Lolly helps manage information about Contacts, i.e. individuals / organizations, so that you can more easily do consultations, work on cases, and complete forms.
Reviewing how to quickly add a new contact record in LollyLaw.
Outlining the three methods to save notes to a journal in a contact or matter record in LollyLaw.
Summary of a contact record in LollyLaw and how to view contact records.
Overview of the 'Documents' tab within a contact record and how to use it to access your office's cloud storage.
Summary of the 'Journal' tab within a contact or matter record.
Summary of the data fields available within the 'Profile' of a Contact Record, and how to properly utilize those data fields.
Summary of the features available within the 'Snapshot' page of a contact record.