Overview
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 Change a User's Password
What Does Manage Users Permission Do
Document Storage and Cloud Sync
How to Bulk Reassign Tasks, Matters, and Reminders to a User
Set Up Features and Add Ons in Lolly
Document Storage and Cloud Sync
How to Re-Authenticate Cloud Storage to LollyLaw
How to Install the Outlook Add On
Trouble Shooting the Gmail Add On
How to Save Email Attachments to LollyLaw
How to Setup Adobe Acrobat Reader As Your PDF Viewer
Available Data Fields for Document Automation
How to Set Custom Tags for Contacts
Manage Billing, Invoicing, and LollyPayments Settings
How to Transfer Payment Data from LawPay to 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 Initial 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
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 Track Monthly Payment Plans in LollyPayments