Client Communication & Intake

Leads (Lead Management)

Integrations & Billing

Maya: Your AI-Powered Assistant

Autofill Overview

Troubleshooting & Support

Powering Your Law Firm with the Zapier & Prima.Law Integration

Connecting Gmail to Prima.Law via Zapier

Syncing Finances: Prima.Law and QuickBooks Online

Calendar Synchronization: Calendar and Prima.Law

Capturing and Converting Leads into Cases

Billing & PrimaPay+

Clio Integration Guide

How to Properly Set Up Contacts for a Family-Based Petition

Autofill & Reverse Autofill Feature

Email Integration (Gmail & Outlook)

How to Properly Set Up Contacts for a Company-Based Petition

Using the Prima.Law Chrome Extension

USCIS Receipts

Chrome Extension

Core Workflow (Contacts & Cases)

Smart Interviews

Addendums & Supplemental Pages

Practice Panther Integration Guide

Training 101: Where to get help.

Training 102: Organization of Contacts and Cases

Lead Overview & Strategy in Prima.Law

Training 103: Subscription Management

Client Portal

Using the Case Management Board

Email Sync & Email List (Gmail & Outlook)

Introduction to Prima.Law

Training 104: Creating your first Contact and Case

Legal Libraries

SMS Messaging (Text Messaging with Twilio)

USCIS Receipt Tracking

Training 105: Intro to building efficient cases in Prima.Law

Training 108: Sharing Forms In The Client Portal

Building Efficient Cases in Prima.Law

First Login & Profile Setup

System Requirements & Browser Compatibility

Agency & Workspace Settings

Adding Users & Managing Permissions

How to Get Help

Training 106: Client Portal and Checklists

Creating Your First Case

Naming Conventions Best Practices

Creating & Managing Contacts (Individual vs. Company)

Best Practices for Contact Data Hygiene

Case Statuses & Archiving Procedures

Common Issues & Quick Fixes

Understanding User Permissions

How to Contact Support & Escalate Issues

How to Correctly Select Relationships When Creating Related Contacts

Inviting Clients & Permission Management

The Portal Experience – Lawyer vs. Client View

Smart Interviews & Data Intake

File Sharing

AI Review in Prima.Law

PrimaPay+ (via Confido)

Clio Integration

Training 107: Smart Interviews

Tasks Management

Creating a Custom Case Types

Package Assembly

Logging Tasks, Notes, and Phone Calls

How to Make the most out of Maya

Training 110: Editing Forms

Training 111: Package Assembly and Generating the Final Product

Training 112: Case Management Board

Training 113: Task Board, Call Board and Contact Tables

Training 114: Leads Collection and Management

Training 115: How to Get Help Using Prima.Law

Training 116: Overview of the Prima.Law Dashboard & User Interface

Training 117: Using the Notification Center in Prima.Law

Training 118: Using the Administrator Panel in Prima.Law

Autofill & Reverse Autofill

Using the Notification Center to Track Recent Activity in Prima.Law

Adding & Tracking Priority Dates

Uploading & Managing Files

Using Important Notices

Training 100: Introduction to Training

Get yourself acquainted with Prima.Law and its amazing features starting with the very basics.

Getting Started

Account & Security

Team Management

Key articles to make the best use of Prima.Law and et up an efficient workflow

Contact Management

Case Lifecycle

Daily Operations

Autofill

General descriptions of Prima.Law features

Core Legal Features and Libraries

Communication & Intake

Intake Tools & File Sharing

Leads

Lead Management

Connecting Prima to your external ecosystem

Financial Integrations & Others

Email & Productivity

Zapier

Technical Fixes

Escalation

Welcome to the Training Hub. This section is designed to help your team master Prima.Law and maximize operational efficiency through structured learning resources

