---
title: "Training 116: Overview of the Prima.Law Dashboard & User Interface"
url: "https://primalaw.productfruits.help/en/article/970d5217-3c7a-4a7c-b2b4-a444c6e3f66a"
language: "en"
last_updated: "2026-05-11T16:54:05.069Z"
---

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

[YouTube video](https://www.youtube.com/embed/jcNKaYQtke8)

**🏠 The Main Dashboard**

When you log in to Prima.Law, the first screen you’ll see is the **Dashboard**. Here’s what you can do from there:

**📦 Quick-Add Buttons**

• Use the **“+” icons** to quickly create new **contacts, cases, tasks, calls, and leads** directly from the dashboard.

**📅 Alerts & Upcoming Items**

• View **upcoming expiration dates** (like work permits or parole documents).

• See **tasks due today**, **recently completed tasks**, and **cases assigned** to you.

**📰 Product Announcements**

• Stay informed with the **News Slider**, where we share updates like:

• New form releases

• Product enhancements

• Feature rollouts such as **online filing support**

> 📌 You can minimize the slider if it’s in your way—but we recommend checking it regularly for important updates!

**📈 Priority Date Summary**

• A snapshot of **final action dates** and **filing dates** helps you track priority cases.

• Click through for a full list tailored to your firm.

* * *

**📂 Left-Hand Menu Navigation**

The side menu gives you access to all major modules of Prima.Law. Here’s a breakdown:

**🔍 Smart Search Bar**

• **Search by** contact name, partial name, phone number, or email.

• Matches from **external CRMs** like **Cleo** or **PracticePanther** also appear.

• Jump to **recently viewed contacts** and **cases** with a click.

**📋 Case Management Board**

• Visualize all open cases in one place with drag-and-drop functionality.

• Great for tracking progress and managing workloads.

**👥 Contacts & Leads**

• Use **smart tables** to filter, sort, group, and tag contacts.

• In the **Leads module**, manage incoming leads from:

• Your website

• Zapier integrations

• Admin panel forms

**✅ Tasks & 📞 Calls**

• Organize tasks by status (Pending, Completed, etc.).

• Record and assign incoming phone calls just like tasks—great for tracking client communication.

**📆 Calendar**

• View appointments and **sync your Google Calendar**.

• See expiration dates tied to key immigration documents (e.g., visas, green cards, work permits).

**🛠️ Custom Roles**

Perfect for immigration attorneys:

• Add interpreters, friends of the court, prosecutors, opposing or co-counsel attorneys, and judges to auto-fill relevant form fields.

**💳 Billing Module**

• Manage **invoices**, **transactions**, **payment plans**, and other financial data from one place.

**📊 Analytics**

• Run **efficiency and performance reports** to measure firm productivity.

**🌐 Immigration Tools & USCIS Receipts**

• Access useful links for immigration resources.

• View and manage all **USCIS receipt numbers**—track updates and keep clients informed.

* * *

**🔝 Top Menu Features**

**🆘 Help Menu**

Links you to:

• Chat support

• Help articles

• Report issues

• Schedule calls

(See our separate [Support Help Guide](https://support.prima.law/support-home/training-116-overview-of-the-prima-law-dashboard-user-interface/#) for more details)

**☎️ Calls, ✅ Tasks, 🔔 Notifications**

• View calls or tasks **assigned to you**

• Use the **Notification Center** to track firm-wide activity:

• Client portal logins

• Calendar events

• Contact and case changes

• Task completions

• USCIS receipt updates

* * *

**👤 User Menu Options**

Accessible in the top-right corner of your screen:

• **Admin Panel** (visible only to admins)

• **Edit Profile & Change Password**

• **Toggle Dark Mode**

• **Chatbot On/Off**

• **Log Out**

> 🔐 If you’re not listed as an administrator but need access, please contact the main account holder at your firm.

  

![](https://cdn-assets.productfruits.com/d20dafab-a653-4f83-a998-ee972789555a)