---
title: "Training 101: Where to get help."
url: "https://primalaw.productfruits.help/en/article/629d3e06-c98e-4e5e-b53a-86bf5a886ca4"
language: "en"
last_updated: "2026-05-11T16:25:45.882Z"
---

# Training 101: Where to get help.

[YouTube video](https://www.youtube.com/embed/ogxA8CuRHQs)

### **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”).
3.  **Report an Issue**: Use the form provided in the Help menu to report any technical problems. [\[Click Here to See It\]](https://prima.law/support-ticket/)
4.  **Schedule a Support Call**: Book a time to speak with a support team member.
5.  **Phone Support**: Call the number listed in the Help menu for immediate assistance.
6.  **Chatbot**: For instant help, ensure the chatbot feature is turned on:
7.  -   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.
8.  **Training Sessions**: Take advantage of the free training time offered when you begin your account.

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### **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.

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### **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.

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### **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.
3.  **Twilio**:
4.  -   Send and receive text messages directly within Prima.Law.
    -   Messages are stored in the client’s profile for seamless communication.
5.  **Other Integrations**:
6.  -   Zapier
    -   Google Calendar
    -   Practice Panther
    -   Clio

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### **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.

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### **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.

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### **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.

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### **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!