PrimaFacie provides a full library of US Immigration Forms that can be auto-completed with information on your Contacts and Matters in Clio. PrimaFacie also offers immigration case management features including date and USCIS receipt number tracking.
To sign up for a free 15 day trial, visit www.primafacienow.com.
Connecting PrimaFacie to Clio
Once you have signed up for a PrimaFacie account, log in and click on your name at the top right corner. In the dropdown menu, click "Administrator Panel".
On the "Admin Console", click on the "Clio" tab, then click on the "Connect" button.
When prompted, click on the green "Yes, Let's Connect" button.
* If you are not already logged in to your Clio account, you will be prompted to log in before you can authorize the connection.
Once you have authorized the connection between PrimaFacie and Clio, refresh the PrimaFacie console.
Next, you can click the "Import Custom Fields" button to import your Clio Custom Fields into PrimaFacie. You can then match up your Clio Custom Fields with fields in PrimaFacie.
For more information about using PrimaFacie, including tutorial videos, visit the PrimaFacie Support site.