Search for help:
Training
- Training 100: Introduction to Training
- Training 101: Where to get help.
- Training 102: Organization of Contacts and Cases
- Training 103: Subscription Management
- Training 104: Creating your first Contact and Case
- Training 105: Intro to building efficient cases in Prima.Law
- Training 106: Client Portal and Checklists
- Training 107: Smart Interviews
Integrations
- -How do I use the Clio integration?
- -How to use Custom Fields with Prima.Law and Clio?
- *How to connect to PracticePanther.
- *How to create Retainer Agreements and other documents with Zapier and Google Docs.
- *How to match custom fields in PracticePanther.
- *How to use Google Sheets with Zapier and Prima.Law
- *How to use Zapier with Google Forms and Prima.Law
- *How to use Zapier with LeanKit - a kanban program.
Creating Your Case
- *How to create a custom case template.
- *Typical Case Creation Process in Prima.Law
- 5 Ways to Create Contacts in Prima.Law
- Case Naming Conventions and Practices in Prima.Law
- Case Numbering in Prima.Law
- Company Contacts and how to create employment cases
- How do I add additional contacts to my case?
- How do I create an employment case when there is a company representative?
Article Listing
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