PRACTICE MANAGEMENT
ENTITY MANAGEMENT.
ENTITY MANAGEMENT.
MADE SIMPLE.
Drive efficiency, save time and reduce costs. That's the Unity® Entity Management difference.
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
SPEED YOU CAN FEEL
CLARITY OVER CLUTTER
A SINGLE, CONNECTED LEGAL WORKFLOW
CUSTOMIZATION THAT WORKS YOUR WAY
ENTERPRISE-GRADE, PROVEN AND SUPPORTED
“
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
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
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.
KEY FEATURES
With Unity® Entity Management, you get all these benefits:
Audit Trail
Easily see all changes made to any entity, by anyone, and at any time, simplifying change management, data integrity, and performance automatically.
Registrations
Manage entity registrations in Canada and beyond, including foreign qualifications/registrations, trademarks, UCC, liens, land titles, and much more.
People Management
Easily view roles and ownership across all entities, combine addresses, store KYC (Know Your Client), and simplify contact management, ensuring your data is always up-to-date, clean, and reliable.
Electronic Signatures
Quickly produce documents and send them for electronic signature using your own DocuSign account. If you don’t have your own DocuSign account, use Unity® Entity Management ‘s built-in electronic signature tool at no additional cost.
Capital Management
Make recording ownership easy and intuitive with Unity® Entity Management. Features include issue, transfer, exchange, convert, redeem, split, consolidate, or replace shares (fractional or decimal), manage warrants and options, perform complex share transactions, customize the number of characters to the left of the decimal on a per-entity basis, and much more.
Virtual Minute Books
Each entity automatically has its own Virtual Minute Book where you can share draft or signed documents regardless of whether they were generated or filed inside or outside Unity® Entity Management, saving money on physical storage space or time wasted searching for the physical minute book.
Organizational Charts
Quickly and easily generate visual organizational charts for your clients, including (parents/subs), or easily see how the chart changes over time.
Workflow Tasks and Reminders
Simplify the creation and management of tasks that users need to maintain, making it easy for users to plan their day and stay on top of transactions. Users can assign deadlines, provide status updates, and even generate documents “as of” a particular point-in-time.
Advanced Data and Security
In addition to regular updates, system patches, penetration testing, and automated incident reporting, all Personally Identifiable Information (PII) is double encrypted to comply with SOC2 Type II data security standards, the highest of internet application security standards.
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.
CANADA