Overview
Supporting Your Legal Team
How to Change a User's Password
Document Storage and Cloud Sync
How to Use Search to Find Records
Client Bridge: Getting Started
Available Data Fields for Document Automation
How to Set Custom Tags for Contacts
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
Troubleshooting the Gmail Add On
How to Save Emails and Attachments to LollyLaw
Setup Adobe Acrobat Reader as Your Default PDF Viewer
Perform Role as Paralegal
Client Bridge: Getting Started
How to Enable the Client Bridge
How to Send a Questionnaire as a Direct Link
How to Add New Form Editions to Custom Case Types
How to Fill Out Form Search Fields
How to Add an Interpreter in LollyForms
Manage Your Clients’ Bills and Invoices
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
How to Bill for Additional Services
How to Generate an 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 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