Core Workflow (Contacts & Cases)
The Core Workflow section covers the daily operational engine of your firm inside Prima.Law. This is where case management, contact organization, and structured workflows come together to create efficiency, consistency, and visibility across your practice.
In this category, you’ll learn how to:
- Create and manage contacts (individuals and companies)
- Open and structure cases properly
- Use case statuses and meta statuses effectively
- Organize workflows using case flows and checklists
- Maintain clean, accurate records for long-term efficiency
Mastering your Core Workflow ensures that nothing falls through the cracks. When contacts are structured correctly and cases are built properly from the start, every downstream process (forms, billing, communication, reporting) becomes significantly easier.
If you are new to Prima.Law, start here. If you are optimizing your processes, revisit this section regularly.