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Autofill the DS-260
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What language fonts are supported in Prima.Law?
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Prima.Law Chrome Extension
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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
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SMS / MMS Text Messaging with Twilio!
Details on Text Messaging
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*How to export customer email addresses for an email campaign?
-Important Notice
Case Management Board
-Company Contacts and how to create employment cases
Creating Your 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?
*How do I add additional contacts to my case?
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Immigration Features
*How to enter USCIS receipt numbers.
*How to track priority dates.
Autofill the DS-260
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Integrations
Clio
-How do I use the Clio integration?
-How to use Custom Fields with Prima.Law and Clio?
Dropbox
PracticePanther
*What are the capabilities of the PracticePanther integration?
*How to match custom fields in PracticePanther.
*How to connect to PracticePanther.
Zapier
*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
*How to use Zapier with Google Forms and Prima.Law
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Leads Management
Package Assembly
*How to use Package Assembly?
Questionnaires
*How to use questionnaires in Prima.Law
Smart Interviews
*Selecting the questions for the questionnaire.
*Printable Questionnaires
Reporting
*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
*Selecting the questions for the questionnaire.
When generating a questionnaire now you can select if you would like to send the basic general questions, the form specific questions, or both.
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