Welcome to LollyLaw’s quick start guide.
Our intuitive platform was built specifically for the needs and workflows of immigration law practitioners. Whether you’re managing contacts and client documents or tracking time and performing billing, LollyLaw ensures every aspect of your client's journey is handled with ease.
This article will outline five simple steps you can take to be successful on day one.
Updating your profile
Adding Firm Info and Branding
Configuring Your Account Information
Adding case types to your Library
Inviting users to your account
Updating your profile
Add some basic profile information to your account to save time when filling out forms later on.
Click on the avatar (i.e., person) icon in the left main navigation panel. A popup menu will appear. Choose Profile
Review and update any relevant information in the Profile tab
In the Representative Info tab, add your Representative Contact Information, Office Address, Court Standing, and Representative Information
In the Preferences and Theme tabs, you can set preferences for your account related to time zone, color themes, etc.
Press the Save button to keep changes
Adding Firm Info and Branding
By adding basic details about your firm (e.g., name, logo, address, etc.) to your account, you’ll be able to have this information auto-populate on your forms and document templates in LollyLaw.
To add your firm information:
Go to Settings > Account Information
Firm Logo: Click the upload box to add a firm logo
Firm Information: Set you business name and business address that will print to documents
Office / Group: Add and manage the list of firm offices or groups by adding or removing
Click the Save or Save Changes button
Configuring Your Account Information
Take a moment to look over the options available to you under Account Configuration. There are features and preferences that you can toggle you can turn on/off in order to inform how LollyLaw works for you and your staff. There are also lists of options (ex. case statuses) that can be customized to fit your firm's processes. If you have questions about any of these options, contact support@lollylaw.com.
The ‘Account Configuration’ options can be assessed through the ‘Settings’ tab in your navigation pane.
Adding Case Types to your Library
Your Library, accessible from the main navigation, is where you can create and store content for your account. When your account was created, it was pre-loaded with related case types based on the Area of Focus selected during onboarding. Case Types are pre-defined workflows and document sets that align to a particular case process, built to save you and your staff time when opening up a new matter.
You can use any of the existing case types in LollyLaw. They can be used out-of-the-box or be customized to fit your firm’s needs
To access these case types:
Expand the Library dropdown and click on Case Types
Search case types or browse the list
Click on Subscribe to enable the case template for use in your account.
Inviting users to your account
Once you've set up your LollyLaw account, you will need to invite the additional staff at your firm to set up their access. To add more users:
Go to Settings > User Management
Click the Add User button
Complete the user invitation, choosing a Security Group/Role to govern their access and permissions, then click Send Invite. The system will then send them an automated email inviting them to join your account
