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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