Featured articles

• Available Data Fields for Document Automation
• Setup Adobe Reader as Your Default PDF Viewer
• Lolly Quick Start Guide
• Overview of Version 2
• How to enable Lolly Messaging (SMS)
• Lolly Messaging Overview

Getting Started

• Lolly Quick Start Guide
• Customizing Case Types
• Add a Contact
• How to use Search to find records
• Client Bridge - Getting Started
• Manage User Permissions
• Overview of Version 2

How to

• How to manage users
• How to Suspend/Disable a User
• How to perform a consultation
• How to Print a Timesheet
• How to Add New Form Editions to Custom Case Types
• Contacts 101
• Create a Matter
• Create a Contact
• View all articles in “How to”

Frequently asked questions

• Troubleshooting for Google Apps
• Can you help me migrate my data?
• Setup Adobe Reader as Your Default PDF Viewer

General Information

• How to Manage Access to the Client Bridge
• What is a Pending Matter?
• What are Contact Types?
• How to delete something
• Excel documents appear blank
• Problem viewing barcodes on Mac
• How to Use Activity Types
• Clearing Your Browser Cache
• View all articles in “General Information”

Billing

• Milestone Billing
• How to add a time entry
• How to Add Funds to a Trust Account
• How to Record an Expense
• Generate a Bill/Invoice
• Pay a bill/invoice
• Billing Overview
• Flat Fee (Traditional) Billing
• View all articles in “Billing”

ETO

• Link and Sync Contacts to ETO
• Submit an application
• ETO Integration FAQs
• IRC Tracking Log
• IRC Aggregate Report

Archived

• How to schedule a consultation
• How do I sync with Google
• How to keep notes
• How to view a past consult
• Client Bridge - Managing Access to Other Contact Data
• How to use contact search fields in forms
• How to enter holding payments
• How to set "Secondary Status"
• View all articles in “Archived”