Client Communication
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