Training 110: Editing Forms

Filling Forms, Data Entry and Reverse Autofill in Prima.Law

Building efficient cases in Prima.Law relies on seamless data entry and smart use of features like reverse autofill. Here’s a guide on how attorneys and staff can input and manage client data to maximize efficiency.

1. Using Smart Interviews for Data Entry

Smart Interviews aren’t just for clients—they’re also a powerful tool for attorneys and staff to input data:

• Fill Out Smart Interviews: Click Edit, fill out all sections, and then send the interview for review.
• Review and Import: Once completed, the system allows you to review the data and import it into forms seamlessly.

This method is ideal for structured data collection and ensuring information flows directly into the forms.

2. Manual Data Entry in Tabs

Another common way to enter data is by using the various tabs within the case interface:

• Navigate to the Relevant Tab: Input data into specific tabs like addresses, marriage history, family members, or immigration history.
• Example: For criminal history or priority dates, enter the data directly in the respective tab.

Data entered here is stored in the database and auto-populated into forms when needed.

3. Direct Form Editing with Reverse Autofill

For quick and flexible data entry:

• Go to the Forms Tab: Select the form you’re working on (e.g., Form I-130).
• Assign Roles: Ensure the petitioner and beneficiary are linked to the form. Related contacts must be added to the case to appear in the role selection.
• Edit the Form Directly: Input data directly into the form fields. Purple fields indicate they are linked to the database via reverse autofill.

Key Features of Reverse Autofill:

• Auto-Save: Data entered into purple fields is automatically saved in the database. No need to click “Save.”
• Consistency Across Forms: Once saved, the data will populate across all relevant forms in the case.
• Error Correction: If incorrect data is entered, modifying it updates the database instantly.

4. Interface and Navigation Tips

• Form Layout: Adjust the view to display one full page or full width, depending on your monitor setup.
• Field Customization: Control font size for longer names or entries.
• NA Functionality: Automatically insert “N/A” into blank fields when generating packages. This feature can be toggled on or off as needed.

5. Generating Addendums

For clients with extensive histories (e.g., multiple addresses or marriages):

• Auto-Generate Addendums: Use the addendum feature to automatically include additional sections.
• Edit Addendums: Make manual adjustments for accuracy and completeness.

6. E-Filing with the Chrome Extension

Prima.Law offers a Chrome extension to simplify e-filing:

• Install the Extension: Use it to communicate with government websites.
• Send Forms to the Extension: Use the button on the form interface to prepare it for e-filing.

7. Updating Forms with Autofill

• Click Autofill: Update forms with the latest data from the database. If reverse autofill was used, this process is seamless and prevents overwriting.
• Download and Review: Download completed forms to review before submission.

8. Best Practices for Data Entry

• Review Data Before Importing: Whether using Smart Interviews or manual entry, double-check information to ensure accuracy.
• Encourage Collaboration: Use printable questionnaires or Smart Interviews to gather data efficiently from clients.
• Utilize Reverse Autofill: Ensure this feature is always turned on to save time and maintain consistency.

By leveraging these features, you can streamline data entry, reduce errors, and build more efficient cases in Prima.Law. Start using these tools today to save time and enhance your workflow!