Overview on LollyLaw

How Do I sign Up for LollyLaw

Quick Start Guide


Supporting Your Legal Team

How to Add Users

How to Disable Users

How to Change a User's Password

Document Storage and Cloud Sync

How to Set a Firm's Logo

Customizing Case Types

How to Add Forms in LollyLaw

How to Use Search to Find Records

Client Bridge: Getting Started

Clear Your Browser Cache

Available Data Fields for Document Automation

How to Track Matter Progress

How to Set Custom Tags for Contacts

What are Offices and Groups?

How to Close a Matter and Reconcile the Trust Account


Set Up Features and Add Ons in Lolly

Document Storage and Cloud Sync

How to Re-Authenticate Your Cloud Storage to LollyLaw

How to Install Gmail Add On

How to Install Outlook Add On

Troubleshooting the Gmail Add On

How to Save Emails and Attachments to LollyLaw


Mail Log Features

Asset Tracker

Add LollyMessaging

Setup Adobe Acrobat Reader as Your Default PDF Viewer


Perform Role as Paralegal

How to Add a Time Entry

Create a Contact

Create a Matter

Client Bridge: Getting Started

How to Enable the 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 Form Search Fields

How to Add an Interpreter in LollyForms

How to Print Addendums

How to Attach Files to Emails

How to Use Event Types

How to Track Matter Progress

How to Close a Matter


Manage Your Clients’ Bills and Invoices

Quick Read: LollyPayments

How to Activate LollyPayments

How to Create a Trust Request in LollyPayments

How to Accept a Payment in Full via LollyPayments

How to Accept 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 an 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 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 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