Getting Started with CampLegal: Your First 48 Hours

Welcome to CampLegal!

Congratulations on joining the most powerful immigration case management platform built specifically for immigration law firms. This guide will walk you through everything you need to do in your first 48 hours to get your firm fully set up and running smoothly.

By the end of this guide, you will have:

•Your firm profile configured

•Your team members added and assigned roles

•Your first case created

•Your calendar, email, and billing integrations connected

•Your client portal ready for clients to use

Step 1: Log Into Your Firm Portal (5 minutes)

1.Navigate to lawyer.camplegal.com in your web browser.

2.Enter the email address and temporary password provided in your welcome email.

3.You will be prompted to create a new password. Choose something secure — CampLegal supports two-factor authentication (2FA), and we strongly recommend enabling it under Settings > Security.

4.Once logged in, you'll land on your Dashboard — this is your command center.

Pro Tip: Bookmark lawyer.camplegal.com for quick access. CampLegal works best on Google Chrome or Microsoft Edge.

Step 2: Configure Your Firm Profile (10 minutes)

Your firm profile appears on invoices, letters, and client-facing documents, so it's important to set this up first.

1.Click the Settings gear icon in the left sidebar.

2.Select Firm Profile.

3.Fill in the following:

•Firm Name — Your official law firm name

•Address — Street, City, State, ZIP

•Phone Number — Main office line

•Email — Primary firm email

•Logo — Upload your firm logo (recommended size: 300x100px, PNG or JPG)

•Website — Your firm's website URL

4.Click Save.

Important: Your firm name and logo will appear on all invoices and trustvoices sent to clients. Double-check spelling and formatting.

Step 3: Add Your Team Members & Assign Roles (10 minutes)

Every person at your firm who needs access to CampLegal should be added as a user. CampLegal uses two types of roles — User Roles (what they can access in the system) and Billing Roles (what they can do with billing and invoices). Each team member gets one of each.

User Roles

User Role	What They Can Access
Owner	Full access to everything in CampLegal with no limitations.
Admin	Full access to everything. Can make changes to staff members' profiles.
User	Cannot access certain admin parts of the system or the overall activity feed. Can access all cases, all contacts, and all leads. Cannot make changes to staff members' profiles.
User - Linked Cases Only	Can only access cases they are linked to. Can access all contacts and all leads. Cannot see cases they are not assigned to.
Lead Management Only	Can only access all contacts and all leads. No access to cases or invoices.

Billing Roles

Billing Role	What They Can Do
Billing	Full access to everything including the Dashboard Overview.
Billing Admin	Full access to everything minus the Dashboard Overview.
Billing View and Accept Payment	Can view payments and invoices and accept payments. Cannot create invoices.
Billing View	Can view payments and invoices only. No ability to create or accept payments.
Billing Admin Lite	Can create invoices up to a capped amount (defaults to $500, but can be adjusted to a custom amount). Ideal for roles like a Receptionist who need to create smaller invoices. If no limit is needed, use Billing Admin instead.

How to Add a Team Member

1.Go to Settings > User Management.

2.Click Add User.

3.Enter the team member's Full Name and Email Address.

4.Select their User Role and Billing Role from the tables above.

5.Click Send Invite — they'll receive an email to create their account.

Recommended Role Combinations

Team Member	User Role	Billing Role
Firm Owner	Owner	Billing
Managing Partner	Admin	Billing
Attorney	User	Billing Admin
Paralegal	User - Linked Cases Only	Billing View
Legal Assistant	User - Linked Cases Only	Billing View
Receptionist	User	Billing Admin Lite
Accountant	User	Billing Admin
Intake Specialist	Lead Management Only	Billing View

Pro Tip: You can always adjust roles later under Settings > User Management. Start with the recommended combinations above and fine-tune as your team gets comfortable. Remember — the Billing Admin Lite role defaults to a $500 invoice cap, but you can set a custom amount for each user.

Step 4: Create Your First Case (15 minutes)

Cases are the heart of CampLegal. Each case represents one immigration matter for one client.

1.Click the + Quick Action button on your Dashboard (or go to Cases in the left sidebar).

2.Select New Case.

3.Fill in the required fields:

•Client Name — Select an existing contact or create a new one

•Case Type — Choose the immigration form type (e.g., I-130, I-485, I-751, H-1B, N-400)

•Case Status — Typically starts as "Open" or "In Progress"

•Assigned Attorney — Who is responsible for this case

•Assigned Paralegal — Who handles day-to-day work

4.Click Create Case.

