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Search for help: Integrations *How to use Google Sheets 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

*Trust Account and Financial Reports

Flat-Fee Billing with Prima.Law

Credit Card and E-Check/ACH Payments

Billing Permissions

Quickbooks Integration

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

Smart Interviews

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

SMS / MMS Text Messaging with Twilio!

Details on Text Messaging

Contact Management

Case Management Board

Leads Management

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

-Important Notice

-Company Contacts and how to create employment cases

Creating Your Case

*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?

*How to add a paralegal to a case.

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

File Management

Getting Started

-User Profile Photos

-Important Notice

-How to Subscribe to Prima.Law

-Adding Users to Prima.Law?

Immigration Features

Autofill the DS-160

*How to enter USCIS receipt numbers.

*How to track priority dates.

Autofill the DS-260

-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 Zapier with LeanKit - a kanban program.

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

*How to use Zapier.

Quickbooks Integration

How to use Gmail with Zapier and Prima.Law

Leads Management

Package Assembly

*How to use Package Assembly?

Smart Interviews

*How to use questionnaires in Prima.Law

*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 Google Sheets with Zapier and Prima.Law

Check out this video to learn how to automate an attorney’s favorite thing: Spreadsheets.

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