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Autofilling Forms
Autofilling Forms
Autofill the DS-260
Autofill the DS-160
N/A Blank Fields
Training 110: Editing Forms
How does autofilling a form work?
Billing and Invoices
*Using the new Prima.Law billing features.
*Track Your Time and Expenses
Payment Plans in Prima.Law
Trust Account and Financial Reports
Flat-Fee Billing with Prima.Law
Calendar
Calendar
Capabilities
How do I share a form with a client to fill or review?
What language fonts are supported in Prima.Law?
File Manager
Training 118: Using the Administrator Panel in Prima.Law
Case Management
Case Management Board
Case Numbering in Prima.Law
Case Naming Conventions and Practices in Prima.Law
Training 112: Case Management Board
Training 113: Task Board, Call Board and Contact Tables
Chrome Extension
Prima.Law Chrome Extension
Autofill the DS-260
Autofill the DS-160
USCIS E-filing
Client Portal
The New Client Portal
File Manager
Smart Interviews
Communication
SMS / MMS Text Messaging with Twilio!
Details on Text Messaging
Contact Management
How to export customer email addresses for an email campaign?
-Important Notice
Case Management Board
Leads Management
Loss of Tasks, Calls, and Notes
Creating Your Case
Case Naming Conventions and Practices in Prima.Law
How to add a paralegal to a case.
Training 111: Package Assembly and Generating the Final Product
Where do I add family members to a case?
Case Numbering in Prima.Law
File Management
File Manager
Getting Started
Case Naming Conventions and Practices in Prima.Law
-User Profile Photos
-Important Notice
Training 114: Leads Collection and Management
Training 112: Case Management Board
Immigration Features
*How to enter USCIS receipt numbers.
How to track priority dates.
Autofill the DS-260
Autofill the DS-160
Integrations
Clio
-How do I use the Clio integration?
-How to use Custom Fields with Prima.Law and Clio?
PracticePanther
*What are the capabilities of the PracticePanther integration?
*How to match custom fields in PracticePanther.
*How to connect to PracticePanther.
Zapier
How to use Gmail with Zapier and Prima.Law
*How to use Zapier with Google Forms and Prima.Law
*How to use Google Sheets with Zapier and Prima.Law
*How to use Zapier with LeanKit - a kanban program.
*How to create Retainer Agreements and other documents with Zapier and Google Docs.
Leads
Leads Management
Training 114: Leads Collection and Management
Package Assembly
How to use Package Assembly?
Training 111: Package Assembly and Generating the Final Product
Reporting
How to search Prima.Law for contact information and export reports
How to generate reports in Prima.Law
Case Management Board
Smart Interviews
Smart Interviews
Training
Training 112: Case Management Board
Training 114: Leads Collection and Management
Training 113: Task Board, Call Board and Contact Tables
Training 115: How to Get Help Using Prima.Law
Training 111: Package Assembly and Generating the Final Product
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Autofilling Forms
Autofill the DS-260
Autofill the DS-160
N/A Blank Fields
Training 110: Editing Forms
How does autofilling a form work?
Autofilling addresses in Prima.Law
Reverse Autofill
How to add N/A to fields in Prima.Law
How to create addendums in Prima?
*How to print forms generated in Prima.Law?
