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Training 111: Package Assembly and Generating the Final Product in Creating Your Case
Jan 20th 25

https://www.youtube.com/watch?v=905c1BbfJhg Package Assembly in Prima.Law The Package Assembly tool in Prima.Law is designed to streamline the process of compiling and organizing case ...

Training 110: Editing Forms in Autofilling Forms
Jan 20th 25

https://www.youtube.com/watch?v=bQcnG-UQ3EY Filling Forms, Data Entry and Reverse Autofill in Prima.Law Building efficient cases in Prima.Law relies on seamless data entry and smart use of features ...

Training 108: Sharing Forms In The Client Portal in Training
Jan 20th 25

https://youtu.be/jJVDn49PpVo?si=IkBCWQKJNyAykD56 Sharing Forms with Clients through the Client Portal in Prima.Law Collaborating with clients is an essential part of building efficient cases, and ...

Training 107: Smart Interviews in Training
Jan 20th 25

https://youtu.be/x1CFnqA9ZYo Using Smart Interviews in Prima.Law Engaging clients to actively participate in their case preparation is a key element of building efficient workflows. With Prima.Law, ...

Training 106: Client Portal and Checklists in Training
Jan 20th 25

How to Use the Client Portal in Prima.Law Efficiently involving your clients in the case-building process is key to streamlining your practice. One of the best tools for this is the Client ...

Training 105: Intro to building efficient cases in Prima.Law in Training
Jan 20th 25

https://youtu.be/gopAqnMdzdI Building Efficient Cases in Prima.Law Welcome back! In this article, we’ll walk you through how to build efficient cases in Prima.Law. Efficiency, in this context, means l ...

Training 104: Creating your first Contact and Case in Training
Jan 20th 25

https://youtu.be/li9T9lZCAEQ Creating Your First Contact and Case in Prima.Law Welcome to this guide on creating your first contact and case in Prima.Law! Everything starts with a contact, so let’s w ...

Training 103: Subscription Management in Training
Jan 19th 25

https://youtu.be/x5Fuv8ixQ1E?si=9wwM0DNB3hWNRuvM Prima.Law Subscription Management Guide Welcome to the Prima.Law subscription management guide! This article will walk you through the steps to set up, ...

Training 102: Organization of Contacts and Cases in Training
Jan 19th 25

Managing Contacts and Cases in Prima.Law In Prima.Law, everything starts with a contact. This guide will walk you through the process of creating and managing contacts, starting cases, and ...

Training 101: Where to get help. in Training
Jan 19th 25

https://youtu.be/ogxA8CuRHQs Where to Get Help If you ever need assistance, Prima.Law offers several support options: Help Menu: Access the Help menu at the top of your screen. Here, you’ll find: A l ...