-Create a new case.

When creating a case, you can use one of our 180 different case types including checklists, case-flows and forms.

How to Create Your First Case in Prima.Law

• Step 1: Navigate to the Cases Button
  • After creating a contact, navigate to the “Cases” button on the contact profile.

• Step 2: Click on New Case Click “New” to start creating a new case.
  • This will open the dialogue to get you started.
• Step 3: Select the Case Type Choose the case type from the standard templates provided in Prima.
  • These templates include necessary forms, steps, and checklists that guide you through the case flow.
• Step 4: Name the Case and Add Tags You can give the case a custom name or follow the naming convention established in Prima.
  • Additionally, you can add tags to the case for better tracking. For example, if the individual is a DACA client, you can create a new tag for DACA.
• Step 5: Assign Staff to the Case
  • Assign the primary and secondary attorneys, as well as any paralegals or assistants who will be working on the case.
• Step 6: Set Important Dates
  • Enter any important dates, such as expiration dates or target completion dates, to easily track the case progress on the case management board.
• Step 7: Save the Case Click “Save” to create the case.
  • You will then be taken to the case page.
• Step 8: Manage the Case Assign the Case: If the case hasn’t been assigned, you can do so now.
  • Set Priority and Status: Determine the case’s priority and current status.
  • Important Notices: Add any important notices related to the case.
  • Edit Case Details: Make any necessary changes to the case details.
• Step 9: Utilize the Case Flow and Checklist Track the general steps to complete the case using the case flow and checklist.
  • These tools will help you stay organized and ensure you don’t miss any critical steps.
• Step 10: Use the Package Assembly Tool
  • The package assembly tool simplifies assembling the case by allowing the attorney or paralegal to access it, and also by giving clients access through the client portal to upload documents securely.
• Step 11: Manage Forms and Smart Interviews Forms:
  • Access all the necessary forms for the case. Smart Interviews: Enable smart interviews from the admin panel. Generate interviews for cases, which can streamline the information-gathering process.
• Step 12: File Storage and Other Features General File Storage:
  • Organize and store files securely.
  • Notes and Phone Call Tracking: Keep track of important notes and phone calls.
  • Task Management: Manage tasks effectively.
  • Billing and Calendar: Keep track of billing and schedule important dates.
  • Custom Fields Tab: Customize fields to meet your specific needs.

To create a new case in Prima.Law you have a few options.

1. You can create a new case in Prima using either a custom case type or one of Prima.Law’s pre-defined case-types.
2. You can import an existing case from Clio.  This is done when importing a contact, or
3. You can import a case from PracticePanther