Matters

Creating New Matters

How to Create a New Matter in LollyLaw

What is the Journal in a Contact or Matter Record?

Summary of the 'Journal' tab within a contact or matter record in LollyLaw

How to Create and Assign Activity Types

How to Create and Assign Activity Types in LollyLaw

How to Delete a Matter or Activity Record

How to Delete a Matter or Activity Record in LollyLaw

How to Set Custom Tags for Matters

How to Set Custom Tags for Matters in LollyLaw

How to Track Matter Progress

Tasks, Milestones and Workflows

How to Set a Case Status in a Matter Record

Summary of how to set a Case Status in a Matter Record in LollyLaw

Manage Reminders

Learn how to keep track of your reminders with ease.

Manage Tasks in a Matter

How to Create and Manage Journal Notes

How to Create and Manage Journal Notes in a Contact or Matter Record

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.

Customizing Case Types

There are several ways you can customize a case type to fit your unique workflow.