Prolegis I Real Estate Conveyancing
Deadlines. Fussy paper. Information and documents from multiple sources. Processes to follow. Documents to produce. Clients, realtors, lawyers, lenders and others to talk to. Sound familiar?
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Designed to improve your and your client's experience, Prolegis provides easier handling and coordination of your work load with automated communications and a real-time overview of the progress of your firm’s real estate files.
Click through the tabs above to discover what Prolegis I Real Estate Conveyancing can do for you!
Built for legal teams, designed by a practicing lawyer and software and process experts. Prolegis I Real Estate Conveyancer simplifies your day while giving you peace of mind that each workstep is done efficiently, effectively, and correctly.
Intelligent AI -Driven Data Entry
Extract relevant information from documents for review. Upload the purchase contract*, mortgage instructions*, tax certificates, and titles into Prolegis and Prolegis will extract the relevant information for your review. Drag and easily file documents from your desktop, download folder, and some email providers directly into Prolegis. *coming soon
Powerful Document Creation and Editing
Built right into Prolegis is a PDF editor that allows you to complete any required forms, including mortgage documents provided by lenders which are sourced directly from lender websites. Prolegis recognizes PDF documents you’ve worked on before as a precedent, and allows you to create complex and intelligent precedents for future use. ​​ Create your own documents that can be exported as a PDF or Word document. Use templates to make your documents look just the way you want them, every time you produce them.
Track the status of matters at your firm
Progress dashboards help you keep on track with your matters and your firm. Keep on track with your matters using the progress dashboard. Use modifiable global checklists for purchase, sales and refinances and create specific checklists for high volume clients. Follow-up tasks can be linked to undertakings and holdbacks that are visible at the matter, user and firm level. Prolegis also helps you keep track of your firm. An automatically updated dashboard shows: -total monthly and annual transactions -top real estate clients -top realtors -top municipalities -previous, current and next month revenue
Ease of Adoption
There’s never a good time to make a big change, but switching to Prolegis is easier than you think. Our team, from both the law and technology fields, have simplified the process to increase efficiency and reduce risks. Your Prolegis Customer Specialist guides you through the process and you have access to instant chat and robust self-help whenever you need it. We will walk with you every step of the way.
Automated Communications
Keep your team on track and aware of what's going on in each file and with each client. Using tools directly within the software: ​ -Share and collect information from your clients through an easily accessible portal. -Send and receive text messages and record them on the relevant matter. -Send an email with a document you just prepared in Prolegis. ​-Send a fax with the documents stored in Prolegis.
Work from anywhere
An all-in-one solution for document preparation and production right from your browser. Communication tools work from wherever you have internet access. ​ Prolegis works on a Mac or a PC, a desktop or a smart phone and supports multiple browsers (Chrome, Firefox, Safari, Edge) ​ Login protected by stringent password requirements and two-factor authentication
Powerful portals and notifications
Collect and send information seamlessly from Prolegis to your clients. Create your own questionnaire, collect key information about your clients (including copies of ID) and provide key information and documents through an easy to use, secure online portal. Customize the messaging in your portal for your firm. Automate the communications via text to your clients based on when you want your clients to hear from you about their real estate transaction.
Enhanced Search Capabilities
An innovative search experience is available in Prolegis. Search for matters, clients, third parties, properties and more with semantic search, and advanced relevance and data retrieval.
ID Verification and Validation
Prolegis partners with best in class ID verification tools. With these tools, Prolegis helps to ensure you know who your client is in a way that satisfies the requirements of the law society and your clients. Â Send ID verification directly from Prolegis, see the status of the verification and receive the information to be stored in Prolegis and available for document preparation and lender reporting. *coming soon to all jurisdictions
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Can I handle mortgage preparation in Prolegis?Yes! Prolegis has always been able to handle ALL lender instructions efficiently and at no extra cost. From the upload (and now with AI powered intake of lender instructions*) to the completion of mortgage forms using our PDF Editor and automated templates and our FCT LLC integration, to the built-in communication functions, legal teams can rely on Prolegis' cutting-edge tools to complete mortgages accurately, efficiently and completely for ALL lenders. *Contact us to get early adopter access.
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Can I export Word documents in Prolegis?Yes, you can!
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Does Prolegis have an integration with Land Titles?Do we ever! Not only does Prolegis pull title documents and the legal address, ownership and other information from Spin II in Alberta and Teranet in Ontario, but we go the extra mile, capturing and storing registrations and your related legal opinions (for use on future matters), maps (Ontario), DRR Searches (Alberta) and many other related features that allow you to maximize the information you get from title and report with confidence.
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Can I store documents in Prolegis?Yes! Each matter has a document storage hub where you can safely store any kind of document pertaining to the matter (PDF, image, Word Document, etc)
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Is there a calendar where I can see all of my closings?Yes, our closing calendar provides direct links to each of the closing matters, making navigation quick and easy.
