Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The DRR Submission Review is an online platform designed specifically for real estate attorneys and conveyancing teams in Alberta, facilitating the review of legal documents. This tool meticulously examines Document Registration Request (DRR) packages prior to their submission to the Alberta Land Titles Office, employing artificial intelligence to analyze related documents collectively and identify possible reasons for rejection. It performs checks for various issues, such as name discrepancies, inaccuracies in legal descriptions, incomplete affidavits or jurats, absent signatures or expired commissioner dates, and inconsistencies in tenancy instructions. Users can conveniently upload PDF packages using the standalone tool or initiate a review process directly within Prolegis Convey. The results highlight potential problems and important points for the legal team to consider, allowing them to address these matters before the official filing. This product is particularly geared towards enhancing registration workflows that encompass transfers, mortgages, caveats, and other legal documents pertinent to Alberta's real estate sector, ultimately streamlining the entire process for users.

Description

Estate Plan is an innovative cloud-based software designed specifically for legal professionals and law firms that handle wills and related documentation. It enables firms to gather client data through customizable questionnaires and a secure portal, while also allowing them to organize case details and utilize tailored templates for drafting and editing essential estate-planning documents. The platform's workflow facilitates team collaboration with checklists, efficient document storage, and streamlined client communication via email and text messages. Moreover, staff members can review and modify the generated documents, producing them either individually or as a complete package that includes wills, powers of attorney, and personal directives. Additionally, the software offers features for making amendments and comparing document versions, which aids legal teams in coordinating the intake process, drafting, reviewing, and reporting on client estate plans, ultimately enhancing their overall efficiency and effectiveness. This comprehensive approach not only simplifies the estate planning process but also ensures that all legal requirements are met with precision.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Clio No 

Integrations

Clio Yes 

Pricing Details

$6.50/review
The first two reviews are free. Thereafter, each processed review costs $6.50; billing begins when uploaded documents are processed. Invoices are issued each Friday, with the saved card charged seven days later.
Free Trial Yes 
Free Version No 

Pricing Details

$49/transaction
$49 per transaction; no fixed-term contract is required.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/drrsubmissionreview

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/estateplan

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Alternatives

Gavel Reviews

Gavel

Gavel.io

Alternatives

Bancroft Reviews

Bancroft

Bancroft Sysyems
TitleProtect Reviews

TitleProtect

Prolegis Solutions
Prolegis | Convey Reviews

Prolegis | Convey

Prolegis Solutions