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PRACTICE MANAGEMENT

ENTITY MANAGEMENT
MADE SIMPLE

Drive efficiency, save time and reduce costs. That's the Unity® Entity Management difference.

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ZERO CLUTTER
STAY IN CONTROL
GET MORE TIME BACK

Unity® Entity Management isn’t about doing more, it’s about doing essential work faster and with less friction.

One platform. Every entity. Anytime and Anywhere.

WHY UNITY® ENTITY MANAGEMENT

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SPEED YOU CAN FEEL

Complete core entity tasks and stay compliant in minutes – with built-in workflows, eSignatures and direct access to corporate records through our eCore® integration, all from one platform.

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CLARITY OVER CLUTTER

From disorganized records to a structured single source of truth. Experience entity-specific virtual minute books, automated org charts and document generation that provides you with a clearer picture that is always accessible and up to date.

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A SINGLE, CONNECTED LEGAL WORKFLOW

Access your entities wherever business takes you. As a cloud-based platform available in French & English, Unity® Entity Management is supported nationwide and provides you with the same clarity, control and confidence when you’re on the move as if you were in the office.

Compliance

CUSTOMIZATION THAT WORKS YOUR WAY

Adapt without complexity. Unity® Entity Management offers customizable templates directly integrated and manageable through Word with easy to grant user permission settings that eliminate the disruption that comes with technical overhead and configuration.

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ENTERPRISE-GRADE, PROVEN AND SUPPORTED

Backed by a leading Canadian legal technology provider and built to scale, Unity® Entity Management delivers continuous product innovation and customer support backed by our dedicated team of experts with over 30+ years of experience.

“
With the volume of companies we manage, it’s nearly impossible to stay on top of everything without a centralized system. Unity® Entity Management changed that – task management, compliance and transactions now live in one place, allowing our team to collaborate seamlessly and pick up work without missing a beat!
Patrick M. Leahy
Patrick M. Leahy
Paralegal, Preti Flaherty

DESIGNED FOR REAL-WORLD ENTITY WORK

When entity management gets complex – everything slows down. Unity® Entity Management changes that.

  • Complete Virtual and Digital Minutebooks
  • Canada-Wide Government Forms & Regulatory Coverage
  • Automated Compliance & Filings
  • Workflow Automation & Task Management
  • Dynamic Ownership & Organizational Charts
  • Advanced Reporting & Executive Insights
  • Connected Filings & Access to Public Records
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POWERFUL & COMPLETE ENTITY MANAGEMENT

Effortlessly handle tasks such as drafting documents for annual filings, mergers and acquisitions, incorporations, share transfers, and more—all on a single platform.

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SEAMLESS MIGRATION, LED BY OUR EXPERTS

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GUIDED, END-TO-END PROCESS

Review, validate and move forward with confidence with a structured path that removes uncertainty and keeps everything on track.

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CUSTOMER-CHOSEN TIMELINE

Stay in control of when your migration happens – at a convenient time for your business.

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FAST, PREDICTABLE TURNAROUND

Rapid, reliable transition – so your team can get productive faster and with minimal delays.

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BUILT-IN TRAINING & ONGOING SUPPORT

We don’t just migrate your data – we set you up for long-term success with on-demand content and live training available from our experts.

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INDUSTRY INTEGRATIONS TO IMPROVE WORKFLOW

Send final documents to be signed electronically with ease—no more printing, mailing, or waiting for wet signatures.

Manage documents and view or restrict access.

Keep an automated audit trail of all actions taken.

File directly within UEM, automatically sync key entity information, eliminate manual data entry, and keep your filings accurate and up to date—without ever leaving UEM.

First phase of the integration includes searches and key Ontario filings with multi-province search and filing integrations coming soon.

CONTACT US OR BOOK A DEMO

Experience Unity® Entity Management in action with a live demo!

We offer numerous demo sessions for you to see Unity® Entity Management live in action and have your questions answered directly by our team of product and onboarding specialists.

Once you have registered your interest, a member from our Sales team will be in contact in 1-2 business days.

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MEDIA

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SOLUTIONS

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INVESTORS

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CANADA

GET IN TOUCH

General Inquiries

1-800-268-7580

Canada Headquarters

1100-25 York Street
Toronto, Canada, M5J 2V5

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