Consultations Within a Contact Record
Consultations can be created and found under a contact record. Below, I have my contact record for Isabel opened. Under the 'Snapshot' tab in the 'Consultations' card, I can view every consultation Isabel has had.
Clicking on one of the consultations will open the consultation in a popup window. Here, users can view the consultation details along with the consultation notes.
Attorneys can save the consultation notes directly in the note box, draft a separate client facing note, attach a word document with their notes, or use the microphone button to speak their notes and allow LollyLaw to transcribe them into the text box.
Once consultations entries have been saved to the system, they can always be found in the consultation card within the contact record.
Consultations Report
By going to Reports>Consultations, users can pull a list of all consultations that have been saved in LollyLaw. Users can also use the filtering option to filter by a specific time period or contact record.
That is how to locate a consultation within LollyLaw. If you still have questions, you can view the related help articles, our video series shown at the top of this article, or reach out to our support team, support@lollylaw.com, and we will be happy to help.