Client Communication & Intake
Client Communication & Intake focuses on how you interact with clients securely and efficiently throughout the lifecycle of a case. Prima.Law centralizes communication tools so you can gather information, share updates, and maintain organized records without relying on scattered external platforms.
In this category, you’ll learn how to:
- Use Smart Interviews for structured data intake
- Share cases and documents through the Client Portal
- Maintain clean communication records per contact and case
Clear communication is one of the most important components of client satisfaction and internal efficiency. This section helps you build a professional, secure, and organized communication workflow inside Prima.Law.
If your goal is to reduce back-and-forth emails, eliminate confusion, and keep everything documented in one place, this section is essential.