Once created, your case has 14 tabs — each one designed for a specific part of the immigration workflow:

Tab	What It Does
Main	Case overview — status, type, assigned team, key dates
Tasks	To-do items and deadlines for this case
Calendar	Case-specific appointments and hearings
Communication	Email threads related to this case
Messages	Internal messages between team members about this case
Texts	SMS/MMS messages sent to the client
Calls	Phone call logs
Notes	Internal notes and case memos
Documents	Uploaded files — IDs, supporting evidence, correspondence
Letters	Generate and send letters to clients or USCIS
Forms	Immigration forms with auto-populated fields from case data
Billing	Invoices, trust deposits, payment plans for this case
USCIS	Track USCIS case status and receipt numbers
Time	Billable time entries for attorneys and staff

Pro Tip: Use the Milestones feature to track where each case stands in the immigration process. Milestones give you a visual progress bar so you always know what's been completed and what's next.

Step 5: Connect Your Integrations (15 minutes)

CampLegal integrates with the tools your firm already uses. We recommend connecting these on Day 1:

Google Calendar or Outlook Calendar

1.Go to Settings > Integrations > Calendar.

2.Click Connect Google Calendar or Connect Outlook Calendar.

3.Sign in with your Google or Microsoft account and grant permissions.

4.Your calendar events will now sync both ways — appointments created in CampLegal appear in your calendar, and vice versa.

Email (Microsoft 365 / Outlook)

1.Go to Settings > Integrations > Email.

2.Click Connect Microsoft 365.

3.Sign in and authorize CampLegal to read and send emails.

4.Emails related to cases will automatically appear in the Communication tab of each case.

LawPay (Payment Processing)

1.Go to Settings > Integrations > LawPay.

2.Click Connect LawPay.

3.Enter your LawPay credentials.

4.Once connected, clients can pay invoices online directly from the Client Portal, and payments will be recorded automatically in CampLegal.

QuickBooks (Accounting)

1.Go to Settings > Integrations > QuickBooks.

2.Click Connect QuickBooks Online.

3.Authorize the connection.

4.Invoices and payments from CampLegal will sync to your QuickBooks account for seamless bookkeeping.

Step 6: Set Up Your Client Portal (10 minutes)

The CampLegal ClientApp is your clients' window into their case. They can:

•View their case status and milestones

•Upload documents securely

•Complete intake questionnaires

•Sign documents electronically via text message

•Make payments online

To set up the Client Portal:

1.Go to Settings > Client Portal.

2.Customize your portal branding (logo, colors, welcome message).

3.Enable or disable features (document upload, messaging, payments).

4.When you create a case and add a client's email, they'll automatically receive an invitation to access the portal.

Pro Tip: The Client Portal dramatically reduces back-and-forth emails and phone calls. Encourage every client to use it from Day 1 of their case.

Step 7: Explore Your Dashboard (5 minutes)

Now that everything is set up, take a moment to explore your Dashboard. Here's what you'll see:

•Financial Summary — Revenue, outstanding invoices, trust balances at a glance

•Tasks — Your upcoming to-do items and deadlines

•Calendar — Today's appointments and hearings

•Needs Attention — Cases and items that require immediate action

•Quick Actions — One-click shortcuts to create cases, contacts, invoices, and more

What's Next?

Now that your firm is set up, here are your recommended next steps:

1.Import your existing cases — If you're migrating from another system (Docketwise, INSZoom, or spreadsheets), contact our support team and we'll help you migrate your data.

2.Set up Trackings — CampLegal's automated reminder system sends clients reminders about upcoming deadlines, document requests, and appointments. Go to Track in the left sidebar to configure.

3.Explore BI Reporting — Go to BI Reporting to see real-time analytics on your firm's performance, case volumes, billing, and more.

4.Watch the Full Training Video — We have a comprehensive training video that walks through every feature. Find it under Getting Started in our Knowledge Base.

Need Help?

We're here for you! If you have any questions or run into any issues:

•Submit a Support Ticket — Click the help icon in CampLegal or email support@camplegal.com

•Knowledge Base — Browse our articles at CampLegal Knowledge Base

•Schedule a Training Call — Contact your account manager to schedule a personalized training session for your team

Welcome to the CampLegal family — we're excited to help your firm grow!