How to Manage Access to the Client Bridge

Turn on/off access to a given Contact

What is a Pending Matter?

What are Contact Types?

How to delete something

Excel documents appear blank

Problem viewing barcodes on Mac

How to Use Activity Types

Clearing Your Browser Cache

Available Data Fields for Document Automation

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 Remove Alternate Emails from your Google Account

How to Track Matter Progress

How to Record Expenses

How to Set Custom Tags

Add your own search tags

How to Close a Matter and Reconcile the Trust Account

What does 'Can Manage Users' Permission do?

Granting or Revoking access to Manage Users

Lolly Messaging Overview

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

What are Offices/Groups

How to segment users and cases within an account

How to Set a Firm Logo