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Streamlining Data Entry with Prolegis Works

Prolegis Works is an AI-powered extraction tool designed to automate the initial data entry for Purchase Contracts (Alberta) and Agreements of Purchase and Sale (Ontario). By leveraging AI, you can significantly reduce manual typing and focus on verifying accuracy.

How to Use Prolegis Works

1. Uploading the Contract

  • Create a Matter: Start by creating a new matter in the system.

  • Access the Tool: Select the Auto Create tab.

  • Upload: Drag and drop or upload your Purchase Contract (AB) or APS (ON).

  • The Waiting Period: You will be taken to the upload screen. The extraction process typically takes 30+ seconds.

    • Note: You do not need to stay on this screen. You can navigate away to work on other tasks or simply refresh your browser after a moment.

2. Accessing and Processing

  • Locate Uploads: To find your processed documents, click the PDF icon located in the top right-hand corner of the screen.

  • Status Check: Look for the status labeled "Succeeded."

  • Initiate Entry: Once successful, click Actions > Process.

3. Data Verification and Finalization

Once you hit "Process," you will be directed to the data entry screen. Prolegis Works will have pre-populated the fields for you.

  • Side-by-Side Review: Use the document viewer on the side of the screen to compare the extracted data against the original PDF.

  • Required Fields: * Manually enter the Matter Number.

    • Select the Matter Type (Purchase or Sale).

  • Complete & Save: Fill in any remaining "Required" fields that the AI may have missed, then click Save.

Pro-Tips for Success

[!IMPORTANT] Trust but Verify: While Prolegis Works is highly advanced, AI can occasionally misinterpret handwritten text or non-standard formatting. Always double-check the extracted data against the original contract.

Optimizing Your View

If the data entry fields and the document viewer do not fit comfortably on your screen, you may need to adjust your browser zoom.

How to Zoom Out in Google Chrome:

  1. Keyboard Shortcut: Press Ctrl and - (Windows) or Cmd and - (Mac).

  2. Menu Method: Click the three vertical dots (⋮) in the top right corner of Chrome and locate the Zoom section to adjust the percentage.

  3. Mouse Method: Hold Ctrl (or Cmd) and scroll down with your mouse wheel.

Quick Troubleshooting

  • Processing Time: If a document takes longer than 60 seconds, try refreshing your browser.

  • Incomplete Data: If the AI fails to extract a specific field, it is usually due to the legibility of the source scan. Simply type the information in manually to proceed.