File Manager

Efficiency Meets Control

Staying organized in the digital age is essential, especially for law firms managing a large volume of client documents. Prima.Law’s File Management system simplifies this process by offering intuitive tools to upload, organize, and share files effortlessly.

Creating and Managing Folders

Organizing your files starts with creating folders. In Prima.Law, you can:

1. Create folders with just a couple of clicks.
2. Move multiple files at once, thanks to the new Prima 3.0 interface, which supports bulk actions.
3. Perform actions like copying, duplicating, and moving files directly through the file manager.

For example, if you need to move several files into a newly created folder:

• Select the files.
• Use the “Move” action to transfer them to the desired folder.

Sharing Files with Clients

Prima.Law provides granular control over file sharing:

• You can share specific files through the Client Portal.
• Files not explicitly shared remain private for internal use.

To share files:

1. Enable the Client Portal for the relevant contact by ensuring their email is correct and activating the portal.
2. Use the Share toggle for any checklist item or file you upload. Shared files will appear in the client’s portal for review or download.

Client Experience

Clients can:

• View shared checklists and uploaded files directly in the portal.
• Preview documents (e.g., passport pictures or marriage certificates) without downloading them.
• Upload their own documents when required.

By default:

• Checklist items sync automatically with the Client Portal and are visible to clients.
• Files in the File Manager are private unless shared explicitly.

Maintaining Privacy

Not all documents are meant to be shared. Prima.Law ensures that:

• Files uploaded to the File Manager are private by default.
• Sharing is manual and requires confirmation.

To share a specific file:

The client can then view and download the file from their portal after refreshing.

Click the Share button in the File Manager. The system will notify you that the file has been shared.

Prima.Law’s File Management system provides the perfect balance of flexibility, security, and ease of use. Whether you’re managing internal documents or collaborating with clients, this feature ensures that every file is organized and accessible exactly when and where you need it.