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Payment Plans in Prima.Law in Billing and Invoices
Apr 13th 21

https://youtu.be/qENDO4DD-fg How to use payment plans in Prima.Law. Many times, you have a client who needs to pay your retainer, but can only make "payments." While this is not always the case, when ...

*Track Your Time and Expenses in Billing and Invoices
Apr 11th 21

Now inside of Prima.Law you can track your time and expenses in your cases. Using these time entries, you can QUICKLY generate invoices to send to your clients, or to justify trust account transfers. ...

*Using the new Prima.Law billing features. in Billing and Invoices
Apr 8th 21

Prima.Law is proud to annouce the release its billing, invoicing, time tracking, and trust accounting features. While we obtain final approval to turn on the LawPay integration, you can already start ...

*Typical Case Creation Process in Prima.Law in Creating Your Case
Jan 30th 21

When using a new piece of software, it is helpful to know what steps others typically take to start and create cases. See the Graphic below for information on how attorneys and their staff create and ...

5 Ways to Create Contacts in Prima.Law in Creating Your Case
Jan 30th 21

Creating contacts in Prima.Law is easy. As you set up your firm, you want to consider all the ways that you want to create contacts. This is something that must be thought of intentionally to avoid ...

- Workflow Options in Prima.Law in Getting Started
Jan 30th 21

With the robust functionality of Prima.Law, you can begin your workflow either in Prima.Law or you may have received your first touchpoint in another piece of software and are bringing that data into ...

How to generate reports in Prima.Law in Reporting
Jan 11th 21

You can now monitor expiration dates in a flexible table inside of Prima.Law. Refer to these lists regularly to be aware of opportunities to serve your clients. Inside the contact profile, navigate to ...

*How to create Retainer Agreements and other documents with Zapier and Google Docs. in Integrations
Jan 11th 21

https://www.youtube.com/embed/UpyqUhQLPFg One of the most important things you can do, as an attorney, is look out for yourself. In an environment with litigious and reputation smearing clients, you ...

*How to use Google Sheets with Zapier and Prima.Law in Integrations
Jan 11th 21

https://www.youtube.com/embed/dTokTpTMqxw Check out this video to learn how to automate an attorney's favorite thing: Spreadsheets.

*How to match custom fields in PracticePanther. in Integrations
Jan 11th 21

With Prima, you can match custom fields in Practice panther to Prima.Law https://www.youtube.com/embed/HVjO8BKuxl0 If you are using PracticePanther, you are interested in preserving the data that you ...