00:07

Simplify Immigration Cases with LollyLaw

04:51

LollyLaw's Layout and Available Resources

03:46

How to Set Up the Branding for your Office’s Client Bridge?

01:57

How to Add a New Contact

05:34

How to Manage Events, Tasks, Reminders, and Time Entries in Bulk in LollyLaw?

02:00

Where to Find Consultations in LollyLaw?

01:32

How to Upload a Document to the Cloud Storage from a Matter Record?

04:00

How to Assign and Send Questionnaires to Clients Through the Client Bridge

02:38

How to Schedule and Perform a Consultation for a New Contact

06:19

What Is the 'Journal' in a Contact or Matter Record?

03:31

How to Manage Tasks in a Matter?

08:05

How to Sync Client Data to Lollyforms?

07:32

How to Create a Matter Record for a Contact?

01:55

Overview of Contact Records

02:47

What is the 'Documents' Tab in a Matter Record?

02:44

How to Download Your Form and View it as a PDF?

04:47

What is LollyForms?

04:15

What is the Client Bridge

05:39

How to Apply Funds from Trust to a Matter’s Invoice?

03:48

How to Enable the Client Bridge for a Contact?

04:20

How to Create Custom ‘Required Documents Lists’ and Assign a List to a Client via the Client Bridge?

04:19

What is the 'Documents' Tab in a Contact Record?

03:23

Recap on What You’ve Learned Today

03:36

LollyMessaging

03:05

What is the ‘Checklist’ in the Client Bridge and How to Add Tasks to It?

03:27

What is the 'Transactions' Tab in a Contact Record?

03:05

What to Do If You Open Your Downloaded Form and It Appears Blank?

02:06

Training Series Introduction

02:54

What is the 'Snapshot' page of a Contact Record?

01:20

What is the 'Transactions' tab in a Matter Record?

02:09

What is LollyLaw's Knowledge Base?

01:31

How to Make a Manual Payment on an Invoice?

05:39

How to Set Adobe Acrobat Reader As the Default PDF Viewer On Your Computer?

03:43

How Your Clients Can View and Upload Files

02:22

How to Log Into LollyLaw

02:15

What is the Contact Profile of a Contact Record?

02:39

What is the 'Time and Expense' Tab in a Contact or Matter Record?

01:27

What is the 'Billing' Tab in a Matter Record?

01:18

How to View an Invoice in a Matter Record?

04:28

How to Use the Search Bar

01:22

How to Add Funds Manually to a Matter's Trust Account?

02:07

How to Update Your Form to the Latest Form Edition?

02:00

How to Add Additional Forms to a Matter?

02:33

What if a client wants to pay by cash?

01:55

How to Add or Change a Payment Method Using LollyPayments

02:42

What if a third-party needs to pay?

03:17

How to Reconcile OneLink Payments to a Matter or Contact Record

01:28

How to Add a New Bank Account for LollyPayments

03:32

How to Create an Automatic Payment Plan to a Client's Trust Account

02:44

How to Check the LollyPayments Transactions That Have Been Deposited to my Bank Account?

01:59

How to Apply Funds from Trust to Pay an Invoice

01:51

How to Run a One-Time Payment (Partial Payment)

01:55

How long until I can expect to receive the funds with LollyPayments?

03:40

How to Create OneLinks with LollyPayments

01:39

What if my client's card declines?

02:26

What if I need to bill for a separate expense?

01:35

How Can My Client Pay Using the QR Code on their Invoice?

01:45

How to Create a Trust Request Using LollyPayments

02:05

What do payment requests look like on the client's end?

01:40

OneLink Introduction