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10 articles tagged as “client bridge”:

Client Bridge - Getting Started

How to enable and set up the Client Bridge

Published in: Getting Started
How to Assign and Send Questionnaires to Clients through the Client Bridge

Published in: General Information
How to Create Custom 'Required Documents' Lists and Assign Lists to the Client Bridge

Create comprehensive 'Required Documents' lists and add them to your clients' client Bridge Portal

Published in: How to
How to Enable the Client Bridge for a Contact

Turn on/off access to a given Contact

Published in: General Information
How to send a questionnaire as a direct link

Send a URL to a single questionnaire that can be completed online without authentication

Published in: How to
How to Set Up the Branding for Your Firm's Client Bridge

Set branding and other preferences to change the look of your firm's Client Bridge login page.

Published in: How to
How Your Clients Can View and Upload Files

Reviewing how to manage the cloud storage in the client bridge.

Published in: General Information
What is the Checklist in the Client Bridge and How to Add Tasks to It?

Published in: General Information
What is the Client Bridge

Overview of the Client Bridge in LollyLaw and the functionality and settings available.

Published in: General Information
What to Do If Your Client Does Not Have Access to A Computer and Is Unable to Make Payment Online

Sometimes your client may not have access to a computer or might not know how to make payments online to processing a bill you have sent them. LollyPayments can help in situations like this.

Published in: LollyPayments

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