Contacts

Creating New Contacts

How to create new Contact records in LollyLaw.

Managing Existing Contacts

How to manage and edit existing Contacts in LollyLaw

What is the Profile of a Contact Record?

Summary of the data fields available within the 'Profile' of a Contact Record, and how to properly utilize those data fields.

Searching for Contacts

How to search for contacts in LollyLaw.

How Schedule a Consultation

Schedule a consultation in LollyLaw and link the event to your linked calendar system.

Viewing and Managing Consultations

Viewing and managing consultation entries that have been saved in LollyLaw.

What is the Drive Tab in a Contact Record?

Overview of the 'Documents' tab within a contact record and how to use it to access your office's cloud storage.

How to Add Custom Tags to a Contact

How to Set Custom Tags for Contacts in LollyLaw