*Create a new case.

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

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.
    1. You can first create a contact and then from inside that contact page you can select the tab “Cases” and then click “New”
    2. You can also navigate to the left-hand menu in Prima.Law and select “Cases” –> “New”, or
  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
Last updated byJames