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Setting Your Preferred Landing Page in Prolegis
In Prolegis, you can customize your experience by choosing which data set you see immediately upon logging in. You can also return to this chosen "Home" view at any time with a single click.
How to Set Your Landing Page
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Open the Profile Menu
Click on your user icon in the top right-hand corner of the screen.
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Select Profile
Click the Profile menu option from the dropdown list.
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Update Layout Preferences
Under the Layout Preferences section, locate the Landing Page dropdown menu.
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Choose Your View
Select the page that best fits your workflow (see the descriptions below).
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Save Changes
Click the Update button to apply your preference.
Understanding the Landing Page Options
Choose the page that aligns with your specific role and daily responsibilities:
| Option | Description | Best For... |
| Firm Dashboard | Displays all firm matters (not restricted to the logged-in user or Real Estate) and the general firm calendar. | Management & Admin |
| Closing Calendar | Shows all Real Estate closing dates and identifies the specific legal team member assigned to each. | Team Coordination |
| Daily Closings | Focuses strictly on Real Estate closings occurring today and their associated checklist steps. | High-Volume Days |
| Real Estate Matters | Displays all Real Estate matters; provides tools to export matter lists based on various criteria. | Reporting & File Audit |
Pro-Tip: The "Home" Shortcut
Regardless of which page you select as your default, you can return to it instantly from anywhere in the application.
Navigation Shortcut: To return to your chosen landing page at any time, simply click the "Prolegis" logo in the top left-hand corner of the screen.