Prolegis I Will & Estate Planning
Prolegis | Estate Plan supports legal teams with the significant amount of time spent sending correspondance, inputting data entry from paper or online questionnaires, adjusting templates to meet client needs, creating solicitor notes, searching for the right precedent clause, and creating amendments to existing wills.
Prolegis | Estate Plan is an essential tool for legal teams to efficiently provide superior estate planning services to their clients.
Better work life balance
By automating tedious, repetitive, and error-prone tasks, Prolegis directly improves the daily lives of legal professionals.
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Reduced Overtime and Stress: The elimination of manual data input, template adjustments, and searching for precedent clauses means tasks are completed faster and with less cognitive load. This leads to fewer late nights and less weekend work for paralegals and lawyers.
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Time Savings on Amendments: Workflow tools like the automated Find and Replace feature—which makes manually fixing pronouns and relationships in mirror wills a thing of the past—save hours of tedious, administrative effort, allowing the team to focus on complex legal strategy instead of document review.
A stronger reputation
Adopting Prolegis establishes a firm as modern, highly efficient, and dedicated to accuracy.
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Consistent High Standard of Drafting: Leveraging intelligent estate plan templates ensures the consistent use of precise, legally sound language, eliminating the risk of human error in precedent selection and safeguarding the firm's reputation for accuracy.
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Professional Client Interface: The secure, branded client portal elevates the firm's professional image. It communicates a commitment to digital security and modern, convenient service, differentiating the firm in the market.
Enhanced client relationships
The software is designed to make the estate planning journey seamless, transparent, and convenient for the client.
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Secure, Convenient Intake: Clients appreciate the ability to complete a robust questionnaire and upload documents securely through the portal on their own time. This replaces burdensome paper forms or lengthy, unstructured information gathering.
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Faster Turnaround Time: Increased efficiency from automation allows the firm to deliver documents and finalize files much quicker, leading to high client satisfaction and better word-of-mouth referrals.
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Easy Communication and Sharing: The ability to easily share documents via email or the secure portal ensures clients receive documents promptly and securely, improving their overall interaction with the firm.
Significant Cost Savings
The system delivers substantial financial benefits by increasing efficiency and mitigating risk.
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Increased Capacity: Automating data entry and drafting processes means the legal team can handle a significantly higher volume of estate planning matters leading to higher profitability per team member.
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Reduced Non-Billable Hours: The reduction of time spent on administrative tasks, error correction, and internal communication maximizes the number of billable hours per day.
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Minimized Risk of Rework: By using intelligent templates and ensuring complete data collection upfront, the risk of drafting errors that lead to costly rework or potential claims is significantly reduced.
Elevated over-all output
Ultimately, the technology ensures the final Will, Power of Attorney, or Personal Directive is superior in quality and rigor.
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Guaranteed Accuracy and Completeness: The mandatory, customized client questionnaire ensures all legally required information is gathered before drafting begins, preventing documents from being incomplete or needing subsequent amendments due to missing data.
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Consistent, Complex Document Quality: The intelligent templates produce complex, accurate documents consistently, maintaining a high level of legal precision for every client file.
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Full Version Control and Clarity: Features like built-in blackline technology allow the legal team to easily compare versions, guaranteeing full transparency for the client and ensuring that final documents reflect all agreed-upon changes with absolute confidence.
Document Production and Editing
Accurately and efficiently create and edit documents using firm-specific custom templates.
Email and Text
From opening the file to closing it, communicate with your client from within the software with both email and text.
Client Portal
A secure place for clients to have visibility as well as provide important information pertaining to their file.
Client Questionnaire
Using questions that are custom to your firm, the client questionnaire ensures you have all the information you need.
Legal Team Checklist
Ensure the entire team is on track with each step of the workflow. Never miss a step with a visual aid for legal teams.
Document Storage
Safely and securely store documents within the file that have been created within the software or uploaded to the matter.
