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™.

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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

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Starting a Matter

Todd LevesqueTodd Levesque

Starting a New Matter

Matters, i.e. cases, can be opened from within the Contact page of a client or from the Matters section.  Matters are the work space where you will do things like record note, add time entries and expenses, fill out forms, and tracking case progress.

Important: Lolly uses the Billing Type to automate the accounting structure for the matter.  A matter’s Billing Type cannot be changed after it is created.  It is important that users select the correct Billing Type at the creation of the matter.

To open a new matter:

  1. Go to the Contact section and search for the client.
  2. Click on the Action menu at top and select Open New Matter.
  3. Assign a name to the Matter
    Note: Lolly gives all new matters a default name (Office-LastName-Date) that you can edit as you like.
  4. Set up the billing type for the Matter
    Note: Currently, Lolly Law supports Hourly, Flat Fee, and Pro Bono billing types. From here you can enter the initial deposit or retainer amount as well as set up monthly payments or trust deposits.
  5. Select the individuals involved in the Matter
    Note: To attach individuals to the matter, they must first be entered in as Contacts. Once entered as a Contact, the individual can be added to the matter.
  6. Assign legal team members. These users will then be assigned to this matter and receive a caseload change notification.
  7. Enter Case Theory/Notes in the text area.

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

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