The Journal tab within a contact or matter is a centralized, searchable hub of all case interactions and activity history. It serves as a living record that lets your team consistently log updates, track interactions, and maintain a clear history of completed work.
This article will cover how to view and manage journal entries in your LollyLaw account.
Using the Journal
As mentioned above, the Journal helps your team maintain a clear, searchable history of activity across contacts and matters. As users create case interactions and activities, they will populate a living timeline within the specific contact or matter record journal they are assigned to.
Below are the Record Entry Types that populate in the Journal. If you would like to learn more about any of these, click their link below to be taken to their relevant help article.
Accessing the Journal
The Journal can be accessed through a tab within a Contact or Matter record:
Select the Contacts or Matters tab on the left side of your screen.
Click the hyperlinked Contact or Matter name to open the record you would like to add a note to. You can also filter and search for a specific Contact or Matter in the search bar at the top of the page.
Once in the Contact or Matter record, click the Journal tab.
If the Contact or Matter record Journal is empty, click the Add Time Entry button or Add Note button to start a new entry.
Managing Journal Entries
To manage Journal Entries:
Once a journal entry is created, you will see it populate in the Journal tab within a Contact or Matter Record. Each entry within the Journal is organized by date entered.
From this view, users can Add New Notes, Print the journal entry list, Reverse Order the entries, and switch the Journal Entries to a Table view.
With each Contact or Matter Journal having more entries added over time, users can filter the Journal Entry list to find specific entries.
To search and filter for Journal Entries:
Select the Controls button
A Journal Controls drawer will open. Sort and filter journal entries by Created Date/Time, Record Types, Activity Type, Interaction Type, ‘Created By’ User, Date From, and Date To.
Once the filters are set, click the Apply button to see the journal entries that match the filter parameters within the related Contact or Matter.
If you need additional assistance, contact our support team at support@lollylaw.com.