There are multiple ways to create contacts in Prima.Law. This article will show you how to build a contact inside Prima.Law
NEW! The Contacts and Tasks screen now have all the features previously Exclusive to the Case Management Board Screen.
Prioritize, Filter, and Streamline with Prima.Law’s Case Management Board, Contacts, and Tasks Screens!
To Create a Contact in Prima.Law, Follow these Steps:
- Step 1: Creating a Contact:
- To create a contact, click on the plus sign under the “Contacts” section. This will open a new contact dialogue.
- Step 2: Enter Basic Information:
- Enter the contact’s name. If desired, add the middle name, email address for client portal access, and phone number, and define the type of phone number.
- Step 3: Additional Information:
- Please add basic info such as date of birth, gender, language preferences, social security number, and communication preferences. Then click “Save” to proceed.
- Step 4: Upload Profile Photo and Add Notices:
- You can upload a profile photo and add important notices, such as specific attention requirements or personality traits that need consideration.
- Step 5: Biographical Information Passport Information:
- Add passport details. Addresses: Add current and historical addresses, defining if they are physical, mailing, or foreign addresses.
- Telephone and Company Information: Provide detailed phone numbers and the best times to call.
- Employment and Marriage History: Enter employment history and marriage details. For marriage history, you can create a contact for the spouse.
- Step 6: Adding Family Members:
- Add family members such as children. Initially, they will only exist under the primary contact. You can turn them into separate contacts by clicking a button.
- Step 7: Entering Detailed Information Date of Birth and Other Details:
- Enter additional details and click “Save.” Biographical Information: Continue to fill in biographical details, including employment, education, and criminal history. Marriage History: Add marriage details, which can help in family petitions.
The other ways of creating a contact are covered HERE.
David