At Prima.Law, we’re always looking for ways to make your case management experience more seamless and efficient. One exciting feature we’re introducing is the Prima.Law Mail Service, which allows you to communicate directly with clients via email within the Prima.Law platform. This integration supports both Gmail and Outlook, offering an easy way to send and receive emails without leaving the platform.
Here’s a step-by-step guide on how to authenticate your email and start using this new feature.
Step 1: Link and Authenticate Your Email
To get started, go to the Administrator Panel in Prima.Law and select Integrations. Scroll down until you see Prima Mail Service and click on Settings. From here, you can link your email account. Simply click on the option to add your email account, whether it’s Gmail or Outlook.
After you are done with the authentication process. You’ll be prompted to allow permissions for Prima.Law to send and receive emails through your account.
Step 2: Grant Permissions
After clicking to authenticate, you will see a prompt asking you to grant permissions for Prima.Law to access your email account. You will need to enable the permissions in the window that appears during the email setup.
Once these permissions are granted, Prima.Law will be able to access your inbox and send emails on your behalf.
Step 3: Send Emails from Prima.Law
Once your email is authenticated, sending emails becomes easy. You can do so directly from the Contact Page or within a specific case file.
To send an email, select the email address you authenticated (you may see this in a drop-down list of accounts you have connected). Then, add the recipient’s email, subject line, and body of the email as you would normally. You can also add attachments or CC recipients if necessary.
Step 4: Manage Your Email Communication
To review the emails you’ve sent, simply navigate to the Emails section under Communication in the contact details. This will show a history of all the emails sent and received through the Prima.Law Mail Service, keeping everything neatly organized in one place.
This integration is designed to enhance your productivity and ensure that all client communications are easily accessible and stored in the same system that manages your cases.
Access for Non-Admin Users
Since not every Prima.Law user has access to the Administrator Console, there is an alternative method for non-admin users to add their email accounts. Non-admin users can link their email accounts directly through the Email List screen. To access this screen, simply open the sidebar menu and navigate to the Email List (last option in the list.)
From this screen, you can add your email accounts through the Settings button and follow the same authentication steps. This feature ensures that non-admin users can also take full advantage of the Prima.Law Mail Service without needing administrative privileges.
NEW: Outlook Signature Editor in Prima.Law
We’ve added a Signature Editor exclusively for Outlook-connected emails in Prima.Law. This new feature lets users customize their email signature directly inside Prima without relying on their Outlook settings.
This option is exclusive to Outlook due to how the Microsoft integration works. For Google users, your signature will continue to match the one already set up in your Gmail account — so if you edit it in Gmail, it will automatically reflect in Prima.Law.
For Outlook users, you can now set or edit your signature right in Prima.Law:
- Go to the Email Hub (on the blue left-side menu — below Phone Calls Hub and above Calendar).
- Click on Settings in the top-right corner of the email table (right beside the “New Email” button).
- Under your connected Outlook account, you’ll see a green “Manage Outlook Signature” edit button.
- Click it to open the Outlook Signature Editor — here you can paste your Outlook signature or create a new one from scratch.
- Once you’re done, click Save Signature, then close the pop-up window.
Your customized signature will now appear exactly as configured whenever you send emails through Prima.Law via Outlook.
The Prima.Law Mail Service is a powerful tool to help you streamline your communication processes. With Gmail and Outlook integration, you can now send and receive emails directly within Prima.Law without toggling between multiple platforms. By setting up email authentication, you’ll have one more way to improve your workflow and serve your clients efficiently.
Start using this feature today and enjoy the convenience of managing emails within your case management system!
David