Prolegis Integrations

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

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.

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.

Convey is a cloud-based platform designed for residential real estate conveyancing, tailored specifically for law firms in Canada. This innovative tool streamlines the entire transaction process, starting from client intake all the way to the final reporting stage, utilizing matter-specific client questionnaires, automated checklists, and structured workflow steps, all while providing real-time dashboards and a detailed closing calendar. Legal teams have the capability to create and personalize document templates, prepare necessary lender paperwork, manage and finalize PDFs, and efficiently store and search through matter files. Furthermore, the platform facilitates communication through client portals and automated emails or text messages, ensuring seamless coordination among lawyers, clients, lenders, real estate agents, and other stakeholders involved in the transaction. Convey also offers valuable resources such as links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, along with options for exporting data or integrating with existing legal practice systems. Accessible via web browsers, Convey aims to enhance the organization and management of residential property purchases, sales, and refinancing processes, thereby improving overall efficiency for law firms. The platform's comprehensive features make it an essential tool for legal professionals navigating the complexities of real estate transactions.

TitleProtect serves as a service for monitoring land titles and sending notifications specifically for properties in Alberta. It conducts daily checks on the titles it monitors, looking for any new registrations such as mortgages, liens, caveats, transfers, builders' liens, and other changes that could impact ownership or secured interests. Users are able to oversee multiple titles through a single account, allowing them to review registrations and monitor changes over time. Upon discovering a new registration, TitleProtect alerts owners and interested parties via email or text, enabling them to assess the situation and determine if any action is necessary. This service is beneficial for a range of users including property owners, lenders, title insurers, lawyers, developers, builders, and organizations with real estate holdings. Additionally, law firms have the option to provide this monitoring service to clients after a transaction is completed. While TitleProtect offers monitoring and reporting features, it is important to note that it does not prevent fraudulent activities nor does it substitute title insurance. Furthermore, the service is exclusively available for land titles within Alberta. Overall, TitleProtect helps in maintaining awareness of title changes, thus empowering users to take informed actions.