đź”” Using the Notification Center in Prima.Law
The Notification Center in Prima.Law is your real-time command center for staying on top of everything happening in your firm. Whether you’re managing the entire practice or just your caseload, the Notification Center gives you visibility into activities, updates, and actions—all from one place.
đź“Ť Where to Find It
Look to the top-right corner of your screen for the small alarm bell icon.
Clicking this will open the Notification Center.
🏢 Firm Feed: See Everything Firm-Wide
The Firm Feed shows firm-wide activity and is especially helpful for administrators and managers who need a bird’s-eye view of what’s happening across all users and clients.
You’ll find updates in categories like:
• Client Portal Access
• Case Updates
• New or Edited Contacts
• Calendar Events
• Text Messages
• Tasks (created, updated, completed)
• Phone Calls
• Billing Activity
• Lead Management
• USCIS Receipts
• Smart Interviews (client forms and assessments)
đź•’ Entries are listed newest at the bottom and oldest at the top, but you can always jump to the latest activity.
👤 My Notifications: Personalized Alerts for You
The My Notifications tab filters activity relevant to you as a user. You’ll see updates only for:
• Clients or cases you’re assigned to
• Actions taken in client portals you’re connected to
• Smart Interviews, tasks, leads, or communications that involve you
This is ideal for:
• Attorneys who want to track client interactions
• Paralegals managing forms and case documents
• Support staff monitoring deadlines and next steps
⚡ Take Action Directly from Notifications
Every notification offers quick actions you can take without switching screens:
| Action | What It Does |
|---|---|
| Create Task | Assign a follow-up task based on the notification |
| Send Text Message | Message the client directly if a phone number is available |
| Add Tag | Organize the case or contact for better tracking |
| Create Time Entry | Log billable time immediately |
| Create Call Record | Add a phone call related to the event |
| Create Note | Document activity or important case updates |
For example:
When a client completes a Smart Interview, you can:
• Create a review task
• Send a congratulatory or follow-up text
• Log the activity as billable time
• Add a case note confirming completion
đź’ˇ All actions are linked directly to the relevant case or contact, ensuring context is always preserved.
âś… Best Practices
• Keep the Notification Center open in a second window to monitor real-time activity throughout the day.
• Use My Notifications for day-to-day tasks and Firm Feed for broader firm management.
• React promptly to new client activity (like portal logins or document uploads) to improve responsiveness and client satisfaction.
🧠Summary
| Feature | Firm Feed | My Notifications |
|---|---|---|
| Scope | Entire firm | Logged-in user only |
| Use Case | Admin oversight, firm operations | Case management, paralegal/attorney workflow |
| Actions | View, assign, message, log, note | Same full set of actions |
| Best For | Firm Managers | Attorneys & Paralegals |
With the Notification Center, you don’t have to dig for updates or worry about missing client activity. It brings visibility and control right to your fingertips—so you can manage proactively and work efficiently.
James