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.

How to Use Activity Types

How to delete a record

Data integrity preserves important data, but deletes are still possible

How to Track Matter Progress

Tasks, Milestones and Workflows

What is a Pending Matter?

Manage Reminders

Learn how to keep track of your reminders with ease.

Manage Tasks in a Matter

Create and Manage Journal Notes

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

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.