With LollyMessaging, your firm can text clients and leads directly from LollyLaw — no personal cell phones, no reimbursements, no workarounds. All text messages are stored in your account, visible to you no matter which employee uses them, and organized within the LollyMessaging feature.
Texting made simple. Professional communication made easy.
How do I enable LollyMessaging?
Email our team at support@lollylaw.com to learn more.
Messaging Featured Areas
Once you enable the Messaging add-on, there will be several new elements in the UI that you will notice:
1. Main Toolbar Messages Alarm
When you enable the Messages add-on, there will be a new icon in the top navigation bar next to tasks and notifications. When a new message is received, a charm will ring, and the icon will light up. You can click the icon to quickly jump to the Messages page.
2. Messages Dashboard
Select Messages from the side navigation to open the main LollyMessaging dashboard.
Here, you can:
Manage phone numbers
View usage metrics
Search chats and view conversations
Manage messaging templates
Composing Messages
Messages are organized by most recent activity. From any thread, you can send and receive texts, use templates, insert placeholder tags, and schedule messages.
3. Open Messages from a Contact Record
Use the Messages button to see all messages sent and received to a Contact. You'll also see which user wrote the message to the client and the timestamp.
5. Client Bridge Text Notification Options
When using the Client Bridge and Messaging, you'll notice additional options for sending automatic text messages when requesting files, sharing a questionnaire, and when assigning a new task. Simply check off the options to enable this feature.
6. Automatically Trigger a Text When Creating an Event
With Messaging enabled, you'll be able to automatically send an SMS text reminder to one or more recipients and even schedule multiple reminders to your client days, hours, or minutes before the event.
7. Automatically Trigger a Text When a Task is Completed
With Messaging enabled, you can choose to have a text message template sent to your client when a task is completed. Be sure to create a custom message template first by going to the main Messages dashboard.
