Overview of the dashboard, layout, resources, and widgets available within LollyLaw.
Reviewing how to quickly add a new contact record in LollyLaw.
Depending on how you process billing, you may have clients paying into a trust account, where the funds will be held until they're ready to be used to pay invoices for services completed. In this article, we will demonstrate how to apply those funds from a trust to an invoice.
How to download forms from LollyLaw and view them as PDF
Turn on/off access to a given Contact
How to log into your LollyLaw account using your username and password, as well as how to get back into your account if you ever forget your password or have trouble.
LollyLaw makes it easy for users to manage their events, tasks, and time entries in bulk, across their caseload or across the firm. Users can filter by time period, users, contact records, and more!
Schedule a consultation in LollyLaw and link the event to your linked calendar system.
By default, your browser will try to open files for you including PDFs. Follow these steps to change your default PDF viewer to Adobe.
Set branding and other preferences to change the look of your firm's Client Bridge login page.
When the USCIS releases a new version of a form, LollyLaw will help you update your forms to the latest versions available.
Instructions on filling out forms and syncing data with Lolly Law.
Overview of the search bar and its search functionality
Reviewing how to manage the cloud storage in the client bridge.
Summary of a contact record in LollyLaw and how to view contact records.
Summary of LollyForms and the functionality available.
An introduction to Lolly Law's knowledge base, with access to our expansive library of help articles.