Smokeball Release Notes

January 8, 2026

Invoice reminder title improvements

The title and subtitle on invoice reminders now match with the title and subtitle specified in the Invoice Settings of the matter, or the Invoice Template.

January 6, 2026

Auto-fill on names in Intake Forms

If a person’s contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.

Auto-fill on company contact details in Intake Forms

If a company's contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.

Contact Name column in the Intake tab of a matter/lead

We have added a column that displays the Contact the Intake Form was sent to, providing better visibility when forms have been sent to multiple parties.

Copy a group and section in the Intake Form builder

A Copy icon has been added to the top-right corner of a Group in the Intake Form builder.

A Copy icon has also been added to the Edit Sections area.

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January 8, 2026

Invoice reminder title improvements

The title and subtitle on invoice reminders now match with the title and subtitle specified in the Invoice Settings of the matter, or the Invoice Template.

January 6, 2026

The following updates are only available for Smokeball Boost firms with the Intake Add-on :

• Auto-fill on names in Intake Forms

  If a person’s contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.

• Auto-fill on company contact details in Intake Forms

  If a company's contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.

• Contact Name column in the Intake tab of a matter/lead

  We have added a column that displays the Contact the Intake Form was sent to, providing better visibility when forms have been sent to multiple parties.

• Copy a group and section in the Intake Form builder

  A Copy icon has been added to the top-right corner of a Group in the Intake Form builder.

• A Copy icon has also been added to the Edit Sections area.

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December 11, 2025

Pending payment improvements
We have made some changes to the behavior of pending payments/receipts to prevent overpayments from landing into the trust account.
In the Invoice screen:

• When there is a pending payment for the full amount of the invoice (i.e. it is within its clearance days period), the Add Payment, Pay By Credit Card, and Waive buttons will be disabled.
• When there is a pending payment for a partial amount of the invoice, the Waive button will be disabled, and the debtor can only pay the remaining balance of the invoice.
  When doing a Bulk Trust to Office transfer:
• Invoices with full pending payments will still appear but they cannot be selected for payment.
• Invoices with part pending receipts will show and allow for the remaining balance to be paid.

December 10, 2025

[Smokeball Boost] Updates to the New Outlook Integration
The following features are now available in New Outlook:

• Assign & Save to a Matter: Assign emails and attachments to a matter, auto-saving them in Smokeball.
• Tasks: View upcoming tasks and create new ones from an email.
• Smart Matched Matters: Suggested matters for quick filing.
• Dark Mode Support
• Archie Features (only available if your firm has the Archie add-on)
  • Email summaries
  • Draft With Archie
  • Rapid reply options

December 4, 2025

New Report - Historical Work in Progress Entries (Historical WIP)
This report shows all unbilled time, fee, and expense entries as at a specified date.

Columns in this report

Report Filters
The Run By filter selection The Subtotal By filter selection Expense Value Expense % (If you select Show Percentage = True) Hours Hours % (If you select Show Percentage = True) Fees Value Fees % (If you select Show Percentage = True) Total Value Total % (If you select Show Percentage = True)
As At This is the date filter Can only select one date No default value Includes the date selected in the results. E.g. selecting 31 Dec includes all results through to the end of day on 31 Dec. Run By Timekeeper (default) Originating Attorney Attorney Responsible Practice Area Matter Type Client Matter Billable? Subtotal By (default) Timekeeper Introducer Person Responsible Practice Area Matter Type Client Matter Billable? Show Percentage Options: True, False Default: False Include Non-Billable True False (default) Matter Status Multi-Select Default: All except Cancelled and Deleted Branch Multi-Select Default: Select All Save Filters as Firm Default? Default: No

Notes:

• This report includes time, fee, and expense entries dated before the selected date, where the corresponding invoice date is after the selected date or remains unbilled.

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New Report in the Smokeball Web App - Historical Work in Progress Entries (Historical WIP)

This report shows all unbilled time, fee, and expense entries as at a specified date.

