How do I add an undertaking to a matter

If you added global undertaking precedents to Prolegis, you are able to automatically add those undertakings to your matter and include a due date for the completion of the undertaking.  Those undertakings will also be available, on sale files, in the Trust Letter.

You can add a precedent undertaking on a Sale in the Follow Up Action.  Click Add Undertaking and then select the precedent undertaking you’d like included.  Once added, you can add a due date by clicking the Actions menu and clicking Edit.