Email Sync & Email List (Gmail & Outlook)

What email integration does

With email sync enabled, you can:

• send and receive emails inside Prima.Law
• attach files directly to emails
• reply without leaving the system
• automatically store all email history in the contact profile

This reduces inbox switching and keeps communication centralized.

Supported providers

• Gmail
• Outlook / Microsoft 365

Prima.Law is verified by both Google and Microsoft.

Connecting your email (Admin users)

1. Open the Administrator Panel.
2. Go to Integrations.
3. Find Prima Mail Service and open Settings.
4. Choose Gmail or Outlook.
5. Authenticate and grant permissions.

Once connected, Prima.Law can send and receive emails on your behalf.

Connecting email (Non-admin users)

Non-admin users can connect their email without admin access:

1. Open the Email List from the left sidebar.
2. Click Settings.
3. Add your email account and authenticate.

Sending and managing emails

• Emails can be sent from the Contact Page or within a case.
• All sent and received emails appear under Communications → Emails.
• You can reply, attach files, and CC recipients directly from Prima.Law.

Outlook signature editor

For Outlook-connected accounts:

1. Open the Email Hub from the sidebar.
2. Click Settings (top right).
3. Select Manage Outlook Signature.
4. Paste or create your signature.
5. Save.

Gmail users will continue using their Gmail signature.

Important email best practice

Avoid creating contacts that use the same email address as a Prima.Law user.
This can cause syncing and visibility issues.

If the email is not used to log into Prima.Law, it’s safe to use for contacts.