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Autofilling Forms
*How to print forms generated in Prima.Law?
Autofill the DS-160
Autofill the DS-260
Autofilling addresses in Prima.Law
How does autofilling a form work?
Billing and Invoices
*Track Your Time and Expenses
*Using the new Prima.Law billing features.
Billing Permissions
Flat-Fee Billing with Prima.Law
Getting Started with PrimaPay
Calendar
Calendar
Capabilities
File Manager
How do I share a form with a client to fill or review?
Training 118: Using the Administrator Panel in Prima.Law
What language fonts are supported in Prima.Law?
Case Management
Case Management Board
Case Naming Conventions and Practices in Prima.Law
Case Numbering in Prima.Law
Tracking Progress with Status, Tasks, Tags, and Case Flow
Training 112: Case Management Board
Chrome Extension
Autofill the DS-160
Autofill the DS-260
Prima.Law Chrome Extension
USCIS E-filing
Client Portal
File Manager
Smart Interviews
The New Client Portal
Communication
Details on Text Messaging
Prima.Law Mail Service
SMS / MMS Text Messaging with Twilio!
Contact Management
-Important Notice
Case Management Board
Company Contacts and how to create employment cases
How to export customer email addresses for an email campaign?
Leads Management
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
File Management
File Manager
Getting Started
- Workflow Options in Prima.Law
-Adding Users to Prima.Law?
-Create a new case.
-How to change my password?
-How to Subscribe to Prima.Law
Immigration Features
*How to enter USCIS receipt numbers.
Autofill the DS-160
Autofill the DS-260
How to track priority dates.
Integrations
Clio
-How do I use the Clio integration?
-How to use Custom Fields with Prima.Law and Clio?
PracticePanther
*How to connect to PracticePanther.
*How to match custom fields in PracticePanther.
*What are the capabilities of the PracticePanther integration?
Zapier
*How to create Retainer Agreements and other documents with Zapier and Google Docs.
*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.
*How to use Zapier.
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
Case Management Board
How to generate reports in Prima.Law
How to search Prima.Law for contact information and export reports
Smart Interviews
Smart Interviews
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
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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
  • Training 108: Sharing Forms In The Client Portal
  • Training 110: Editing Forms
  • Training 111: Package Assembly and Generating the Final Product
  • Training 112: Case Management Board
  • Training 113: Task Board, Call Board and Contact Tables
  • Training 114: Leads Collection and Management
  • Training 115: How to Get Help Using Prima.Law
  • Training 116: Overview of the Prima.Law Dashboard & User Interface
  • Training 117: Using the Notification Center in Prima.Law
  • Training 118: Using the Administrator Panel in Prima.Law
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