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Turn on/off access to a given Contact
Data integrity preserves important data, but deletes are still possible
Occasionally, you'll have the option to pull contact information from Lolly Law into a form section if the contact exits. Alternatively, if you search and the contact does not exits you create one.
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Tasks, Milestones and Workflows
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Granting or Revoking access to Manage Users
How to use send text messages, schedule, and trigger notifications to clients.
How to segment users and cases within an account
How to manage files and folders in Lolly
Steps for exporting data and importing into LollyLaw
Steps for exporting data and importing into LollyLaw
Steps for exporting data and importing into LollyLaw
Steps for exporting data and importing into LollyLaw
Steps for exporting data and importing into LollyLaw
Steps for exporting data and importing into LollyLaw
Overview of the dashboard, layout, resources, and widgets available within LollyLaw.
An introduction to Lolly Law's knowledge base, with access to our expansive library of help articles.
Summary of the features available within the 'Snapshot' page of a contact record.
Identifying where to locate consultation entries that have been saved in LollyLaw.
Summary of the data fields available within the 'Profile' of a Contact Record, and how to properly utilize those data fields.
Overview of the 'Documents' tab within a contact record and how to use it to access your office's cloud storage.
Summary of the 'Journal' tab within a contact or matter record.
Overview of the 'Transactions' tab within a Contact Record and the functionality available to users.
Overview of the Client Bridge in LollyLaw and the functionality and settings available.
Reviewing how to manage the cloud storage in the client bridge.
Reviewing the Time and Expense tab in Contact and Matter records
Summary of the 'Billing' tab within a matter record
Summary of LollyForms and the functionality available.
What to do if you've populated data into a form in LollyLaw, but it appears blank once downloaded.
Summary of the 'Documents' tab within a matter record.