Version 9.16 of the Smokeball Desktop App contains the following new features and refinements.
New Features
A fix to prevent duplicate emails from being saved to a matter
When multiple staff save the same email to the same matter, the email will be saved one time, preventing duplication of emails that clutter the documents list.
An email is flagged as a duplicate if all three of the following conditions are true:
- The email has already been saved to the same matter
- The email is stored in the same folder within that matter
- The email has the same file name
If it does not meet all these conditions, it will continue to be saved to the matter.
Save and duplicate option when creating time/fee/expense entries
You can now quickly duplicate a time, fee or expense entry when you need to record the same or very similar work on another matter.
Note: The Save & Duplicate action is not available for Timers, Grouped Time Entries, editing the Time/Fee/Expense on the right-hand-side panel, or Archie/AutoTime-generated entries.
Firm override of timekeeper classifications
You can now set a firm-wide default for the timekeeper classification code format used in LEDES billing files. The code can be between 2-6 characters, and can be overridden at the matter level if needed.
Access the timekeeper classifications setting from Smokeball Settings > Time & Billing > UTBMS Billing:
Matter override of LEDES Client ID
You can now override the LEDES Client ID on a per-matter basis in the Smokeball Desktop App. This allows you to specify a unique Client ID for each matter when generating LEDES billing files, rather than relying on a single Client ID for a client's matters.
This option can be found under the Matter Info > Billing tab in a matter:
Note: The override applies only to the current matter and is reflected in the generated LEDES file.
Refinements
New Outlook Integration - send emails directly from Word
You can now compose and send emails (with documents such as body text, Word or PDF attachments) to New Outlook when clicking on the Send button in Microsoft Word.
Sortable columns in Time & Fees and Expenses tabs
You can now sort the Matter Number, Matter, Billable and Billed columns of the Time & Fees and Expenses tabs.