Welcome to the Lolly Law quick start guide.
Lolly Law helps streamline your client intake, screen with questionnaires, and helps to manage client on-boarding. You'll add or import contacts to your account, and then use Lolly Law to manage scheduling of consultations, assigning intakes, opening matters, and more. Then you can use reports to see the overall activity of your firm.
This article will outline four simple steps you can take to be successful on day one.
- Add users to your account
- Add your firm branding
- Customize your case types
- Import or add contacts
1. Add users to your account
Once you've created a Lolly Law account, you will need to invite the other users and setup their access. To add more users:
- From Settings, click User Management
- Press the "Add User" button
Complete the user invitation and press "Send Invite."
- That person will be sent an email inviting them to join your account.
Note: Once the user has activated their invitation, you will receive an initial charge at a prorated amount (days left in the month).
2. Add your firm branding
Customize the information displayed inside the account is easy. Your firm information will flow onto forms and document templates. You will need to add your firm information and upload a logo.
- To add your firm information and upload a logo:
- From Settings, click on "Account Information"
- Click to add a firm logo
- Set you business name and business address that will print to documents
- Click "Save"
3. Subscribe to Case Types
When your account was created, depending on the "Area of Focus" chosen during on-boarding, your account will come pre-loaded with related case types. These case templates can be used as-is or customized to your liking. You will need to review and add any additional case templates to your account before they will be accessible to users. More case types can always be added later.
- From Library, click on "Case Types"
- Search case types or browse the list
- Click on "Subscribe" to enable the case template for your account.
Note: By subscribing to the case type, you will automatically get updates and fixes as laws change.