Autofill & Reverse Autofill Feature
An intelligent system that maps client data to all forms and allows you to update the case record directly from changes made within a form.
Autofill
Our Autofill system leverages advanced data modeling to populate your library’s forms instantly. By using standardized models—such as client_first_name—Prima identifies the specific roles assigned to a contact and maps their details directly onto the document.
- How it works: When you assign a contact to a role (e.g., Petitioner or Beneficiary), Prima scans the form for matching data models. If a match exists, the system pulls the information from the contact profile and completes the field automatically.
- The Benefit: Reduces document preparation time by up to 80% and guarantees data consistency across all forms in a filing package.
Reverse Autofill
Unlike static systems where forms are the final stop for data, Prima makes your forms interactive. Reverse Autofill allows you to update your master database directly from within the document you are currently editing.
- How it works: If you discover new information or a typo while filling out a form, you can edit the field right there. If that field is linked to a model (like client_phone_number), Prima will sync that new data back to the contact profile automatically.
- The Benefit: Your source of truth is always up to date. You no longer need to jump back and forth between tabs to keep your client records current.