Overview
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 Change a User's Password
How to Use Search to Find Records
Client Bridge: Getting Started
Available Data Fields for Document Automation
How to Set Custom Tags for Contacts
What Does "Manage Users' Permissions" Do?
How to Close a Matter and Reconcile the Trust Account
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
How to Set Up Adobe Acrobat Reader as Default PDF Viewer
Perform Role as Attorney
Client Bridge: Getting Started
How to Send a Questionnaire as a Direct Link
How to Add New Form Editions to Custom Case Types
How to Add an Interpreter to LollyForms
Manage Your Clients’ Bills and Invoices
How to Transfer Payment Data from LawPay to 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
How to Bill for Additional Services
How to Generate a Bill for a Flat Fee Matter
How to Create an Automatic Payment Plan for a Client Invoice
How to Add Funds to a Trust Account
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 Track a Monthly Payment Plan in LollyPayments
How to Review the Status of your Clients' Payments in Bulk
How to Pull Data in LollyPayments