*Standard Workflow in Prima.Law

All cases will start with a contact in Prima.Law.

Create a contact inside of Prima.Law and you will betaken to the “Contact Profile”

From there you will see the biographical, or practice specific (like immigration) information that can be entered for that person.

The contact profile is where you will enter the Addresses, email, work history, immigration information or other contact level information. Most of the information in a case is found at the contact profile level.

Fill in all the relevant information and then click on the cases tab to create a case.

Last updated byJames