Overview of LollyLaw

How to Sign Up for LollyLaw

Quick Start Guide


Set Up LollyLaw for Departments and Teams

Can you Help Me Migrate My Data

How to Migrate Data from INSZoom

How to Migrate Data from Lawlogix

How to Add Users

How to Disable A User

How to Change a User's Password

Manage User Permissions

What Does Manage Users Permission Do

Document Storage and Cloud Sync

How to Set a Firm Logo

What Are Offices and Groups

How to Print a Timesheet

How to Bulk Reassign Tasks, Matters, and Reminders to a User

Why Can't I Delete A Matter


Set Up Features and Add Ons in Lolly

Document Storage and Cloud Sync

How to Re-Authenticate Cloud Storage to LollyLaw

How to Install Gmail Add On

How to Install the Outlook Add On

Trouble Shooting the Gmail Add On

Customizing Case types

How to Add Forms in LollyLaw

How to Save Email Attachments to LollyLaw

How to Sync Calendars

Mail Log Features

How to Use Asset Tracker

How to Add LollyMessaging

Lolly Messaging Features

How to Setup Adobe Acrobat Reader As Your PDF Viewer

Available Data Fields for Document Automation

How to Set Custom Tags for Contacts

How to Use Event Types


Manage Billing, Invoicing, and LollyPayments Settings

Billing Overview

What are Bill Types

Quick Read: LollyPayments

How to Transfer Payment Data from LawPay to LollyPayments

How to Activate LollyPayments

Manage Bank Accounts in LollyPayments

How Can I Expect to Receive Funds Through LollyPayments

How to Create A Trust Request In LollyPayments

How to Accept 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 Consultation Billing Using LollyPayments

How to Bill for Additional Services using LollyPayments

How to Generate an Invoice

How to Generate Initial 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

Creating a Fee for Multiple Clients

How to Transfer Funds from Client Accounts

How Clients Can Pay By Credit Card or ACH e-Check Payment 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 Monthly Payment Plans in LollyPayments

How to Review the Status of Your Clients Payments in Bulk

How to Pull Data in LollyPayments