Prolegis

Prolegis

Prolegis Solutions
Folio by Amitree Prolegis

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Folio by Amitree:

About

Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!
Prolegis:

About

Prolegis is a cloud-based legal practice management and workflow automation platform designed for Canadian law firms handling real estate transactions, estate planning, and mortgage-related legal matters. The software provides tools for managing residential conveyancing, preparing legal documents, tracking transactions, and coordinating communications with clients and third parties. Its Convey solution supports the entire real estate transaction process, from initial client intake through closing and final reporting. Prolegis also offers Estate Plan for wills and estate documentation, Settlement for private mortgage transactions, and TitleProtect for monitoring Alberta land titles. The platform includes automated checklists, document generation, task management, secure client communications, and integrations with legal and financial service providers.
Folio by Amitree:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Prolegis:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Folio by Amitree:

Audience

Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.
Prolegis:

Audience

Canadian law firms, real estate lawyers, conveyancers, estate planning attorneys, legal assistants, paralegals, and mortgage transaction professionals seeking to automate legal documentation, manage property transactions, and streamline law firm operations
Folio by Amitree:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Prolegis:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Folio by Amitree:

API

Offers API Not Supported
Prolegis:

API

Offers API Not Supported
Folio by Amitree:

Screenshots and Videos

Prolegis:

Screenshots and Videos

No images available
Folio by Amitree:

Pricing

$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders

Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines

Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.

Folio Enterprise
- Contact us for custom integrations.
Free Version Not Supported
Free Trial Supported
Prolegis:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Folio by Amitree:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Prolegis:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Folio by Amitree:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Prolegis:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Folio by Amitree:

Company Information

Amitree
Founded: 2012
United States
www.amitree.com/try-folio/
Prolegis:

Company Information

Prolegis Solutions
Founded: 2018
Canada
www.prolegis.ca
Folio by Amitree:

Alternatives

Prolegis:

Alternatives

No Alternatives
Folio by Amitree:
Folio by Amitree:
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4.2 out of 5 stars
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Folio by Amitree:
Folio

Folio

Kwela Solutions
Prolegis:
Folio by Amitree:

Categories

Prolegis:

Categories

AI Legal Supported
Estate Planning Supported
Legal Supported
Real Estate Supported
Folio by Amitree:

Real Estate Transaction Management Features

Accounting Not Supported
Appointment Scheduling Supported
Commission Management Not Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Not Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Not Supported
Client Database Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Email Marketing Not Supported
Flyer / Catalog Printing Not Supported
Lead Management Not Supported
Listing Management Supported
Property Database Not Supported
Website Management Not Supported
Folio by Amitree:

Integrations

Clio Not Supported
Docusign Supported
Gmail Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Prolegis DRR Submission Review Not Supported
Prolegis Estate Plan Not Supported
Prolegis | Convey Not Supported
TitleProtect Not Supported
Prolegis:

Integrations

Clio Supported
Docusign Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Contacts Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Prolegis DRR Submission Review Supported
Prolegis Estate Plan Supported
Prolegis | Convey Supported
TitleProtect Supported
Folio by Amitree:
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Prolegis:
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