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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
*Payment Plans in Prima.Law
*Trust Account and Financial Reports
Flat-Fee Billing with Prima.Law
Credit Card and E-Check/ACH Payments
Billing Permissions
Calendar
Calendar
Capabilities
File Manager
How do I share a form with a client to fill or review?
What language fonts are supported in Prima.Law?
Case Management
Case Management Board
Chrome Extension
Autofill the DS-160
Prima.Law Chrome Extension
Autofill the DS-260
Client Portal
*The New Client Portal
Smart Interviews
DEPRECATED - How do I use the client portal?
DEPRECATED - How can my client use the client portal to enter information for a case?
Communication
SMS / MMS Text Messaging with Twilio!
Details on Text Messaging
Contact Management
Case Management Board
Leads Management
*How to export customer email addresses for an email campaign?
Important Notice
Creating Your 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?
*How to add a paralegal to a case.
File Management
File Manager
Getting Started
User Profile Photos
Important Notice
*How to Subscribe to Prima.Law
*How to add another user to Prima.Law?
*How to update profile information?
Immigration Features
Autofill the DS-260
Autofill the DS-160
*How to enter USCIS receipt numbers.
*How to track priority dates.
Integrations
Clio
*How do I use the Clio integration?
*How do I connect to Clio?
Dropbox
PracticePanther
*How to connect to PracticePanther.
*What are the capabilities of the PracticePanther integration?
*How to match custom fields in PracticePanther.
Zapier
*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.
*How to use Zapier.
Quickbooks Integration
Leads
Leads Management
Package Assembly
*How to use Package Assembly?
Questionnaires
*How to use questionnaires in Prima.Law
Smart Interviews
*Selecting the questions for the questionnaire.
*Printable Questionnaires
Reporting
Case Management Board
*How to search Prima.Law for contact information and export reports
How to generate reports in Prima.Law
Smart Interviews
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?
