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Search for help: Integrations How to use Gmail with Zapier and Prima.Law

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Autofilling Forms

Autofill the DS-260

Autofill the DS-160

N/A Blank Fields

*How does autofilling a form work?

* Autofilling addresses in Prima.Law

Billing and Invoices

*Using the new Prima.Law billing features.

*Track Your Time and Expenses

*Payment Plans in Prima.Law

*Trust Account and Financial Reports

Flat-Fee Billing with Prima.Law

How do I share a form with a client to fill or review?

What language fonts are supported in Prima.Law?

Case Management

Case Management Board

Chrome Extension

Prima.Law Chrome Extension

Autofill the DS-260

Autofill the DS-160

DEPRECATED - How do I use the client portal?

DEPRECATED - How can my client use the client portal to enter information for a case?

*The New Client Portal

Smart Interviews

SMS / MMS Text Messaging with Twilio!

Details on Text Messaging

Contact Management

*How to export customer email addresses for an email campaign?

-Important Notice

Case Management Board

Leads Management

-Company Contacts and how to create employment cases

Creating Your Case

*How to add a paralegal to a case.

*How do I create an employment case when there is a company representative?

*How do I add additional contacts to my case?

*How do I define the responsible attorney for a case?

*Where do I add family members to a case?

File Management

Getting Started

-User Profile Photos

-Important Notice

-How to Subscribe to Prima.Law

-Adding Users to Prima.Law?

Immigration Features

*How to enter USCIS receipt numbers.

*How to track priority dates.

Autofill the DS-260

Autofill the DS-160

-How do I use the Clio integration?

-How to use Custom Fields with Prima.Law and Clio?

PracticePanther

*What are the capabilities of the PracticePanther integration?

*How to match custom fields in PracticePanther.

*How to connect to PracticePanther.

How to use Gmail with Zapier and Prima.Law

*How to use Zapier with Google Forms and Prima.Law

*How to use Google Sheets with Zapier and Prima.Law

*How to use Zapier with LeanKit - a kanban program.

*How to create Retainer Agreements and other documents with Zapier and Google Docs.

Leads Management

Package Assembly

*How to use Package Assembly?

*How to use questionnaires in Prima.Law

Smart Interviews

*Selecting the questions for the questionnaire.

*Printable Questionnaires

*How to search Prima.Law for contact information and export reports

How to generate reports in Prima.Law

Case Management Board

Smart Interviews

Smart Interviews

How to use Gmail with Zapier and Prima.Law

Watch this brief video to see how you can use Prima.Law with Zapier and Gmail.

Last updated by

James

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