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Prima.Law Mail Service in Communication
Jun 18th 25

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 y ...

Communication
Contact
Email
Tracking Progress with Status, Tasks, Tags, and Case Flow in Case Management
Jun 4th 25

After you open a case in Prima.Law, there are several built-in tools you can use to stay on top of its progress and make sure nothing falls through the cracks. From visual guides to practical filters, ...

Training 118: Using the Administrator Panel in Prima.Law in Capabilities
Apr 11th 25

https://youtu.be/0TrkgXNDcO0 🛠️ Administrator Panel Overview in Prima.Law The Administrator Panel in Prima.Law gives firm administrators powerful tools to manage users, subscriptions, custom sett ...

Admin
Preferences
Settings
Training 117: Using the Notification Center in Prima.Law in Training
Apr 11th 25

https://youtu.be/g4TzMKOkA9o?si=8d_UeFOSJxErOH-l 🔔 Using the Notification Center in Prima.Law The Notification Center in Prima.Law is your real-time command center for staying on top of everything ha ...

Notification center
Training
Training 116: Overview of the Prima.Law Dashboard & User Interface in Getting Started
Apr 11th 25

https://youtu.be/jcNKaYQtke8?si=PPOJc_JIPvj421Cf 🏠 The Main Dashboard When you log in to Prima.Law, the first screen you’ll see is the Dashboard. Here’s what you can do from there: 📦 Quick-Add ...

Dashboard
Support
Training
Training 115: How to Get Help Using Prima.Law in Training
Apr 11th 25

https://youtu.be/NXGKktcKhVA?si=18tfKvJ-OzbQmY8z At Prima.Law, we want to ensure you always have the support you need—whether you’re new to the platform, exploring advanced features, or enc ...

Help
Support
Loss of Tasks, Calls, and Notes in Contact Management
Jan 28th 25

The loss of tasks, calls, or notes can occur due to duplicate contacts on the platform. This happens when users create multiple contacts with the same name and enter information into any of them. ...

Contact
Lost
Missing
Notes
Tasks
Training 114: Leads Collection and Management in Getting Started
Jan 20th 25

https://youtu.be/NRHHblsW4Q4 Managing Leads in Prima.LawGenerating, collecting, and managing leads is an essential part of growing your practice. Prima.Law’s Leads functionality provides powerful t ...

Training 113: Task Board, Call Board and Contact Tables in Case Management
Jan 20th 25

https://www.youtube.com/watch?v=UmENXevRTgE Task Management and Smart Tools in Prima.Law Effective task management is critical for running a law firm efficiently, and Prima.Law offers several powerful ...

Training 112: Case Management Board in Case Management
Jan 20th 25

https://youtu.be/5F6q8v5crhM Case Management Board in Prima.Law The Case Management Board in Prima.Law is a powerful tool that provides visibility into the overall workload of your firm. By ...