Training

<img src="https://cdn-assets.productfruits.com/8604ac62-5f6c-4d2c-93d8-eb96ebfc96cc" alt="" class="lexical-inline-image position-full" style="z-index: 20;"><h3 class="LexTKB__h3" dir="ltr">1. AI-Powered Chatbot</h3>Maya uses advanced artificial intelligence to answer your questions in real-time. Whether you need to find a specific setting or understand how a feature works, Maya provides immediate guidance without you having to wait for a support agent.<h3 class="LexTKB__h3" dir="ltr">2. Integrated Knowledge Base (Articles)</h3>Maya provides direct access to our extensive library of help articles.<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Instant Search: You can search for tutorials on Package Assembly, Legal Libraries, or Email Sync directly within the chat interface.</li><li value="2" class="LexTKB__listItem">Step-by-Step Guides: Access visual walkthroughs and documentation to resolve technical queries on the fly.</li></ul><h3 class="LexTKB__h3" dir="ltr">3. Feedback &amp; Bug Reporting</h3>Maya serves as your direct line to our engineers.<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Bug Reports: If you encounter a technical issue, you can report it through Maya to ensure our dev team tracks and fixes it promptly.</li><li value="2" class="LexTKB__listItem">Feature Requests: Have an idea to make Prima.Law better? Use Maya to submit your feedback and suggestions for future updates.</li></ul>

<h3 class="LexTKB__h3" dir="ltr">Intelligent Package Analysis</h3>This feature allows users to perform an automated review of documents generated within the system. By leveraging artificial intelligence, Prima.Law can analyze the content of complex files—such as assembled immigration packages—to help staff identify key information or answer specific questions about the documentation provided.<h3 class="LexTKB__h3" dir="ltr">Integrated Accessibility</h3>The AI Review capability is directly integrated into the document management workflow. Users can find this feature within the "Package Assembly" tab of any case page. Next to each generated package, a dedicated "AI Review" button allows for the immediate launch of the analysis interface for that specific document.<h3 class="LexTKB__h3" dir="ltr">Secure Conversational Interface</h3>Once activated, the system opens a dedicated "AI Case Review" interface. Within this secure environment, users can:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Interact with the Document: Use the conversational history bar to ask specific questions about the analyzed package.</li><li value="2" class="LexTKB__listItem">Maintain Privacy: Benefit from an AI engine that operates under the firm's security protocols, ensuring sensitive client data remains protected.</li><li value="3" class="LexTKB__listItem">Export Findings: For record-keeping, users can utilize the "Export as PDF" option to save the AI's analysis and conversation history.</li></ul><h3 class="LexTKB__h3" dir="ltr">User Personalization</h3>The AI Review interface is designed for professional use, allowing users to select themes (Light or Dark mode) to suit their viewing preference while reviewing extensive documents.

