Version 9.2 Release Notes

Version 9.2 of the Smokeball Desktop App contains the following new features and refinements.

New features & Refinements

• Create File Notes

• Record Time Worked v Billable

• Add Intake form link to a precedent
• Tagging for emails associated to a matter
• Clarification on Authenticator Apps when setting up 2FA

Create a File Note for a matter

File Notes (or Attendance Notes) can now be easily created from your matter screen.

Create a File Note by selecting the New Document button in the Matter Action Bar. File Notes will open in Word.

A default template is provided upon opening a new File Note. You can replace this template with your own by navigating to Smokeball Settings > Document Containers in the desktop app, and modifying the File Note container.

Upon saving the File Note, it can be accessed from the All Files section at the bottom panel of the matter.

Record Time Worked

In a Time/Fee entry, you can now record the time worked on a task separately to the time you are billing the client for it. This allows your firm to accurately identify total time worked and amount of time write downs.

Refinements

Add Intake Form Link to a Precedent

When modifying or editing a Precedent, you can now choose to add an Intake Form link. 

Tagging for emails associated with a matter

Emails that have been associated to a matter in Smokeball will now be tagged with the Smokeball Category in Outlook.

Learn more about this feature.

Further clarification on Authenticator apps when setting up 2FA

The process to set up 2FA now includes a message to "Click next if you already have an authenticator app installed on your smart phone" on the step to install an Authenticator app on your device.

If you require more information or assistance with Smokeball, please contact our support team