View all new features and refinements to Smokeball Grow and Prosper+ for this month.
29th July 2026
Smokeball Intake has been updated with the following:
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A yellow indicator now appears next to form sections that contain unpublished changes.
- The blue Added, Edited and Removed tags indicating form changes now also apply to changes in section or group title.
- If a section has been removed, it will have a strike-through denoting this on the Sections left panel.Â
- Hovering over the Publish button shows where changes have been made and the count of changes in each section, so you can review and jump to them before publishing.
- The Client Message editors (form and firm level) now support the full set of text formats available in the form builder, instead of only bold, italic, underline and links.
- Message Templates drop-down menus now include Custom/Preferred field names as selectable options, so you can insert client-specific field labels when configuring a template.
- The leave-without-publishing warning now also appears when you exit a form with unpublished changes using the X in the top right, not only the back button.
The Messages/Client Portal feature has been updated with the following:
- Fixed an unread message badge appearing on the Messages tab when there were no unread conversations in the list.
- Fixed Add to Calendar/Update Calendar on iPhone, where the calendar file downloaded as .ics.txt and wouldn't open in the Calendar app. Event files now download correctly as .ics.
- Fixed removed files still showing their original filename instead of "file removed" in both the desktop app and Client Portal.
- Fixed an intermittent display issue where a removed participant's name briefly reappeared in the conversation info pop-up before disappearing.
- Fixed an unresponsive send button when sending or sharing a very large file from the Messages tab.
27th July 2026
The New Outlook Add-in has been updated with the following:
Rename and save emails and attachments to specific foldersÂ
Upon assigning an email to a matter, a separate window will open, allowing you to rename the email and its attachments and specify which folder they should save to.Â
Click on the email/attachment name to rename it. Then tick the attachments you would like to save to the matter.
Use the folder drop-down menu to search for and select a folder to save your email or attachment. To create a new sub-folder, select the + icon next to any folder.
New Settings for New Outlook
There are two new settings you can configure for New Outlook. Navigate to Smokeball Settings > Outlook and Notifications on the Desktop App.
- Prompt to review emails before saving to a matter allows the Add-in to prompt you to rename any email upon assigning it to a matter, even when they don't have attachments.Â
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Auto save emails and attachments to allows you to configure a specific folder location for the New Outlook Add-in to save emails and attachments to, saving time from manually having to choose the folder every time.Â
- Documents/” is pre-filled - add to it to set your location (for example, “Documents/Correspondence/Emails”)
- Use “/” to create a nested pathway. If a folder in the path doesn’t exist, it will be created automatically when the email is saved.
- Default folder location is restricted to 3 nested levels (e.g. Documents/Folder1/Folder2/Folder3).Â
- Auto-filed reply emails will always file into the default folder, not the current location of the parent email. If a user moves the parent email, the replies will still return to the specified default folder location.
Updated Matter Card View in the New Outlook toolbar
The matters that appear in the New Outlook side panel now include the following information:
- Icon to indicate if it’s a Lead or Matter
- Internal Reference/Matter Number
- Button to indicate if the email has been assigned to a matter or not
- Client Name/s:
- Individuals to display as
Last, First - Couples to display as
Last, First & First - Combinations of these to display as
Last, First | Last, FirstorLast, First & First | Last & First
- Individuals to display as
- Matter type
- Matter description
- Opened date
- Initials for Attorney Responsible/Person Assisting (Note: additional Person Assisting is not supported yet)
Hover over the info or expand the add-in panel to view the full text.
23rd July 2026
The Smokeball Web App has been updated with the following:
You can now add Other Side Attorneys and Other Contacts to a matter. These contacts will also sync back to the matter in the Smokeball Desktop App. Note that Other Contacts appear under Authorized Contacts in the Desktop App.
Other Side Attorneys can be added when creating a new matter:
Other Side Attorneys and Other Contacts can also be added when editing an existing matter:
Good to Know:
- Only roles that are enabled in the Desktop App Matter Details will appear in the Role drop-down of contacts in the Web App.
- If you type in the Role field of a contact on the Web App, it will be recorded as an Authorized Contact role and what you typed will be entered into the Edit Role & Legal Description field of the Desktop App.
- The Overview tab of the matter in the Web App will display Other Side Attorneys, but not Other Contacts. Other Contacts can only be viewed from the Edit Matter page in the Web App.
The following refinements are also now available in the Smokeball Web App:
- Billing reports now use each staff member's Initials Override if one has been set.
- Fixed an invoice rounding issue that occurred when a discount was applied.
- Fixed an issue with the Print Check feature not working on the Expense Details window.
2nd July 2026
The Smokeball add-in is now available on the Outlook Mobile App for Android devices.Â
Learn more about using the Smokeball add-in on the Outlook Mobile App.
July 1, 2026
Smokeball Intake has been updated with the following:
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You can now send form respondents to a web page of your choosing after they successfully submit an intake form, instead of only showing the thank-you message.
You can set up a redirect to a specific page for all of your firm's Intake Forms, with the option to override this on a form-by-form basis.
- Russian and Polish have been added as available translation languages for Intake Forms.