How to

Add a time entry

Track your time with ease using LollyLaw's time tracking features.

Searching for Contacts

Several contact fields are indexed to provide a fast and easy way to lookup any contact record.

Set Adobe Acrobat Reader as your Default PDF Viewer

By default, your browser will try to open files for you including PDFs. Follow these steps to change your default PDF viewer to Adobe.

Advanced Search Options

Advanced search options and best practices.

Create a Matter

Matters represent cases being handled by your firm. A matter record serves as a central hub for organizing tasks, parties involved, notes, and deadlines, ensuring streamlined case management.

Create a Contact

A contact record represents individuals or entities connected to your firm. Contact records help organize and manage key information for seamless interactions and form-filling automation.

Add Forms to a Matter

Instructions for adding forms to case types and matters

Sync Contacts Into LollyForms

Instructions on filling out forms and syncing data with Lolly Law.

Save Emails and Attachments to LollyLaw

Using either the Outlook or Gmail Add-ons for LollyLaw, it is easy to save entire conversations or a single email to the Journal.

Mail Log Tracking

Learn how to use the Mail Log to keep a record of all incoming and outgoing mail for contacts and matters.

Asset Tracker

Learn how to use the Asset Tracker features to create an item record, print a tracking label, and manage asset requests.

Bulk Reassign Tasks, Matters, and Reminders

Reassigning cases, tasks, or reminders to another team member has never been easier than with LollyLaw's Bulk Operation feature under Settings>User Management.

Re-Authenticate Your Cloud Storage to LollyLaw

Whether you set up a new source folder in your firm's cloud storage or you reset passwords, it's easy to resync your cloud storage provider to LollyLaw.

Add an Interpreter to LollyForms

You can use LollyLaw to add interpreters to forms quickly and easily.

Create and Manage Lists of Required Documents

Create comprehensive 'Required Documents' lists and assign them to your clients.

Log Receipt Notices from USCIS

Print an Account Statement

Learn how to print a detailed account statement listing the services provided, payments received, outstanding balance, and more.

Send a Text to Clients When Tasks are Complete

This article explains how to set up case types in LollyLaw so that SMS text messages are automatically sent out (for contacts who have LollyMessaging enabled) upon completing certain tasks for their matter.

Customize Client Bridge Portal Branding

Set branding and other preferences to change the look of your firm's Client Bridge login page.

Create and Manage Journal Notes

Outlining the three methods to save notes to a journal in a contact or matter record in LollyLaw.

Schedule a Consultation

Schedule a consultation in LollyLaw and link the event to your linked calendar system.

Track Expiry Dates

With LollyLaw's Expiry Date Tracking feature, staying on top of critical expiration dates for your clients' documents and statuses has never been easier.

Track Priority Dates

The Priority Date Tracking feature allows users to conveniently monitor the priority dates of their clients. By doing so, they can keep track of when their clients become eligible to file their green card applications based on any changes in the monthly visa bulletin charts published by the United States Citizenship and Immigration Services (USCIS). Essentially, this feature helps users stay up-to-date on their clients' green card application eligibility status.

Manage Tasks in a Matter

Apply Trust Funds to an Invoice

Depending on how you process billing, you may have clients paying into a trust account, where the funds will be held until they're ready to be used to pay invoices for services completed. In this article, we will demonstrate how to apply those funds from a trust to an invoice.

Add Funds to Matter’s Trust Account

Add a Manual Payment on an Invoice

Enable Cloud Storage Integration

This article provides a guide for integrating your Google Drive and Calendar with LollyLaw, detailing the steps to enable and authenticate the connection using your own G Suite account.

Populate the DS-160 and DS-260 Online with LollyLaw

Download the new LollyLaw Chrome Web Extension to facilitate the form-filling of the online DS-160 and DS-260 using LollyLaw.

Manage Reminders

Learn how to keep track of your reminders with ease.