This course will discuss the different teams you should have in your law firm and the roles that they fill to and how they use Prima.Law to make your firm more efficient and profitable.
This course will provide information on how to update your law firm with best practices for managing automations. At the current time we have certain automated actions in Prima.Law already with even more possible via Zapier and Ai tools.
This course will show how to use:
electronic payments
Billing
Invoices
Trust accounting
Trust / Client Reports
Quickbooks integration via zapier
This course will go into depth on the best ways to be managing your caseload inside of prima.law. There are a number of options that you have when deciding how to do this, and in this course we are going to teach some best practices with the built-in tools that prima.law provides so you can not only start creating cases but managing your whole caseload effectively.
In this case we show all the ways you bring data into Prima.Law and then use that to flow into Package Assembly, and E-Filing.
This course will give you the information you need to get started on building leads, contacts and cases inside of Prima.law.
This is one of the very fundamental courses and all of your staff should go through it.
This is the course a user of Prima.Law should start with.
This course is going to give you an overview of the best practices for case production while using Prima law. We're going to go over all the ways that you will get data into Prima, which will be a combination of paralegal, attorney and client efforts, and how we efficiently handle that to create the finished product for you to submit to the government.