Overview

Overview of LollyPayments

How to Sign Up for LollyLaw

Quick Start Guide

Can You Help Me Migrate My Data?

 

Manage Your Legal Team

How to Migrate Data from INSZoom

How to Migrate Data from LawLogix

How to Add Users

How to Disable Users

How to Change a User's Password

Manage User Permissions

How to Set a Firm Logo

Customizing a Case Type

How to Add Forms in LollyLaw

How to Use Search to Find Records

Client Bridge: Getting Started

Clearing Your Cache

Available Data Fields for Document Automation

How to Track Matter Progress

How to Set Custom Tags for Contacts

What Are Offices and Groups

What Does "Manage Users' Permissions" Do?

How to Close a Matter and Reconcile the Trust Account

How to Print a Timesheet

How to Bulk Reassign Tasks, Matters, and Reminders to Users

 

Set Up Features and Add Ons in Lolly

Document Storage and Cloud Sync

How to Reauthenticate Your Cloud Storage to LollyLaw

How to Install the Gmail Add On

How to Install the Outlook Add On

Troubleshooting the Gmail Add On

How to Save Emails and Attachments to LollyLaw

Calendars

Mail Log Features

Asset Tracker

Add LollyMessaging

How to Set Up Adobe Acrobat Reader as Default PDF Viewer

 

Perform Role as Attorney

How to Perform a Consultation

How to Add a Time Entry

How to Create a Contact

How to Create a Matter

Client Bridge: Getting Started

How to Enable Client Bridge

Managing Connections

How to Use Search Fields

How to Send a Questionnaire as a Direct Link

How to Add Forms in LollyLaw

How to Add New Form Editions to Custom Case Types

How to Use Reform

How to Fill Out Search Fields

How to Print Addendums

How to Attach Files to Emails

How to Event Types

How to Track Matter Progress

How to Close a Matter

 

Manage Your Clients’ Bills and Invoices

Quick Read: LollyPayments

How to Transfer Payment Data from LawPay to LollyPayments

How to Activate LollyPayments

Manage Bank Accounts in LollyPayments

How Long Until I Can Expect to Receive Funds through LollyPayments

How to Create a Trust Fund Request

How to Accept a Payment in Full via LollyPayments

How to Accept a Partial Payment from your Client via LollyPayments

Adding and Updating Payment Methods in LollyPayments

How to Bill for a Consultation

One-Step Consult Billing Using LollyPayments

Billing Overview

How to Bill for Additional Services

What are Bill Types

How to Generate an Invoice

How to Generate a Bill for a Flat Fee Matter

Flat Fee Billing

Hourly Trust Billing

Milestone Billing

How to Create an Automatic Payment Plan for a Client Invoice

How to Cancel a Payment Plan

How to Add Funds to a Trust Account

How to Add an Expense

How to Add a Payment to an Invoice

How to Apply a Payment to a Bill

How to Generate Expenses in Bulk

I Need to Create a Fee for Several Clients. What Do I Do?

How to Transfer Funds from Client Accounts

How Clients can Pay by Credit Card or ACH e-Check Using LollyPayments

How to Accept a Payment Outside of LollyPayments

Scan and Pay Option for Invoices

How to Print Payment Receipts

How to Refund a Client

How to Track a Monthly Payment Plan in LollyPayments

How to Review the Status of your Clients' Payments in Bulk

How to Pull Data in LollyPayments