Prolegis Integrations

Clio is an all-in-one legal technology platform that helps law firms manage operations, streamline legal work, and deliver better client experiences. The platform serves as a centralized hub for legal professionals, bringing together case management, client intake, billing, accounting, document management, task tracking, and workflow automation in a single cloud-based environment. Clio’s AI-powered capabilities help firms identify important next steps, uncover key information, and keep matters moving forward without relying solely on manual processes. The software includes products such as Clio Manage, Clio Grow, Clio Work, Clio Draft, Clio Accounting, and Clio for Clients, allowing firms to tailor the platform to their specific requirements. Legal teams can use Clio to organize client information, manage deadlines, automate documents, track time, process payments, and improve communication across the firm. Its extensive integration ecosystem includes more than 300 third-party applications as well as API access for custom development and workflow creation. The platform is designed to support organizations ranging from solo practitioners to large legal teams with hundreds of users. Cloud accessibility allows attorneys and staff to collaborate securely from virtually any location while maintaining a single source of truth for every matter. Clio places a strong emphasis on data protection through enterprise-grade encryption, SOC 2 Type 2 certification, PCI DSS compliance, and privacy-focused AI practices. The company also provides onboarding assistance, training resources, expert support, and an active legal community to help firms maximize adoption and long-term success. By combining legal practice management, business operations, and intelligent automation, Clio helps legal professionals reduce administrative burdens and focus more time on serving clients and growing their practices.

The DRR Submission Review is a specialized online tool tailored for real estate attorneys and conveyancing teams in Alberta, aimed at simplifying the examination of legal documents. This innovative platform carefully scrutinizes Document Registration Request (DRR) packages prior to their delivery to the Alberta Land Titles Office, utilizing artificial intelligence to collectively assess related documents and pinpoint potential causes for rejection. It conducts thorough checks for a variety of issues, including discrepancies in names, errors in legal descriptions, missing affidavits or jurats, absent signatures or outdated commissioner dates, as well as inconsistencies in tenancy instructions. Users can effortlessly upload PDF packages using the standalone application or kickstart the review process directly through Prolegis Convey. The findings emphasize possible issues and critical points for the legal team to review, enabling them to rectify these concerns before the formal submission. This tool is especially focused on improving registration workflows that involve transfers, mortgages, caveats, and other legal documentation relevant to Alberta's real estate landscape, ultimately enhancing the efficiency of the entire process for its users. By streamlining these workflows, the platform not only saves time but also reduces the risk of errors during the registration process.

Estate Plan is a cutting-edge, cloud-based application tailored for legal practitioners and law firms focused on wills and related legal documentation. This software allows firms to collect client information through customizable questionnaires and a secure portal, while also enabling them to systematically organize case details and leverage personalized templates for creating and editing crucial estate-planning documents. With its workflow features, the platform enhances team collaboration through checklists, efficient document storage, and seamless client communication via email and text messages. Additionally, staff can review and amend the generated documents, producing them individually or as part of a comprehensive package that encompasses wills, powers of attorney, and personal directives. The software further includes tools for making amendments and comparing different versions of documents, which assists legal teams in managing the intake process as well as drafting, reviewing, and reporting on client estate plans. This holistic method not only streamlines the estate planning procedure but also guarantees that all legal stipulations are fulfilled accurately, while promoting a more organized and efficient working environment for legal professionals. Ultimately, Estate Plan empowers law firms to better serve their clients by ensuring a smoother and more reliable estate planning experience.

Convey is a cloud-centric solution specifically crafted for residential real estate conveyancing, aimed at law firms across Canada. This cutting-edge platform simplifies the transaction journey, commencing from client onboarding and culminating in the final reporting phase, employing customized client questionnaires, automated task lists, and organized workflow processes, all complemented by real-time dashboards and a thorough closing calendar. Legal professionals can craft and modify document templates, handle essential lender documents, manage and finalize PDFs, as well as effectively store and search through case files. Additionally, the platform enhances communication through client portals and automated notifications via email or text, ensuring smooth collaboration among attorneys, clients, lenders, real estate agents, and other transaction participants. Convey also provides essential resources, including links to title and registration inquiries, title insurance, identity verification, lender directives, and home insurance options, along with capabilities for data exporting or integration with current legal software systems. Accessible through standard web browsers, Convey seeks to improve the organization and management of residential property transactions, including purchases, sales, and refinancing, thus boosting overall operational efficiency for law firms. With its extensive features, Convey stands out as an indispensable resource for legal practitioners tackling the intricate challenges of real estate dealings, ultimately transforming the way they operate in this multifaceted field.

TitleProtect is a specialized service designed to monitor land titles and provide notifications for properties located in Alberta. It performs daily examinations of the titles under its watch, identifying any new registrations such as mortgages, liens, caveats, transfers, builders' liens, and other modifications that could affect ownership or secured interests. Users can manage multiple titles from a single account, which facilitates the review of registrations and the monitoring of changes over time. When a new registration is detected, TitleProtect promptly notifies owners and interested parties through email or text, allowing them to evaluate the situation and decide if any actions are warranted. This service caters to a diverse group of users, including property owners, lenders, title insurers, lawyers, developers, builders, and organizations with real estate interests. Additionally, law firms can offer this monitoring service to their clients following the completion of transactions. While TitleProtect provides comprehensive monitoring and reporting capabilities, it is crucial to understand that it does not prevent fraudulent activities nor does it replace the need for title insurance. Furthermore, this service is exclusively available for land titles within Alberta, making it a specialized tool for stakeholders in that region. Ultimately, TitleProtect enhances users' awareness of title changes, thereby empowering them to make informed decisions regarding their real estate assets. Through its vigilant monitoring, it plays a vital role in safeguarding interests related to property ownership.