How do I add a new matter

When a new matter is added into Prolegis and assigned to a lawyer and assistant, the built-in checklist is automatically assigned to the matter and the progress of the matter is included in the real estate dashboard.

To add a new matter, go to the Real Estate menu on the left side of the screen, click 

Quick Add and click +Matter

Choose the contract type (purchase, sale, mortgage).

Select whether the property is a condominium. By choosing condominium, additional layouts and calculations are available automatically in Prolegis.

Select whether the transaction requires a real property report. By choosing this, additional checklist steps and adjustments to the documents are automatically made.

Add the clients to the file by either searching for existing clients in the search bar or, if it is a new client, click +Add to add a new client.

Insert the matter number.

Select the responsible lawyer and assistant. 

By assigning the file to the lawyer and assistant, the matter will show up for that lawyer and assistant in the Real Estate dashboard and documents will be produced with that lawyer and assistant’s information included.

Add the closing date.

If desired, upload the purchase contract to the metter.  This will automatically update the progress dashboard and add the contract to your online file.