Case Management Features

You can now subscribe to our case-management features without a forms library.

Contact / Case Centered Design

Prima is built to handle your contacts, and their associated cases, even if they have had a lot. In the practice of immigration, it is common to have many cases for a client, and this functionality can also translate to other practice areas when clients have many legal needs that should be tracked as individual items.

Task Management

Dont’ get overwhelmed by the increasing list of tasks that need to be completed. Develop the habit of creating tasks for any open case, so as to not lose contact with your client. Use the task management features of Prima to make sure that you and your teem have easy visibility of the tasks that you have ahead of you.

Time Tracking / Billing / Invoices

If you do not already, start tracking time for all the events in your case. By adding your time to things like notes, tasks and phone calls you can quickly and efficiently generate beautiful invoices to send to your clients. Take the hassle and guesswork out of billing and

Trust Accounting

Trust accounting is the foundation of an ethical law practice. Unless you are for some reason exempt from this practice, you need tools to verify your compliance and your accuracy. Using the trust accounting tools of Prima allow you to collect payments from your clients (even in the complicated area of payment plans) and apply those funds to invoices you create based on the time and expenses of your case.

Client Portal

Use the client portal to share information and securely obtain documents from your clients.

Create Custom Case Types

Use the custom case type feature to create standardized case types where you can set the case steps, the checklists and (if you use the forms feature) forms that you will need for that case.

Package Assembly

Easily upload documents and exhibits and compile them into one .pdf with a table of contents, pagination and exhibit sheets. Prepare, edit and compile your trial exhibits, or other government submissions with ease.

*Coming Soon - LawPay

We are soon releasing our LawPay integration which will allow your clients to pay online and even autopay their invoices. Make collecting payment plan fees easy with LawPay and Prima.

*Coming Soon - Calendar

Everyone needs a calendar and so does Prima. That’s why we are now putting the finishing touches on our calendar to help you keep track of all your appointments and important events.

And, of course, if you need a collection of legal forms to autofill 🙂

We can create a custom set of forms for your firm, or we have the following libraries:

US Immigration
California (State and Counties)

Federal District Court – Including Bankruptcy
US Social Security Administration
*Coming Soon: Michigan and More

Start a free trial now!

Pricing

Monthly

Annually

$19

$ 10 Monthly, per user

Contact Management
Notes
Tasks
Zapier Integration
*Billing/Invoices
*Time Tracking
*LawPay Integration

Management