Contacts are records that keep information about people or organizations. Contacts can be created for anyone at anytime and does not require that you sign a contract or open a case. After you create a contact, you can link it to your consultation, case or form, and it brings with it all the information you entered into the contact profile. Most importantly, when you add information to the profile, it can then be used in document automation and in form filling.
Create a Contact
Lolly helps manage information about Contacts, i.e., individuals/organizations, so that you can more easily do consultations, work on cases, and complete government forms.
To add a new contact:
Select [Actions] at the top left of your screen, and choose [Add Contact].
If the Contact record is for an Organization, then select “Organization” as the contact type. Otherwise, select "Person."
Complete the required fields and other desired information. Once done, select [Save Contact].
You will automatically be taken to the contact snapshot page, where you can see a high-level view of the contact details. Continue to fill out as much info about the contact as you want.
Note: You can return to this Contact record at any time by using the Search bar in the Contacts area.
Snapshot
Managing a contact in Lolly is simple. From a single page, you have a quick view of the important details like contact information, tasks assigned, and notes. This page is also where you will enable the Client Bridge portal and create records for the contact, such as consultations, payments, and matters.
Profile
LollyLaw specializes in collecting information about a contact. Within the profile page, you can select the available areas of law and the many relevant data points. These fields provide an organized and editable view of all data about a contact. These fields are meticulously mapped and bound to form sets, while many others are available to use in document automation.
To edit contact data:
Navigate to the [Profile] tab.
Make a selection from the "Focus" dropdown
Fill out and save information here, and it will be available throughout the system.
