Get Organized

Tools in Prolegis that help you to stay organized

• I'm struggling with being organized. How does Prolegis help me?
• Can I bundle my precedent documents together into packages?
• Can I make a checklist in Prolegis?
• How do I find matters in Prolegis?
• How can I add a prospective client / deal into Prolegis?
• Can I create tasks for myself in Prolegis?
• I want to make record something about my matter. How do I add a note to a matter?
• I typically jump between two to five matters during my work day. Can Prolegis help me access these matters?
• How do I add a note to a matter in Prolegis?
• How do I customize the client portal?
• How do I add / manage automatic notifications to the client, real estate agent and mortgage broker?