<h3 class="LexTKB__h3" dir="ltr">How Autofill works</h3>Autofill pulls data from the contact database and places it into the appropriate fields on immigration forms.To autofill a form:<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Open a case and go to the Forms tab.</li><li value="2" class="LexTKB__listItem">Select a form.</li><li value="3" class="LexTKB__listItem">Assign the correct roles (petitioner, beneficiary, etc.).</li><li value="4" class="LexTKB__listItem">Click Autofill.</li></ol>The system fills the form using the information stored in the contact profile.You can also:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">re-autofill a single form, or</li><li value="2" class="LexTKB__listItem">use Autofill All to refresh every form in the case.</li></ul><img src="https://cdn-assets.productfruits.com/9048f7cf-4406-48d9-9a12-9178f467a3e6" alt="" class="lexical-inline-image position-full" style="z-index: 20;"><h3 class="LexTKB__h3" dir="ltr">Where Autofill gets its data</h3>Autofill uses data stored in the contact profile, which can come from:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Manual entry in contact or case tabs (addresses, family, employment, immigration history, etc.)</li><li value="2" class="LexTKB__listItem">Smart Interviews completed by clients or staff</li><li value="3" class="LexTKB__listItem">Reverse Autofill from forms (explained below)</li></ul>Keeping contact data accurate ensures clean autofill across current and future cases. <h3 class="LexTKB__h3" dir="ltr">Reverse Autofill (data flows back to the contact)</h3>Reverse Autofill allows you to update the contact database directly from a form.When enabled:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Fields highlighted in purple are database-linked.</li><li value="2" class="LexTKB__listItem">Any changes made in those fields are automatically saved to the contact.</li><li value="3" class="LexTKB__listItem">No manual save is required.</li></ul>This ensures:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">consistency across all forms</li><li value="2" class="LexTKB__listItem">updated data for future cases</li><li value="3" class="LexTKB__listItem">fewer corrections later in the process</li></ul><img src="https://cdn-assets.productfruits.com/e7f56729-c877-43db-a189-83d78a633350" alt="" class="lexical-inline-image position-full" style="z-index: 20;"><h3 class="LexTKB__h3" dir="ltr">Important Reverse Autofill warning</h3>If Reverse Autofill is ON:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Do not delete or leave blank name fields (applicant, beneficiary, etc.).</li><li value="2" class="LexTKB__listItem">Doing so will erase the name from the contact record.</li></ul>If you need to modify a name make sure to do so immediately, leaving the Name fields blank will save the Contact's name as such and will make it difficult to search it.<h3 class="LexTKB__h3" dir="ltr"> How to find a “missing” contact</h3>Because forms are always linked to a case, the contact can almost always be recovered through the case.To locate the contact:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Go to the Case Management Board, or</li><li value="2" class="LexTKB__listItem">Review your recent cases list</li></ul>Use any information you remember to narrow it down:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Case name</li><li value="2" class="LexTKB__listItem">Case type</li><li value="3" class="LexTKB__listItem">Assigned attorney or paralegal</li><li value="4" class="LexTKB__listItem">Status or Meta Status</li></ul>Once you identify the case:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Open the Case Page</li><li value="2" class="LexTKB__listItem">Click the contact name area (the name is always clickable, even if partially blank)</li><li value="3" class="LexTKB__listItem">This will take you to the Contact Page</li></ul>From there:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Edit the contact</li><li value="2" class="LexTKB__listItem">Restore the correct first and last name</li><li value="3" class="LexTKB__listItem">Save the contact</li></ul>After restoring the name:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Return to the case</li><li value="2" class="LexTKB__listItem">Open the Forms tab</li><li value="3" class="LexTKB__listItem">Use Autofill again to repopulate the form fields</li></ul><h3 class="LexTKB__h3" dir="ltr">Best practices to avoid this issue</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Do not leave name fields blank when Reverse Autofill is enabled</li><li value="2" class="LexTKB__listItem">If you need to change a name, replace it immediately rather than clearing it first</li><li value="3" class="LexTKB__listItem">Pay close attention to which role a field belongs to when editing forms</li><li value="4" class="LexTKB__listItem">Be especially careful not to overwrite:</li><li value="5" class="LexTKB__listItem LexTKB__nestedListItem"><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Beneficiary names with petitioner data</li><li value="2" class="LexTKB__listItem">Petitioner names with beneficiary data</li></ul></li></ul>Reverse Autofill is a powerful tool, but it should be used intentionally. Understanding which contact a field belongs to helps prevent accidental data changes and keeps your contact database clean and searchable. <h3 class="LexTKB__h3" dir="ltr">Recommended workflow (most efficient)</h3><ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Enter any information you already have into the contact.</li><li value="2" class="LexTKB__listItem">Autofill the form after assigning roles.</li><li value="3" class="LexTKB__listItem">Generate a Smart Interview from that form.</li><li value="4" class="LexTKB__listItem">The interview will already contain existing data.</li><li value="5" class="LexTKB__listItem">The client only completes missing or incorrect sections.</li><li value="6" class="LexTKB__listItem">Review and import the interview data.</li></ol>This avoids asking clients for information you already have and keeps the database clean.

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