Q & A

How does Prolegis protect my clients' information?

How do I add a title to a matter

How do I modify the information in a mortgage after creating it

How do I send a document for review

What do I do when a PDF has a barcode?

How do I create a document?

How do I add purchase price addendums (change orders or amendments) to my matter so that they show on the Statement of Adjustments?

How do I add a follow up?

How do I add additional deposits to a matter?

The Actions Menu