Prima.LawBrevort River Studios
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Related Products
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About
We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes.
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About
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data
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Audience
Law firms looking for a legal case management solution to facilitate and optimize their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution
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Company InformationBrevort River Studios
Founded: 2014
United States
prima.law/
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Categories |
Categories |
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Integrations
Clio
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
HubSpot Marketing Hub
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
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Integrations
Clio
Dropbox
Gmail
Google Calendar
Google Docs
Google Forms
HubSpot Marketing Hub
Microsoft 365
Microsoft Azure
PracticePanther Law Practice Software
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