The Client Portal in Smokeball contains a bot that sends the following automated messages internally:
Any message you receive from Smokeball Bot will be visible to any members of the conversation it is sent to.
Firm Insights Weekly Link
Every Monday, users with firm owner permissions will be sent a link to the Profitability dashboards found in Firm Insights, which is a powerful report to help firm owners keep track of how their business is going.
- In any business, it is not always easy to remember to step away from the day-to-day and take the time to review the bigger picture or it becomes something on the “To Do” list that often never gets done.
- This message is a useful reminder to take a look at how your matters are tracked via Autotime and Activity Tracking versus what has been billed and collected for those matters, timekeepers, or practice areas.
- The message will be sent as a conversation with any firm owners on Monday morning.
- Just below the message, there will be a link labelled "Don't show me this anymore." Clicking on this link will unsubscribe the firm owner from the automated weekly Firm Insights message.
- Firm owners can subscribe to the weekly Firm Insights message by clicking on the link labelled "Click here to start receiving them again."
- Learn more about Firm Insights and Profitability Reporting.
Remind Me Reminders
After you have set your reminders in the Client Portal, your reminder will come at the scheduled reminder time as a direct message in the Client Portal from Smokeball Bot.
- It is important to be able to create action items or reminders if any messages or files need more attention at a later time.
- The Client Portal includes a Remind Me feature where you can remind yourself outside of creating a task to review the message.