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Unity™ Practice Management | Manage Your Law Firm from Intake to Invoice
Your Practice, Made Perfect.
Overview
Modern all-in-one cloud-based legal practice management solution tailor-made for SME legal & conveyancing firms to help them save time, enhance productivity and stay compliant.
Manage the entire matter lifecycle and see everything happening in every department on a specific matter with centralised, secure and efficient handling of information. Integrated with industry-leading cloud-based document management systems.
Get real-time access to information search on company, property and individuals to conduct the necessary due diligence and make informed decisions with confidence. Easily undertake identity checks to accelerate client intake & meet your obligations.
Stay in control of everything that you need to run your firm with custom dashboards and reports to track your practice and solicitor performance metrics that enables data driven decisions. Get paid faster.
Deliver exceptional legal services and drive operational excellence with a modern, easy to use and secure legal practice management solution, accessible from anywhere at any time. ✔ Easy-to-use web platform ✔ Automates workflows & routine tasks ✔ Customisable to fit your firm's needs ✔ Offers integrated due diligence & econveyancing ✔ Built-on Salesforce platform ✔ Extensive out-of-box capabilities ✔ Protects sensitive client information ✔ Stay up-to-date & compliant ✔ Requires less training & onboarding ✔ Provides a seamless user experience
Categories
- Business Needs
- Project ManagementProcess ManagementDocument Management
- Industries
- Professional Services
- Personas
- Business Operations Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile