*How to connect to PracticePanther.

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.
Last updated byJames