Prolegis Integrations

Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.

DRR Submission Review is a web-based legal document review tool for Alberta real estate lawyers and conveyancing teams. It checks Document Registration Request (DRR) packages before submission to the Alberta Land Titles Office, using AI to review related documents together and flag potential rejection issues. Checks include discrepancies in names and legal descriptions, incomplete affidavits or jurats, missing signatures or commissioner expiry dates, and inconsistencies in tenancy instructions. Users can upload PDF packages in the standalone tool or launch a review within Prolegis Convey. Results present potential issues and items to note for the legal team to assess and resolve before filing. The product focuses on registration workflows involving transfers, mortgages, caveats, and other Alberta real estate documents.

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.

Convey is a cloud-based residential real estate conveyancing platform for Canadian law firms. It supports transaction work from client intake through final reporting, with matter-specific client questionnaires, automated checklists and workflow steps, real-time dashboards, and a closing calendar. Legal teams can create and customize document templates, prepare lender documents, combine and complete PDFs, and store and search matter files. Client portals and automated email or text communications help coordinate lawyers, clients, lenders, real estate agents, and other transaction participants. Convey also provides links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, with exports or integrations for legal practice systems. It is accessible through a web browser and is intended to help firms organize residential purchases, sales, and refinances.

TitleProtect is a land-title monitoring and notification service for Alberta properties. It checks monitored titles daily for new registrations, including mortgages, liens, caveats, transfers, builders’ liens, and other activity that may affect ownership or a secured interest. Users can manage multiple titles in one account, review registrations, and track changes over time. When a new registration is identified, TitleProtect sends an email or text alert so owners and other interested parties can investigate and decide whether action is needed. It is designed for property owners, lenders, title insurers, lawyers, developers, builders, and businesses with real estate assets. Law firms can offer monitoring to clients after a transaction closes. TitleProtect provides monitoring and reporting; it does not prevent fraudulent activity or replace title insurance. Monitoring is limited to Alberta land titles.