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Featured articles
6 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
LawPay
8 articles
How to Activate the LawPay Integration
How to Request Trust Retainers using LawPay
How to Process a Payment using LawPay
How to Email an Invoice using LawPay
How to Schedule a Payment using LawPay
How to View Scheduled LawPay Payments
How to Update the Credit Card on File
How to Issue a Refund using LawPay
Getting Started
7 articles
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
29 articles
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
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Frequently asked questions
3 articles
Troubleshooting for Google Apps
Can you help me migrate my data?
Setup Adobe Reader as Your Default PDF Viewer
General Information
26 articles
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
How to use contact search fields in forms
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Billing
18 articles
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
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ETO
6 articles
Link and Sync Contacts to ETO
Submit an application
ETO Integration FAQs
IRC Tracking Log
IRC Aggregate Report
How to "Bundle" an Application Submission (ETO)
LollyPayments
14 articles
LollyPayments FAQs
How long until I can expect to receive the funds through LollyPayments?
How to Activate LollyPayments
Manage Bank Accounts in LollyPayments
How to Create a Trust Request in LollyPayments
Adding and Updating Payment Methods in LollyPayments
How to Accept a Payment in Full via LollyPayments
How to Accept a Partial Payment from your Client via LollyPayments
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