep an eye on this limit indication since leaving or closing the memo without saving it will lead to lost work.