Lolly Law
Lolly Law

Sure, solutions exists to help you manage your business, but there is only one low-cost immigration specific solution that uses tools you already know and love like Google Drive™ and Calendar™.

Become a Fan


Don't miss out on the latest free video trainings and events. Subscribe and be a part of our growing community.

Tags


Todd is founder and visual product designer at Lolly Law, the only full-suite solution for immigration attorneys. He is a certified UX designer and full-stack javascript developer with 10+ years building and supporting case management solutions. You can find him on LinkedIn at https://www.linkedin.com/in/uxnatural

Twitter


"Hello Twitter! #myfirstTweet"

New Account Setup

Todd LevesqueTodd Levesque

Contents

Note: You must be an Administrator to perform the steps described here.

Inviting Users

So you’re ready to start working in Lolly Law.  One of the first steps you’ll need to do is invite users to your account.

How to invite a user

  1. Sign in to Lolly using your Administrator account
  2. Go to Settings
  3. Click on Manage Users
  4. Enter the user’s email address and press Submit
  5. After the new user accepts the invitation, they will have a standard account with access to Contacts, Matters, and the Schedule. You can modify their role and permission settings under Settings -> Manage User section.

How a user accepts an invitation

  1. Open the email with subject resembling Lolly Law Invitation.
  2. After reviewing the Terms of Service, click on the link contained in the email. You will be redirected to the landing page.
  3. A Google permissions popup will appear asking to link your account.
  4. If you encounter an error, contact your Administrator to receive a new invitation.

Entering Your Firm’s Information

Setting up your firm’s information will provide the system with important details for document automation for things like invoices, form filling, branding, and reporting.

How to Edit Account Information

  1. Go to Settings 
  2. Click on Account Info
  3. Click on any of the blocks to perform a quick edit
OR
  1. Click on the Action Menu and select Edit Account Info
  2. Fill out information in the form and press Submit

Adding a Payment Method

After your trial period has ended you will be prompted to enter payment information.  Users will not be able to access Lolly Law if valid payment information is missing.

PaymentMethod

Your account will be charged on a pro-rated basis when opening your account or when adding a new user later on. Your subscription will be charged on the first of every month from then on.  There is no obligation and you can cancel any time.

Adding Contacts

If you plan on migrating from an existing solution, you can use the Import method under settings or contact support@lollylaw.com for migration support services.

Lolly helps manage information about Contacts, i.e. individuals / organizations, so that you can more easily do consultations, work on cases, and complete government forms.

add-contact-gif

To add a new contact

  1. Go to Contacts
  2. Click on the Action Menu
  3. Select Add New Contact
  4. Enter the contact name and press Submit.
  5. Fill out as many details as you need and press Save.

 

Todd is founder and visual product designer at Lolly Law, the only full-suite solution for immigration attorneys. He is a certified UX designer and full-stack javascript developer with 10+ years building and supporting case management solutions. You can find him on LinkedIn at https://www.linkedin.com/in/uxnatural

Comments 0
There are currently no comments.