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Powerful, easy to use, exceptional value
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Convey
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Estate Plan
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Powerful practice management tools and insights
Dynamic checklists and workflows
Customize workflows to streamline your processes
Advanced communication tools with notifications
Automated titles, registration and title insurance ordering
Comprehensive precedents and mortgage templates database
Public databases for key stakeholder groups
Portals for clients, real estate agents, lawyers, mortgage brokers
Secure built-in document storage
Cloud-based and available on any device (stored in Canada)
Exceptional Onboarding and Customer Care
Your time is valuable and the transition to a new platform costs time. We are passionate about supporting you with the right tools, at the right time in your change management. Guided walkthroughs, logical workflows, videos, GIFs, images, articles and a first class customer success team available for live and video training, instant chat, email and phone ensure you can hit the ground running in the adoption of the Prolegis platform.
Powerful Work Processes
With dashboards that automatically update as new matters are added and work is completed, workflows that complete checklist steps, checklists that trigger text messages, create tasks and produce documents, robust built-in communication tools, and extensive handling of and follow up on undertakings and requisitions, Prolegis empowers you. Our robust features and capabilities provide you with the tools needed to handle complex transactions effortlessly.
Advanced Technology
Our intelligent platform offers insights and automation that enhance your decision-making and efficiency. With AI engines that pull key information, powerful review and storage tools, workflows that adapt to your particular transaction and client, and evolving innovation to promote gains at every step of the transaction, you can leverage smart technology with Prolegis.
Diligent Security
With Canadian data centres, top of the line security protocols, password and login protocols, server redundancy and backup, rigorous corporate privacy and data management policies, and a framework that ensures your information and your clients’ information is protected, your data is safe with Prolegis. Our secure platform ensures that all your transactions and sensitive information are safeguarded with the highest security standards.
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