Training 101: Where to get help.

Where to Get Help

If you ever need assistance, Prima.Law offers several support options:

  1. Help Menu: Access the Help menu at the top of your screen. Here, you’ll find:
    • A link to the support website, which contains a wide range of helpful articles, including:
      • Getting Started Guides
      • Articles on integrations and capabilities
      • Case management tools
      • Text messaging features
    • A search bar to quickly locate specific topics (e.g., “How to create a new contact”).
  2. Report an Issue: Use the form provided in the Help menu to report any technical problems. [Click Here to See It]
  3. Schedule a Support Call: Book a time to speak with a support team member.
  4. Phone Support: Call the number listed in the Help menu for immediate assistance.
  5. Chatbot: For instant help, ensure the chatbot feature is turned on:
    • Enter your name, email, and phone number.
    • Chat with the AI-powered assistant, trained on Prima.Law’s support articles, for quick answers.
    • If needed, type “human please” to transfer your inquiry to a live support representative.
  6. Training Sessions: Take advantage of the free training time offered when you begin your account.

Dashboard Overview

Your Prima.Law dashboard is your central hub for managing cases, tasks, and client information. Here’s a quick breakdown of the key sections:

  • Left Panel Navigation:
    • Recently Viewed Contacts: Quickly access your last-viewed client profiles.
    • Case Management Board: Manage your caseload with ease (covered in detail later).
    • Contact List: View and organize client contacts.
    • Leads List: Track prospective clients.
    • Task List: Stay on top of pending and upcoming tasks.
    • Phone Calls: Record incoming and outgoing calls.
    • Calendar: Keep track of appointments and deadlines.
    • Expiration Dates: Monitor expiring documents for clients.
    • Custom Roles: Add interpreters, prosecutors, judges, and other roles relevant to your cases.
    • Billing: Manage outstanding bills, upcoming payments, and transactions.
    • Analytics: Generate productivity and efficiency reports.
    • Common Immigration Links: Access frequently used links.
    • USCIS Receipt Numbers: Track receipt numbers and update statuses.
  • Top Menu Features:
    • Create new contacts, open cases, add tasks, or log calls.
    • View announcements for new features (e.g., filing updates like the ETA 989).
    • Priority Dates: Track filing and final action dates for petitions.
  • Notification Center:
    • View an activity log of everything happening in your firm.
    • Filter notifications by relevance to your role or firm-wide events.

Administrator Panel

For users with administrative access, the Administrator Panel allows you to:

  • Update profile information (e.g., photo, email, bar number, etc.).
  • Manage firm settings, including:
    • Adding a firm logo to invoices and documents.
    • Setting up a notifications email (e.g., notifications@[yourfirm].com).
  • Enable two-factor authentication for added security.
  • Customize case types and fields to fit your firm’s needs.
  • Manage permissions for different user roles.

Key Integrations

Prima.Law integrates with several tools to streamline your operations:

  1. PrimaPay:
    • Accept online payments, e-checks, and set up autopay.
    • Create payment plans with promissory notes for secure billing.
  2. Twilio:
    • Send and receive text messages directly within Prima.Law.
    • Messages are stored in the client’s profile for seamless communication.
  3. Other Integrations:
    • Zapier
    • Google Calendar
    • Practice Panther
    • Clio

Billing and Financial Tools

  • Set up business and trust accounts to manage payments.
  • Record cash payments and generate financial reports, such as client and trust ledgers.
  • Configure invoice terms and create promissory notes to ensure clients understand their financial obligations.

Client Portal

Customize your firm’s client portal to provide a professional and branded experience. Upload graphics, define settings, and make the portal user-friendly for your clients.

Lab Features and Permissions

  • Beta Features: Test new tools before they’re officially released.
  • User Permissions: Assign specific roles and capabilities to each team member.

Conclusion

This general orientation has provided an overview of Prima.Law’s features and support options. Remember:

  • For help, use the chatbot, support menu, or schedule a call.
  • Explore the dashboard to familiarize yourself with navigation.
  • Leverage integrations and tools to optimize your practice.

Thank you for joining this orientation. Let’s move on to the next module, where we’ll dive deeper into specific functionalities of Prima.Law!

Last updated byJames