🛠️ Administrator Panel Overview in Prima.Law
The Administrator Panel in Prima.Law gives firm administrators powerful tools to manage users, subscriptions, custom settings, integrations, billing, and more. This article will walk you through everything available in the admin area and how to configure it to fit your law firm’s needs.
Note: If you don’t see the Administrator Panel in your user menu, you are not currently designated as an administrator. Please contact your firm’s account owner to update your user permissions.
🔐 Accessing the Administrator Panel
1. Click your User Menu (top-right corner).
2. If you’re an admin, you’ll see Administrator Panel in the dropdown.
3. Click to enter and begin customizing your firm settings.
👤 Personal & Firm Information
Personal Info
• Similar to your user profile.
• Includes name, email, profile photo, phone number, etc.
Firm Info
• Upload your firm logo (used on printed materials like bills, notes, invoices).
• Enter your firm name, address, and notification email (e.g., [email protected]).
• Add a law firm slogan and YouTube channel link (optional but helpful for client-facing content).
• Enable 2FA (Two-Factor Authentication via SMS)—recommended for all users.
🧾 Subscription & Licensing
Manage your Prima.Law subscription with flexibility:
• View current usage by module (Core, Immigration, California, etc.).
• Assign licenses to users (each library requires its own license).
• Choose between monthly or yearly billing.
• Update payment methods.
• Cancel or modify subscription directly from this section.
👥 User Management
• Add or remove users.
• Assign module access (e.g., Core, Immigration, California).
• Define roles: Admin, Attorney, Paralegal, etc.
• Control access to features like billing, deletion permissions, and more.
• Promote a user to Administrator by editing their role in the Users tab.
📁 Custom Case Types
Streamline workflows with Custom Case Types:
• Predefine forms, checklists, and case steps for different scenarios.
• Build from scratch or import from over 140 predefined case types.
• Modify and tweak to suit your firm’s process.
Example: Create a custom “42B EOIR Case Type” with selected immigration forms and related checklist items.
📝 Custom Fields
Capture firm-specific data using Custom Fields:
• Add custom fields at the Contact, Case, or Matter level.
• Ideal for firms that track unique data points not included in default fields.
• Compatible with CRM integrations like Cleo and PracticePanther.
🔌 Integrations
Prima.Law integrates seamlessly with key tools:
| Integration | Function |
|---|---|
| PrimaPay | Accept credit cards & ACH payments |
| Twilio | Send/receive text messages from within Prima |
| Zapier | Automate workflows across apps |
| Google Calendar | Sync events with your Google Calendar |
| Cleo & PracticePanther | Import/export contact & matter data |
💰 Accounts & Billing Setup
• Create at least one business account for billing transactions.
• Define default hourly rates by role (e.g., paralegals, attorneys).
• Track client payments, trust balances, and invoices.
• Generate reports:
• Client Ledger
• Trust Ledger
• Account Ledger
For trust accounting setup, see our dedicated Trust Accounting Guide.
🌐 Client Portal Customization
• Upload a background image and logo to personalize the client portal.
• These images display on your firm’s portal landing page.
🧪 Lab (Beta Features)
Explore experimental or in-progress tools released in the Lab section:
• Try out new features before official rollout.
• Great for tech-savvy firms who want early access to innovations.
🧾 Managing Permissions
Define detailed permissions for each user role:
• Control who can delete cases, modify billing, or access specific boards.
• Tailor access per user for enhanced security and operational clarity.
🎯 Summary of Admin Capabilities
| Feature | What You Can Do |
|---|---|
| Firm Info | Brand your firm’s documents and communications |
| User Management | Add, edit, and define user roles and permissions |
| Subscriptions | Manage licenses, plans, and payments |
| Custom Case Types | Build reusable templates for efficiency |
| Integrations | Connect Prima with other tools (Zapier, Twilio, etc.) |
| Custom Fields | Capture unique firm-specific information |
| Billing | Define rates, track payments, and print ledgers |
| Client Portal | Customize portal visuals |
| Lab Tools | Test upcoming features |
| Permissions | Control access based on roles |
🧠 Final Tip
If you’re responsible for managing your firm’s Prima.Law setup, bookmark the Administrator Panel—it’s the heart of customization and user management.
Need help with any admin features? Open the chatbot in the bottom corner or 📞 schedule a support call with our team.
James