Welcome to Prima.Law! Setting up your account is the first step to leveraging the platform’s robust features for efficient case management. Here’s how to get started:
1. Setting Up Your Profile
Begin by updating your profile:
- Personal Information: Enter your name, email address, and upload a profile photo. A custom photo is especially helpful when using the Case Management Board and Tasks Module to identify coworkers easily.
- Licensing Information: Add your Immigration Court Practice Number (EOIR), Bar Number, and Licensing Authority (e.g., State of California, Michigan, or District of Columbia).
2. Adding Firm Information
Personalize your firm’s presence:
- Firm Logo: Upload a logo image with dimensions of 2000×560 pixels.
- Notifications Email: Set up a dedicated email (e.g.,
[email protected]) to manage notifications, such as client uploads or system updates, using email filters or group mailing lists. - Leads Module: Enable lead tracking and embed a custom form on your website for potential client inquiries.
3. Enhancing Security
Enable Two-Factor Authentication (2FA) for added account security. This is optional but highly recommended to protect sensitive client data.
4. Leveraging Integrations
Prima.Law integrates with several tools to enhance functionality:
- PrimaPay: Accept credit card and eCheck payments, manage payment plans, and send payment links to clients. PrimaPay offers low fees and an intuitive dashboard. Start by clicking the “Create User” button to set up your account.
- Twilio: Use this integration for sending text messages, including images, directly from Prima.Law.
- Zapier: Automate workflows and integrate with thousands of apps.
- Google Calendar: Sync your calendar one way with Prima.Law.
- Practice Panther & Clio: Import contacts to start building immigration cases. Clio offers two-way syncing, ensuring changes in either system are reflected seamlessly.
5. Customizing the Client Portal
Make the client portal uniquely yours:
- Landing Page: Upload an image for the landing page and your firm’s logo. This can feature your team, office, or anything meaningful to your brand.
- Client Experience: Ensure clients have a professional and branded experience when accessing their portal.
6. Exploring New Features in the Lab
Prima.Law regularly releases new features in Beta Mode. You can test these features early and provide feedback to help improve the platform.
7. Setting Permissions
Administrators can control Case Management Board Permissions, ensuring that only authorized users can access sensitive information.
8. Customizing Case Types
Prima.Law offers over 130 predefined case types for immigration attorneys. You can also create custom case types tailored to your practice. Learn more about this in our separate tutorial video.
9. Getting Started with PrimaPay
Activating PrimaPay is essential to streamline your payment processes. The platform supports:
- Professional dashboards for managing payments.
- Flexible payment plans and billing tools.
To activate PrimaPay:
- Click Create User and follow the onboarding steps.
- Refer to our detailed PrimaPay video tutorials for further guidance.
Next Steps
Now that your profile and settings are in place, you’re ready to explore Prima.Law’s powerful features. Watch our tutorial on creating a contact or dive deeper into other integrations and tools.
David