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

Occasionally, you'll have the option to pull contact information from Lolly Law into a form section if the contact exits. Alternatively, if you search and the contact does not exits you create one.

How to enter holding payments

How to set "Secondary Status"

How to enter a non-billable expense (withdraw from holding account)

How to enter a ‘Holding’ payment

Milestone Billing

How to search for a contact

Phone log and other correspondence

How to Manage Contacts

How to Fix Google Drive "Cannot access folder"

How to Manage User Permissions

How to Create a Custom Case Type

How To Use Template Files in Library

What does Edit/Delete Task Note Permission do?

How to grant access to edit/delete task notes