Advice and answers from the LollyLaw Team
Find step-by-step guides, troubleshooting tips, and feature explainers.
Administration and Settings
Administration and Settings
Tools and guidance for managing your firm’s LollyLaw environment. This section covers user access and permissions, firm settings, security controls, integrations, and system-level configuration to help administrators keep everything running smoothly and securely.
Articles
What to do When Staff Leaves
Steps to take to ensure a smooth transition of matters, tasks, and reminders during staff turnover.
Add/Suspend Users from your account
Invite new users and deactivate users
How to Enable the Client Bridge for a Contact
Turn on/off access to a given Contact
What is a Pending Matter?
Excel documents appear blank
Problem viewing barcodes on Mac
How to Use Document Automation
How to Setup Google Hangouts
How to View and Edit PDFs
For accurate viewing, open PDFs in Adobe Reader or Adobe Acrobat.
How to Track Matter Progress
Tasks, Milestones and Workflows
How to Record Expenses
What are Contact Types?
How to delete a record
Data integrity preserves important data, but deletes are still possible
Clearing Your Browser Cache
How to Use Activity Types
How to use contact search fields in web forms
Occasionally, you'll have the option to pull contact information from LollyLaw into a form section if the contact exits. Alternatively, if you search and the contact does not exits you create one.
Available Data Fields for Document Automation
Below is a complete list of all placeholder values currently supported by Document Automation.
How to Remove Alternate Emails from your Google Account
How to Close a Matter and Reconcile the Trust Account
How to Set Custom Tags
Add your own search tags
LollyMessaging Overview
How to send and schedule text messages, trigger notifications to clients, and more.
What are Offices/Groups
How to segment users and cases within an account
How to Migrate Data from INSZoom
Steps for exporting data and importing into LollyLaw
How to Migrate Data from LawLogix
Steps for exporting data and importing into LollyLaw
How to Migrate Date from Clio
Steps for exporting data and importing into LollyLaw
How to Migrate Date from MyCase
Steps for exporting data and importing into LollyLaw
How to Migrate Data from Docketwise
Steps for exporting data and importing into LollyLaw
How to Migrate Data from FileVine
Steps for exporting data and importing into LollyLaw
What is LollyLaw's Knowledge Base?
An introduction to Lolly Law's knowledge base, with access to our expansive library of help articles.
What is the Snapshot Page of a Contact Record?
Summary of the features available within the 'Snapshot' page of a contact record.
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.
Where to Find Consultations in LollyLaw
Identifying where to locate 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.
What is the Journal in a Contact or Matter Record?
Summary of the 'Journal' tab within a contact or matter record.
View Transactions within a Contact Record
See all Transactions related to a contact record and what options are available
What is the Checklist in the Client Bridge and How to Add Tasks to It?
How to Assign and Send Questionnaires to Clients through the Client Bridge
What is the Client Bridge
Overview of the Client Bridge in LollyLaw and the functionality and settings available.
How Your Clients Can View and Upload Files
Reviewing how to manage the cloud storage in the client bridge.
What is the 'Time and Expense' Tab in a Contact or Matter Record?
Reviewing the Time and Expense tab in Contact and Matter records
What is the 'Transactions' tab in a Matter Record?
What is the Billing page in a Matter Record?
Summary of the billing page within a matter record
What to Do If You Open Your Downloaded Form and It Appears Blank?
What to do if you've populated data into a form in LollyLaw, but it appears blank once downloaded.
What is LollyForms?
Summary of LollyForms and the functionality available.
What is the Drive Tab in a Matter Record?
Summary of the Drive tab within a matter record.
Zoom Integration
How to Manage the Zoom Integration in LollyLaw
How to Set a Firm Logo