How do I add multiple titles to a matter

Mike Jackson

Last Update 3 years ago

When there is more than one title associated with a matter, you can add those titles through the Titles Action.  When adding a title to Prolegis, you have the option to determin the “position” of the title.  To add multiple titles, select the position - Main Title, 2nd Title, 3rd Title, 4th Title, 5th Title.

To add the same title at different stages of the matter, you have the option to select the “Type” - Initial, At Close, Pre Discharge, Final, Other.

When a title is saved to Prolegis, that title is also saved and available in the Document Action.

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