PRACTICE MANAGEMENT
UNITY® ENTITY MANAGEMENT
POWERFUL & COMPLETE CORPORATE RECORDS MANAGEMENT
A cloud-based corporate records management system designed for law firms.
Simplify and streamline the production and management of corporate records for entities. Effortlessly handle tasks including issues, transfers, elections, resignations, filing annuals, managing cap tables, warrants, options and much more—all on a single platform.
WHY UNITY® ENTITY MANAGEMENT
CLOUD-BASED COLLABORATION
REDUCE TRANSACTIONS FROM DAYS TO MINUTES
CROSS-CANADA COVERAGE
PREMIUM SOLUTION
SUITABLE FOR FIRMS OF ALL SIZES
Perfect for all transactions your clients require, from small and simple transactions and forming a corporation in less than 10 minutes, to complex transactions involving refinance, amalgamations and M&A. Unity® Entity Management has it all, including;
- Filings, Registrations & Compliance
- Virtual Minute Books & eSignature Tools
- Due Diligence, Governance & Finance
- Share Structure, Complex Transactions, Certificates, Cap Tables, Warrants & Options
- Directors, Officers, Members & Partners
- Tasks, Calendars & Reminders
- Legal Document Automation
- Standard & Custom Reports
- Organizational Charts
- Ethical Walls, Multi-Level Access & Audit Trails
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.
REGISTER YOUR INTEREST
Our sales team will reach out to you when Unity® Entity Management is available.
CANADA