Article suggestions
Remove user from account
All your questions about contacts answered.
Matters are the work space where you will do things like record note, add time entries and expenses, fill out forms, and tracking case progress.
Lolly helps manage information about Contacts, i.e. individuals / organizations, so that you can more easily do consultations, work on cases, and complete forms.
Installation instructions
How to create and manage calendars
Configure local machine to open Email links in GMail
The following are steps to install the email add-in (optional) to your inbox.
To access Lolly Law you'll first need to create a primary account. Follow the simple steps in this article.
Instructions for adding forms to case types and matters
Instructions on filling out forms and syncing data with Lolly Law.
Having issues? Try the following steps.
Instructions on setting up and using the SMS Messaging add-on so that users can text clients securely from within Lolly Law.
Using either the Outlook or Gmail Add-ons for Lolly Law, it is easy to save entire conversations or a single email
Enable this add-on to allow users to log and keep track of mailed items
How to enable and use the Asset Tracker features to create an item record, print a tracking label, and manage asset requests.
How to invite users to your account
Save Time and Reduce Data Entry By Linking Contacts and Copying Data
ReForm provides two (2) ways for printing an addendum to a form.
Sometimes you will want to share files in an email to someone from a case. There are several methods you can use to securely share files.
Whether your case was approved, denied, or simply consultative, you will close a matter the same way.
If a user is unable to remember their password and is having trouble resetting their own password, the account admins can update the user's password through Settings>User Management.
Send a URL to a single questionnaire that can be completed online without authentication
Reassigning cases, tasks, or reminders to another team member has never been easier than with LollyLaw's Bulk Operation feature under Settings>User Management.
Whether you set up a new source folder in your firm's cloud storage or you reset passwords for your cloud storage, it's easy to resync your cloud storage provider to LollyLaw.
You can use LollyLaw to add interpreters to forms quickly and easily.
Check the USCIS case status on receipt notices in LollyLaw with a single click!
Create comprehensive 'Required Documents' lists and add them to your clients' client Bridge Portal
Print a detailed account statement listing the services provided, payments received, outstanding balance, and more.
LollyLaw has a few areas to log receipt notices from USCIS and even check status with a click of a button.
Two-factor authentication (2FA) adds an additional layer of security to your account.
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 turned on) upon completing certain tasks for their matter.
LollyLaw makes it easy for users to manage their events, tasks, and time entries in bulk, across their caseload or across the firm. Users can filter by time period, users, contact records, and more!
Set branding and other preferences to change the look of your firm's Client Bridge login page.
Outlining the three methods to save notes to a journal in a contact or matter record in LollyLaw.
How to filter through journal entries in LollyLaw to quickly locate specific entries.
A summary of how to tag other users, where you can tag users, and what happens once you have tagged a user.
Steps to take to ensure a smooth transition of matters, tasks, and reminders during staff turnover.
With LollyLaw, users can set their own timezones for their user accounts, making working in distributed teams even easier.
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.
Schedule a consultation in LollyLaw and link the event to your linked calendar system.
With LollyLaw's Expiry Date Tracking feature, staying on top of critical expiration dates for your clients' documents and statuses has never been easier.
How to log into your LollyLaw account using your username and password, as well as how to get back into your account if you ever forget your password or have trouble.
Overview of the search bar and its search functionality
Reviewing how to quickly add a new contact record in LollyLaw.
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.
How to download forms from LollyLaw and view them as PDF
When the USCIS releases a new version of a form, LollyLaw will help you update your forms to the latest versions available.
Add funding sources to matter records to keep track of funding from grants, organizations, and more.
It's easy to log a phone call with detailed notes in LollyLaw.