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Getting Started with PrimaPay in Billing and Invoices
Aug 11th 21

Welcome to PrimaPay — your all-in-one payment solution integrated directly into Prima.Law and powered by Confido Legal. This guide will walk you through everything you need to know to set up your a ...

SMS / MMS Text Messaging with Twilio! in Communication
Jul 23rd 21

NOTICE: Shutdown of Unregistered 10DLC Messaging • Effective September 1st, 2023, all SMS and MMS messages sent to U.S. phone numbers using +1 10DLC phone numbers must be sent via an approved ap ...

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Flat-Fee Billing with Prima.Law in Billing and Invoices
Jun 29th 21

Flat Fee Billing can be handled in two ways: By the creation of a "Normal invoice" with an expense for the flat fee amount, orBy the creation of a "Payment Plan" for a fixed amount. Under either ...

Trust Account and Financial Reports in Billing and Invoices
May 14th 21

https://youtu.be/4uCu3y9EWdc Now that Prima.Law has released invoices, billing, payment plans, payments and time tracking, there are a number of new tools that you can use to manage and monitor the ...

*How to connect to PracticePanther. in Integrations
Apr 22nd 21

https://www.youtube.com/embed/oTd5fJDxm7s To connect your account to PracticePanther, please perform the following steps:  Log Into Prima.Law.Navigate to the Administrator PanelClick on the ...

*How to use Zapier with Google Forms and Prima.Law in Integrations
Apr 22nd 21

https://www.youtube.com/embed/8iZW9yv8rrA Check out this video to see the many ways you can usefully use Prima.Law with Google Forms.

*How to use Zapier with LeanKit - a kanban program. in Integrations
Apr 22nd 21

https://www.youtube.com/embed/1mfzmxWgWSY Here is information about Leankit and how it can help your practice.

*How to use Zapier. in Integrations
Apr 22nd 21

You can use Zapier with Prima.Law to share data between your applications. Check out this video tutorial to learn how to use Zapier with Prima.Law. https://youtu.be/PLqc0GinAK4 Check out this video ...

*How to create a custom case template. in Creating Your Case
Apr 22nd 21

To create a custom case type: First of all, this is only available to the administrator on your account.As the administrator, navigate to the “Administrator Panel.”Click on the tab for “Custom Case ...

How do I define the responsible attorney for a case? in Creating Your Case
Apr 21st 21

Case Page --> Case Details To define which attorney’s information will populate the forms in a given case: Navigate to the case. Select the tab titled “Case Details” Select the appropriate attor ...