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
About Prolegis
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.
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Prolegis DRR Submission Review
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Prolegis Estate Plan
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.
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Integrations
Company Information
Prolegis Solutions
Founded: 2018
Canada
www.prolegis.ca
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
Prolegis Frequently Asked Questions
Q: What kinds of users and organization types does Prolegis work with?
Prolegis works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Prolegis support in their product?
Prolegis supports these languages: English.
Q: What kind of support options does Prolegis offer?
Prolegis offers support via online.
Q: What other applications or services does Prolegis integrate with?
Prolegis integrates with: Clio, Prolegis | Convey, Prolegis DRR Submission Review, Prolegis Estate Plan, and TitleProtect.
Q: What type of training does Prolegis provide?
Prolegis provides training in the form of live online.
