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Q & A
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Q & A

Last Update 6 months ago
Mike Jackson
How does Prolegis protect my clients' information?
Last Update 4 years ago
How do I add a title to a matter
Last Update 4 years ago
How do I modify the information in a mortgage after creating it
Last Update 4 years ago
How do I send a document for review
Last Update 2 years ago
What do I do when a PDF has a barcode?
Last Update 4 years ago
How do I create a document?
Last Update 4 years ago
How do I add purchase price addendums (change orders or amendments) to my matter so that they show on the Statement of Adjustments?
Last Update 2 years ago
How do I add a follow up?
Last Update 2 years ago
How do I add additional deposits to a matter?
Last Update 2 years ago
The Actions Menu
Last Update 4 years ago

Other Categories

New User? Start Here!
A quick overview of everything you need to get started with Prolegis.
10 articles and other
Last Update 2 years ago
New Features
See what’s new in Prolegis
7 articles and other
Last Update 2 years ago
Document Management Toolkit
Learn More about Prolegis' Document Management Tools
8 articles and and other
Last Update 6 months ago
Firm Set Up
18 articles and other
Last Update 6 months ago
How to
82 articles and and other
Last Update 6 months ago
Demonstrations
6 articles and and other
Last Update 6 months ago
Video Tutorials
12 articles and and other
Last Update 6 months ago
Walkthrough
2 articles and other
Last Update a year ago

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