Client Communication

How Your Clients Can View and Upload Files

Reviewing how to manage the cloud storage in the client bridge.

What is the Client Bridge

Overview of the Client Bridge in LollyLaw and the functionality and settings available.

What is the Checklist in the Client Bridge and How to Add Tasks to It?

LollyMessaging Overview

How to send and schedule text messages, trigger notifications to clients, and more.

How to Enable the Client Bridge for a Contact

Turn on/off access to a given Contact

Customize Client Bridge Portal Branding

Set branding and other preferences to change the look of your firm's Client Bridge login page.

Send a Text to Clients When Tasks are Complete

This article explains how to set up case types in LollyLaw so that SMS text messages are automatically sent out (for contacts who have LollyMessaging enabled) upon completing certain tasks for their matter.

Create and Manage Lists of Required Documents

Create comprehensive 'Required Documents' lists and assign them to your clients.

Save Emails and Attachments to LollyLaw

Using either the Outlook or Gmail Add-ons for LollyLaw, it is easy to save entire conversations or a single email to the Journal.

Assign and Send Questionnaires to Clients through the Client Bridge

Learn how to assign questionnaires with ease.

Client Bridge - Getting Started

How to enable and set up the Client Bridge