To connect your account to PracticePanther, please perform the following steps:
- Log Into Prima.Law.
- Navigate to the Administrator Panel
- Click on the “Integrations” tab.
- Select “Connect” under the PracticePanther option.
- This will bring you to PracticePanther to approve the permissions.
- “Grant Access”
- Log into Prima.Law again.
- Now you can search for a contact you have in PracticePanther
- Click the contact’s name to import it into PracticePanther
- Now you can format the contact’s name, address and etc to make sure it is as desired. You can see at-a-glance if there are addresses, phone numbers or matters that will be imported.
- Click Import
- Now you can see the imported information and the location of where the rest of their data can be entered.