Columns in this report

• The Run By filter selection
• The Subtotal By filter selection
• Expense Value
• Expense % (If you select Show Percentage = True)
• Hours
• Hours % (If you select Show Percentage = True)
• Fees Value
• Fees % (If you select Show Percentage = True)
• Total Value
• Total % (If you select Show Percentage = True)

Report Filters

• As At
  • This is the date filter
  • Can only select one date
  • No default value
  • Includes the date selected in the results. E.g. selecting 31 Dec includes all results through to the end of day on 31 Dec.
• Run By
  • Timekeeper (default)
  • Originating Attorney
  • Attorney Responsible
  • Practice Area
  • Matter Type
  • Client
  • Matter
  • Billable?
• Subtotal By
  • (default)
  • Timekeeper
  • Introducer
  • Person Responsible
  • Practice Area
  • Matter Type
  • Client
  • Matter
  • Billable?
• Show Percentage
  • Options: True, False
  • Default: False
• Include Non-Billable
  • True
  • False (default)
• Matter Status
  • Multi-Select
  • Default: All except Cancelled and Deleted
• Branch
  • Multi-Select
  • Default: Select All
• Save Filters as Firm Default?
  • Default: No

Notes

This report includes time, fee, and expense entries dated before the selected date, where the corresponding invoice date is after the selected date or remains unbilled.

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View all new features and refinements to Smokeball Grow and Prosper+ for this month.

November 6, 2025

New features

• You can now add multiple Persons Assisting and Originating Attorneys to a matter.
• You can now enable Split Origination Credits to divide matter payments equally or by percentage among multiple Originating Attorneys.

Refinements and Bug Fixes

• The Payment Amount field in the Payment component of Intake Forms can no longer be editable by the form respondent if a fixed amount was specified.

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View a running changelog of new features and refinements to Smokeball Bill and Boost for this month.

November 6, 2025

New features

[Smokeball Boost] You can now enable Split Origination Credits to divide matter payments equally or by percentage among multiple Originating Attorneys.

Refinements and Bug Fixes

• [Smokeball Boost + Intake Add-on] The Payment Amount field in the Payment component of Intake Forms can no longer be editable by the form respondent if a fixed amount was specified.

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Fine-tune how Archie AI responds with settings

• Tier: Boost, Grow, Prosper+
• Region: US, AU and GB

With Archie’s advanced settings, you can now control how it handles prompts and documents. Whether you’d like to try a different AI model or set preferences for how Archie approaches complex tasks, these settings are designed to deliver more relevant, thoughtful responses while prioritizing quality over speed when it matters.

See how: US | AU | GB

Customize Client Portal emails for a better client experience

• Tier: Boost, Grow, Prosper+
• Region: US, AU and GB

Customize the emails triggered when a client is first invited to the Client Portal or notified of a new message. Update the subject line and body to reflect your firm’s tone, add automation fields, and preview changes as you go.

See how: US | AU | GB

Mark multiple supplier payments as paid

• Tier: Grow, Prosper+
• Region: AU and GB

Streamline supplier payments across multiple matters. Select multiple disbursement (i.e., cost recovery) entries from the same supplier, choose a payment method, and mark them as paid in a single step. We’ll send one consolidated payment to Xero or MYOB to keep your records accurate and reduce manual effort.

See how: AU | GB

Send and sign documents in Smokeball Boost

• Tier: Boost
• Region: US

Smokeball Boost now integrates with InfoTrack’s eSignature solution, bringing built-in electronic signing to your matter workflows. Send documents for signing, track their progress, and automatically sync executed copies, without leaving Smokeball. Get started with InfoTrack’s InfoSign option at no extra cost.

See how: US

Edit your firm’s letterhead template directly in Microsoft Word

• Tier: Boost
• Region: US and AU

Edit your template to adjust the text, formatting, and layout, and insert fields that automatically populate with firm, matter, and addressee details. The template is used for every letter generated in Smokeball, keeping your letters consistent and professional.

