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How to export customer email addresses for an email campaign? in Contact Management
Apr 21st 21

https://youtu.be/kmNaX1mql2g Use this feature to export all your contacts and to create an email list you can import into another program or filter and generate reports. Navigate to to the client ...

How to track priority dates. in Immigration Features
Apr 21st 21

https://youtu.be/z0976mPLQHE Step-by-Step Guide 1. Adding a Priority Date Access Contact Page: Start by navigating to the contact page for the client. Go to Immigration Tab: Click on the immigration ...

*What are the capabilities of the PracticePanther integration? in Integrations
Apr 21st 21

https://www.youtube.com/embed/oTd5fJDxm7s We, at Prima.Law, are proud to announce that we have released the PracticePanther integration for PrimaFacie. Here are some of the basics about the ...

How to use Gmail with Zapier and Prima.Law in Integrations
Apr 21st 21

As with many other email applications that connect with Zapier, you can connect your email account to Prima.Law to accept and file away incoming emails.Here are some important pointers to make sure ...

How to search Prima.Law for contact information and export reports in Reporting
Apr 21st 21

You can search Prima for A#'s, phone numbers and other criteria. The widget used for viewing contacts and cases is identical. Therefore, the way to search by additional information in each of these ...

Where do I add family members to a case? in Creating Your Case
Apr 21st 21

Family members are added in the contact profile as a family member of the primary contact or as a separate contract. Read below to find out how to enter them correctly. https://youtu.be/RBbrPfF0WzA ...

Using the form viewer/editor in Prima.Law in Creating Your Case
Apr 21st 21

Autofill, Reverse Autofill, and a smooth experience are all new features of our forms editor. https://youtu.be/nWzivpMIu74 Our form viewer/editor now provides the following features: Enhanced Reverse ...

-How to use Custom Fields with Prima.Law and Clio? in Clio
Apr 21st 21

https://youtu.be/m-n9AJHo1Yw Administrator Panel -->Integrations To sync your Clio account with Prima.Law, Previously we have connected Prima.Law to Clio. Now that you are connected we have two ...

How to create addendums in Prima? in Autofilling Forms
Apr 21st 21

We have 2 ways to generate addendums in Prima. https://youtu.be/GNb_JjZEsJE Creating and Using Addendums in Prima.Law Step-by-Step Guide 1. Navigating to the Case Page Go to the case page for the ...

Reverse Autofill in Autofilling Forms
Apr 21st 21

IMPORTANT WARNING: Do Not Delete Applicant/Beneficiary/Other Roles Names with Reverse Autofill Enabled 🚨 Critical Note for Users: If the Reverse Autofill option is enabled (indicated by the pi ...