-Initial Setup

Initial Setup – Key Points

  • Add your bar number and personal details
  • Sign up for PrimaPay (the fully integrated payments solution for Prima.Law)
  • Set your notifications email address
  • Set up any integrations
  • Upload your Law Firm Logo
  • Upload your Images for your custom branded client portal login page.

Welcome to Prima.Law! To ensure you get the most out of your experience with us, it’s important to complete the initial setup of your account. This guide will walk you through the key steps to personalize and optimize your Prima.Law usage. Let’s get started.

1. Add Your Bar Number and Personal Details

Start by entering your professional details. This includes your bar number and any other personal information required by Prima.Law. This step is crucial for verifying your identity and credentials within the system.

  • Go to your account settings.
  • Look for the section labeled “Professional Details” or similar.
  • Fill in your bar number and any other necessary details.
  • Save your changes.

2. Sign Up for PrimaPay

PrimaPay is our fully integrated payment solution designed specifically for Prima.Law users. It streamlines billing and payments, making it easier for you to manage your finances directly within the platform.

  • Navigate to the PrimaPay section within Prima.Law.
  • Follow the prompts to sign up and connect your bank account.
  • Once set up, you can manage invoices, payments, and financial reports all in one place.

3. Set Your Notifications Email Address

Stay informed with real-time updates by setting up your preferred email address for notifications. This ensures you never miss important alerts or updates related to your account and activities.

  • Access the notifications settings in your account.
  • Enter the email address where you wish to receive notifications.
  • Customize your notification preferences if available.
  • Save your settings to activate.

4. Set Up Any Integrations

Prima.Law offers various integrations to enhance your productivity and workflow. This could include connections to legal research tools, document management systems, or other software you use in your practice.

  • Check the Integrations section to see available options.
  • Follow the instructions for each integration you wish to set up.
  • Test the integrations to ensure they’re working correctly.

5. Upload Your Law Firm Logo

Personalize your Prima.Law experience by uploading your law firm’s logo. This will appear in various places within the platform, reinforcing your brand identity.

  • Go to the branding settings in your account.
  • Look for the option to upload a logo.
  • Select your logo file and upload it.
  • Adjust the sizing and positioning as needed.

6. Upload Your Images for Your Custom Branded Client Portal Login Page

Enhance your client’s experience by customizing the login page of your client portal with images that reflect your brand or the ethos of your law firm.

  • Navigate to the client portal settings.
  • Find the section for customizing the login page.
  • Upload your chosen images, following the guidelines for size and format.
  • Preview the login page to ensure it looks as expected.

By completing these steps, you’ll have successfully set up your Prima.Law account to meet your professional needs and start utilizing the platform to its full potential. If you encounter any issues or have questions during the setup process, don’t hesitate to reach out to our support team for assistance.

Last updated byJames