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PBI Web Portal Attorney Profiles

From Prime 16 Online User's Manual

What if an attorney forgets his password?

An attorney can use the password retrieval system in the website to retrieve a forgotten password. The attorney may also call the organization for that information. The lawyer’s form does not display the password in a clear text format; however, staff can reset that password by deleting the information in the password box and typing in a new password for the attorney.

File:Retrieve Password.mp4

Can an attorney edit his profile (i.e., lawyer record in Prime)?

When an attorney edits his profile on the Portal, those changes are immediately made to his lawyer record in Prime. Notification of the change to the profile is sent by email to staff. Of course, staff may also edit an attorney’s profile by editing the information in the lawyer record.

File:Account Profile Settings - Change Profile.mp4

Can an attorney change the counties in which he will practice?

Changes by an attorney to counties result in an immediate change to the lawyer record in Prime, in addition to an email being sent to staff notifying them of the change to the attorney’s counties. Of course, staff may also edit this information in the lawyer record.

File:Account Profile Settings - Change Counties.mp4

Can a PBI attorney change the subjects in which he will practice?

Changes by an attorney to subjects result in an immediate change to the lawyer record in Prime, in addition to an email being sent to staff notifying them of the change to the attorney’s subjects. Of course, staff may also edit this information in the lawyer record.

File:Account Profile Settings - Change Types of Cases.mp4

Can a PBI attorney change his password to log on?

An attorney who has successfully logged on to the web portal may choose to change his password in the system. He must re-enter the current password to do that. Of course, staff may change the password for the attorney by opening the lawyer record, going to PBI Website Information tab and changing the password entered into the password field. The field does not show up in plain text, so staff cannot read existing passwords from within the lawyer record.

File:Account Profile Settings - Change Password.mp4

Can a PBI attorney change his security question and answer?

An attorney who has successfully logged on to the web portal may choose to change the security question and answer. Of course, staff may change the Security Question and Answer for the attorney by opening the lawyer record, going to the PBI Website Information tab and changing the Security Question and Answers entered into the corresponding fields.

File:Account and Profile - Security Question and Answer.mp4