Legal Libraries

• USCIS Immigration Forms : A complete library for all immigration pathways, kept up to date with the latest agency revisions.
  • Go to Immigration Library
• California State & County Library: Includes every state-level form and specific forms for all 58 California counties.
  • Categories covered: Civil, Criminal, Family Law, Probate, Small Claims, and more.
  • Go to California Library
• Federal Court (FedCourt): Standardized forms for litigation and filings in U.S. District Courts.
  • Go to FedCourt Library
• Social Security Administration (SSA): Forms for disability claims, benefits, and administrative appeals.
  • Go to SSA Library
• Bankruptcy: Comprehensive sets for Chapter 7, 11, and 13 filings.
  • Go to Bankruptcy Library

When and How Libraries Are Added

Libraries can be added either during initial account creation or at any time afterward through the Admin Console. Nothing is permanent during trial and all settings can be changed later.

Adding Libraries During Account Creation

When creating a new Prima.Law account, you are prompted to select which libraries you want to include in your trial before entering a payment method.

1. Create your account and begin the setup flow.
2. Select any libraries you want to test (for example, Immigration).
3. Continue through the setup screens.
4. On the final screen, assign selected libraries to the main user and any additional users if you added more Core subscriptions.

If this step is skipped, libraries can still be managed later without issue.

Managing Libraries After Signup

All subscription and library management is handled through the Admin Console, which is accessible only to administrators.

Accessing the Admin Console

1. Click your username in the top-right corner of Prima.Law.
2. Select Administrator Panel.
3. You will land in the Admin Console.

Subscription Tab

The Subscription tab controls Core subscriptions and legal libraries.

Core Subscription Rules

• At least one Core subscription is required to access Prima.Law.
• Core subscriptions are per user.
• The number of Core subscriptions must match the number of active users.

Users who only need managerial access (tasks, follow-ups, case status review) can be assigned Core only and do not need a library. These users will not be able to create cases, edit forms, or access library content.

Adding or Updating Libraries

1. Locate the desired library in the Subscription tab.
2. Adjust the quantity as needed.
3. Repeat for additional libraries if applicable.

After making changes, click Subscribe on each modified row or click Subscribe / Update at the top. This refreshes the subscription and applies changes.

Assigning Libraries to Users

After libraries are added, switch to the Users tab in the Admin Console.

Inviting Users

1. Confirm enough Core subscriptions exist.
2. Invite the user by email.
3. The user activates their account via email or can be activated manually by an administrator.

Assigning Libraries

1. Locate the activated user.
2. Click Actions on the right side of their row.
3. Assign any available libraries.
4. Save changes.

Only assigned libraries are accessible to a user.

Creating Cases Using Libraries

Libraries become usable when creating cases.

From the Case Management Board

1. Click New Case.
2. Select the contact.
3. Choose the library.
4. Select a case type from that library.
5. Create the case.

From a Contact Page

1. Open a contact.
2. Click Create New Case.
3. Select the library and case type.
4. Create the case.

Case Type Structure

Each case type may include:

• A guided flow showing step-by-step progress
• A checklist of supporting documents
• A list of required or optional forms

These tools help standardize work and track progress.

Working With Forms

Inside a case, navigate to the Forms tab.

Adding Forms

1. Click New.
2. Select the library.
3. Search by exact form name (for example, I-485) or keyword such as Adjustment, VAWA, or Renewal.
4. Select and add the form.

Forms from any assigned library can be added, regardless of the original case type.

Smart Interviews

Some libraries include Smart Interviews, which are client-facing questionnaires used to capture information and autofill forms.

Viewing Interviews

1. Open the Smart Interviews tab inside a case.
2. Click All Available Interviews in the top-right corner.

If a needed interview is missing, send suggestions to support@prima.law.

Ongoing Updates

Prima.Law continuously updates all libraries based on official agency and court revisions. Most updates are completed within one business day and no later than two business days after release.

Forms With “Online Filing” Versions

Some government forms in Prima.Law include two separate versions in the Forms library:

• A standard PDF version, and
• An “Online Filing” version

Only the Online Filing version supports e‑filing through the Prima.Law Chrome Extension and will display the Send to Extension button.

Why this happens

Certain agencies (DOL, USCIS, CEAC, etc.) use different layouts, field structures, or workflows for their online filing systems compared to the standard PDF forms. When this occurs, Prima.Law provides a dedicated Online Filing version so the Chrome Extension can correctly map and autofill the fields used in the agency’s online portal.

This does not apply to every form—only those where the online version differs significantly from the PDF.

How to ensure you’re using the correct version

If you expect a form to support e‑filing but do not see the Send to Extension button:

1. Go to the Forms tab in your case.
2. Click New.
3. Search for the form name.
4. Look for a version labeled “Online Filing”.
5. Add that version to the case.

Once the Online Filing version is added, the Send to Extension button will appear normally.

When to use this

Whenever you plan to e‑file a form using the Prima.Law Chrome Extension, always check whether an Online Filing version exists and select that one.

Key Takeaways

• Core subscriptions control user access.
• Libraries control legal content.
• Only administrators manage subscriptions and libraries.
• Libraries must be assigned to users to be usable.
• Libraries power cases, forms, and Smart Interviews.

NOTE: Accessing any Immigration Form in Prima.Law requires an existing contact and case. If you only need to open a specific form—for example, to review or complete it—you may create a temporary “dummy” contact and case, then go to the case’s Forms tab and select New to access the Immigration Library. These dummy records can be reused for this purpose. We do not recommend this workflow. Using real contacts and cases allows Prima.Law’s Autofill and automation features to populate forms accurately and streamline casework.