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:
2. • 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:
6. • 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:
2. • Accept online payments, e-checks, and set up autopay.
   • Create payment plans with promissory notes for secure billing.
2. Twilio:
3. • Send and receive text messages directly within Prima.Law.
   • Messages are stored in the client’s profile for seamless communication.
3. Other Integrations:
4. • 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!