PRACTICE MANAGEMENT

UNITYC®

UnityC

ABOUT UNITYC

UnityC is the secure, timesaving, use-it-from-anywhere connection between Unity law offices, clients, other legal professionals and stakeholders. UnityC lets you serve your customers better while collaborating with other legal professionals and stakeholders securely – in the cloud.

MAIN FEATURES

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CLIENT INTAKE PORTAL

Simplify every step of client intake with automated communications and online document completion.

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SECURE DOCUMENT SHARING

Share documents with your clients and seamlessly collaborate with other professionals involved in completing matters.

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REALTIME STATUS DASHBOARD

Capture and review important documents in realtime across all your clients in your dashboard. UnityC’s cloud-based document management system replaces email exchanges, phone calls and searching for attachments.

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REFERRAL ENGINE

Grow your business using UnityC’s built-in referral engine. It’s never been easier for stakeholders to refer clients to you. Complete, ready-to-action referral info shows up in your UnityC dashboard and can quickly be made into active matters.

WHY USE UNITYC?

Automates the client in-take and communication process:

By generating client contact emails and tracking progress to completion.

See it all in one place:

The UnityC dashboard lets you see all your client communications, documents and progress on one screen.

Control the chaos:

In-progress and completed documents are organized by status and are available to use right inside Unity.

Do it all online:

No more phone calls and time-consuming email exchanges. Communication, collaboration and document management is done completely online.

Peace of mind:

Bank-grade access protocols, proprietary high-security cloud servers and realtime scans of uploaded documents are just a few of the measures we take to you and your clients safe. Safe and secure.

Reduces data entry errors:

Clients enter their own information, and your firm verifies everything is correct and adds it to a matter– all online.

Everyone is invited:

You don’t need to be part of the Unity universe to benefit from UnityC. Here are just a few examples: with a simple sign-up, clients can provide their in-take information and upload their documents. Documents can be easily sent to lawyers. Real estate agents and other stakeholders can easily submit referrals and everything stays organized for easy recall.

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LOOKING FOR UNITY?

Unity is Canada’s leading practice management solution with the most feature rich conveyancing workflows and integrations built in. Unity lets you manage your practice more efficiently than ever before and is continuously evolving with innovative and timesaving features to help legal professionals keep pace with the rapidly changing needs of their clients and thrive in today’s highly competitive marketplace.

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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