Prima.Law Subscription Management Guide
Welcome to the Prima.Law subscription management guide! This article will walk you through the steps to set up, manage, and adjust your subscription effectively. Let’s get started!
Step 1: Subscribing to Prima.Law
- Go to the Prima.Law Website:
- Navigate to the signup page
- Click on Create a New Account.
- Enter Your Firm Information:
- Provide your law firm name and other required details.
- Complete the signup process and look for the confirmation email in your inbox.
- Activate Your Account:
- Open the activation email and click the provided link to activate your account.
- Once activated, you can log in with your credentials.
- Start Your Free Trial:
- After logging in, you will be directed to the subscription page.
- Prima.Law offers a 15-day free trial. No charges will apply if you cancel before the trial expires.
Step 2: Understanding Licenses
- Core License:
- Required for each user to access Prima.Law.
- Immigration Forms Library License:
- Needed for immigration attorneys to access forms and features tailored for immigration law.
- Additional Libraries:
- Optional libraries (e.g., California state forms) can be added as needed.
Step 3: Adding Payment Information
- Enter your credit card details on the subscription page.
- You’ll receive an email reminder 5 days before the trial expiration.
- Click Pay to activate your subscription.Reminder: Cancel your subscription before the trial ends to avoid charges.
Step 4: Managing Licenses
- Assign Licenses to Users:
- Navigate to the administrator panel.
- Assign available licenses (Core and Immigration) to your users.
- Inviting Additional Users:
- Go to the Users Tab and click Invite New User.
- Enter the user’s email address and assign the required licenses.
- The user will receive an activation email. Once activated, they’ll appear in your user list.
- Adjusting User Roles:
- By default, new users are assigned the role of User.
- To grant administrative privileges, change their role to Administrator.
- Administrators have access to billing and all system features.
- Adding More Licenses:
- In the subscription section, choose Monthly or Annual billing.
- Add the number of Core and Immigration licenses needed.
- Confirm the changes and review the updated costs.
- Removing Users or Licenses:
- If a user no longer needs access, you can reassign or deactivate their licenses.
Step 5: Canceling Your Subscription
- To cancel during the trial or subscription period:
- Go to the subscription page.
- Scroll down to find the Cancel Subscription button.
- Follow the instructions to confirm cancellation.
Step 6: Understanding Billing
- Charges are split into:
- Core Licenses (billed monthly or annually).
- Immigration Forms Library Licenses (billed separately).
- Review your bill on the subscription page for a clear breakdown of charges.
Example: Adding Multiple Licenses
- Suppose you need 3 users with access to immigration features:
- Add 3 Core Licenses and 3 Immigration Licenses.
- Assign the licenses to the respective users.
- Users without access to immigration forms can be assigned Core Licenses only.
Key Features for Administrators
- Inviting and Managing Users:
- Invite users and assign them the necessary libraries.
- Update roles and permissions.
- Customizing Subscriptions:
- Adjust the number of licenses as your firm grows.
- Enable or disable features based on user needs.
- Secure Access:
- Enable two-factor authentication for added security.
- Client Communication Tools:
- Use integrated tools like Twilio for text messaging.
Final Tips
- Always assign libraries (e.g., Immigration Forms) to users to ensure they have access to necessary features.
- Keep an eye on trial expiration dates and subscription renewal reminders.
- For questions, visit the Help Menu or contact Prima.Law support via chatbot, email, or phone.
Managing your Prima.Law subscription is straightforward with these steps. Start exploring the powerful tools Prima.Law offers to streamline your practice!
James