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Autofilling Forms
Autofilling Forms
Autofill the DS-260
Autofill the DS-160
N/A Blank Fields
How does autofilling a form work?
Autofilling addresses in Prima.Law
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
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How do I share a form with a client to fill or review?
What language fonts are supported in Prima.Law?
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Prima.Law Chrome Extension
Autofill the DS-260
Autofill the DS-160
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The New Client Portal
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SMS / MMS Text Messaging with Twilio!
Details on Text Messaging
Contact Management
How to export customer email addresses for an email campaign?
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Case Management Board
Leads Management
Company Contacts and how to create employment cases
Creating Your Case
How to add a paralegal to a case.
How do I create an employment case when there is a company representative?
How do I add additional contacts to my case?
How do I define the responsible attorney for a case?
Where do I add family members to a case?
File Management
File Manager
Getting Started
-Important Notice
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Initial Setup
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*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
Package Assembly
How to use Package Assembly?
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How to search Prima.Law for contact information and export reports
How to generate reports in Prima.Law
Case Management Board
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Smart Interviews
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Autofilling Forms
Autofill the DS-260
Autofill the DS-160
N/A Blank Fields
How does autofilling a form work?
Autofilling addresses in Prima.Law
What is 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?