In LollyLaw, users can record time worked and expenses for a client’s case (called a matter). Because multiple people often work on the same case, firms usually want someone to review this work before charging the client.
For that reason, the system requires time and expense entries to be reviewed and approved before they affect a client’s balance. An administrator or billing user must create and approve a bill (also called an invoice) before charges are applied to the client’s account.
Tracking Time & Expenses
Any user can record time on a client’s matter.
Only matters set to “Hourly” billing will charge time to the client.
For Flat Fee or other billing types:
Time is still tracked for internal records.
The billed amount for time is reduced to $0.
Firms can still see how much time was spent on the case.
This allows firms to track effort even when clients are not billed by the hour.
Review and Approve Time & Expenses
Billing reviews are done by an administrator or billing clerk.
You can review time and expenses in two places:
Billing → Charges for Processing, or
The Billing tab inside a specific matter
In Charges for Processing:
You’ll see time and expense entries for all clients and matters
Entries are grouped by client, then by matter
Charges can be approved:
One at a time, or
In bulk using checkboxes
Tip:
Selecting the checkbox next to a matter automatically selects all charges under that matter.
Important:
If you approve charges for multiple matters at once, a separate invoice is created for each matter.
Create and Approve a Bill (Invoice)
When you create an invoice, a window opens where you can:
Set the issue date
Set the due date
Apply credits (if any)
Invoices are first created as Drafts:
Draft invoices do not affect the client’s balance
Drafts can be deleted
This allows staff to prepare invoices before final approval
To charge the client:
The invoice must be marked Approved
If the creator has approval rights, they can choose “Automatically approve invoice” when creating it
Apply Payment from Trust
If a client has money in their trust account, you can use those funds to pay an invoice.
Select Apply Funds from Trust
Lolly checks how much money is available
The system creates transaction records automatically for accounting
You can also:
Select multiple invoices
Apply trust funds in bulk
Lolly checks each client’s trust account separately
When trust funds are applied:
The client’s trust balance decreases
The invoice outstanding balance decreases
A transaction record shows money moving into your firm’s operating account (or another selected account)