Requisition Responses

🛠️ Pre-Configuration: Standard Responses

Save time by pre-configuring responses for common title or off-title requisitions.

1. Navigate to Real Estate in the main menu.

2. Select Settings > Undertakings.

3. Set your frequently used language under the Requisition Response section.

   • These templates will be available to pull into any matter as a "Standard" response.

📝 Accessing the Requisitions Menu

In Prolegis, the Requisitions tool is located within the fixed data entry menu at the top of your specific matter.

Recording Requisitions (Optional)

Recording the buyer's actual requisition text is optional but highly recommended for organized project management.

1. Locate the Requisitions menu in the top data entry bar.

2. Click the Requisitions tab.

3. Enter the details from the buyer’s letter.

The Productivity Advantage: By recording requisitions here, you turn a static letter into a dynamic task list. It serves as a central hub to track work-in-progress and ensure every item is marked "done" before closing.

✉️ Drafting and Managing Responses

Once you are ready to respond—whether you recorded the buyer's text or not—you can provide your formal replies.

1. In the same top menu, click the Responses tab.

2. Click Add Response.

3. Choose your response type:

   • Standard: Select from your firm’s pre-configured templates.

   • Novel: Draft a unique response specific to this transaction.

4. Reference Numbering: Use the "Reference Number" field to match the numbering used in the Purchaser’s requisition letter. This ensures your exported response aligns perfectly with their inquiry.

Workflow & Assignment

• Assignee: Delegate the response to any team member, even if they aren't assigned to the matter.

• Responsibility: Explicitly indicate which party (e.g., Seller, Solicitor, Clerk) is responsible for fulfillment.

• Auto-Tasking: Add a Date to automatically sync this requisition as a task on your schedule, helping you manage follow-ups effortlessly.

📄 Exporting to Documents

When your responses are finalized, generate your Requisition Response Letter directly from the matter by:

• Clicking the +Document icon, typing "Requisition Response" and clicking on the Requisition Response Letter
• Accessing the Document menu and searching "Precedents" to find the Requisition Response Letter.
• Linking the Requisition Response Letter to a Progress Dashboard step and click on the "Create" button

Feature Summary