Hello and thank you for your patience as we reviewed your feedback. As you know, we highly value customer input and regularly update the product for customers based on their needs. If there are specific things you recommend that would make billing better for you, please let us know at <support@lollylaw.com>.
The thing that had us a bit confused was that the “new” version came out in 2019 (three years ago at the time of this review) and has not been available for quite some time. We are glad you liked it, but it has been a while and the prior version did not have invoicing, customizable bank accounts, payment plans, or any of the modern-day conveniences that the current system now has.
Attorneys today, big or small, need to be able to track their work, bills and handle payments conveniently, but also do so in compliance with their bar association. Lolly provides the tools necessary to do this and in a simple to use interface. Whether you primarily do Flat Fee billing, trust accounting, or milestone billing, Lolly can do it. The system has a process to 1) review and approve charges, 2) generate bills, and 3) apply payments towards bills. These are processes that I think are very common to law firms, but Lolly has options to streamline these even further and do things for you like checking available trust balances before moving funds.
Here is a video I just made to demonstrate in under 60 seconds how one can do all the steps above - review & approve charges, create bills, and apply payments.
https://youtu.be/PuuB7a-2iQg
In addition, the system has simple-to-read invoices for clients that are available in both English and Spanish. There are even summary ‘Account Statements’ that help communicate to clients, in simple terms, their balances and payment history.
These are all things that were not in the old system 3 years ago. We were thrilled to add them because our customers said they needed them and wanted it to be convenient (to the extent billing, trust accounting, and handling client payment plans can be). We know that as an attorney, you have specialized skills to practice law, and while billing and accounting are essential to managing your practice, it might not be where you want to spend all your time. That being said, our goal is to provide you with the very best tools to run your business with a high degree of quality and efficiency. We aim to do so in every area including document creation and form filling, team and workflow, client communications, and of course billing too!
For example, we recently introduced payment plan tracking and payment processing. We are already at work on streamlining that further, making it easier (and cheaper) for your clients to make regular payments to you, either online or in person, and applying those funds to bills. We are excited to bring these value adding capabilities to you and, as always, if there are suggestions or specific feedback we can do to improve a function in the software, please let us know at <support@lollylaw.com>.
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