See how: US | AU

Reminder: Two-factor authentication required soon. Set it up now.

• Tier: (not specified)
• Region: (not specified)

To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up.

We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption.

How to set up 2FA: US | A | U | GB

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From getting trusted answers to legal questions to tracking origination credit and generating easy-to-review transcripts, this month’s updates help you access key insights faster and highlight every team member’s role in each matter.

Introducing LawY: Answers to legal questions, backed by experts

Tier: Boost, Grow, Prosper+
Region: US, AU and GB
Research legal questions directly from Archie. Powered by our LawY integration, get AI-generated answers tailored to your jurisdiction and matter type, with the option to verify responses through qualified lawyers.
LawY is exclusively available through the Archie add-on.
Note: In the US, LawY is currently available for the following matter types including, Estate Planning, Probate and Estate administration, Family, Real Estate and Elder Law.
See how: US | AU | GB

Split and track origination credit

Tier: Boost, Grow, Prosper+
Region: US, AU and GB
You can now credit multiple originating attorneys (i.e., introducers) on a matter, set percentage allocations, and see those splits automatically reflected in your Income Allocation reports. This gives you a clear view of individual contributions to support how you recognize and reward new work.
See how: US | AU | GB

Accurate, easy-to-review transcripts with the Archie’s audio transcription app

Tier: Boost, Grow, Prosper+
Region: US, AU and GB
Make your calls and meetings easier to review, revisit and act on with the latest Archie App. Turn audio and video into accurate, detailed transcripts that you can search and ask questions about, complete with concise summaries that surface key points.
See how: US | AU | GB

See exactly who’s working on every lead and matter

Tier: Boost, Grow, Prosper+
Region: US, AU and GB
You can now add a Primary Person Assisting, along with multiple Other Person(s) Assisting, giving your firm clearer visibility into who’s involved and how work is shared across leads and matters. Use the Assigned Matters widget to filter by these roles and quickly see what each staff member is working on. You can also leverage these roles in workflows, ensuring tasks are assigned to the right people.

Reminder: Two-factor authentication required soon. Set it up now.

To help further protect your firm and client’s data, two-factor authentication (2FA) will soon be required to log in to Smokeball. 2FA adds an extra layer of security to prevent unauthorised access, and it only takes a few minutes to set up.
We recommend setting up 2FA as early as possible to strengthen account security and avoid any last-minute disruption.
How to set up 2FA: US | A | U | GB

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This month's Boost release contains the following new features and refinements.

New features

Letterhead Editor

You can now edit the contents of your letterhead from Smokeball Boost. To do this:

• 1. Select the Settings (gear) icon on the bottom-left corner of the Smokeball Web App, then select Firm Settings.
• 1. Select Documents from the left menu, then select Edit Letterhead. A new window will open in Word Online.
• 1. Select the Smokeball tab at the top of the screen in Word Online, then select Show Details.

The Smokeball Toolbar will open from the right-hand side of the screen.

To add fields to the letterhead:

• 1. Open the Smokeball Toolbar and expand one of the field options.
• 1. Place your cursor where you want the field to appear in the document.
• 1. Double-click the field name to insert it. You can also select Insert.

You can change the format of a field by:

• 1. Clicking on or into an inserted field and choosing the format from the right-hand panel.
• 1. Clicking the Format button and selecting the applicable formatting from the drop-down menu, before Inserting it.

Select Save Letterhead to save your changes.

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Pending receipts/payments and clearance days

You can now set up a specific number of working days where a trust receipt or invoice payment is held as pending in Smokeball until the funds clear in your bank account. Learn more about this feature in our clearance days article.

Refinements

• You can now bulk create invoices on the same matter for the same issue date.
• Added an Issue Date column to the Billed Fees & Expenses - Details Report.
• Clarified the wording around activating surcharging for Smokeball Payments.

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