FREQUENTLY ASKED QUESTIONS

We’ll be with you every step of the way as you move from The Conveyancer to Unity. You will receive regular communications from the Unity Deployment Team about your move and the Customer Service Centre (1-866-367-7648 or inquiries@doprocess.com) is always available to lend a helping hand and answer any questions you might have.

Yes, Unity includes all your custom master documents, and they are automatically moved to Unity for you. They will be there, ready and waiting for you when you start using Unity.

You’ll be instantly familiar with Unity. It’s designed to look and feel like The Conveyancer, but with a modern look and streamlined workflow. Since it’s web-based, you can access it from anywhere with an internet connection. All of your existing customer data, preferences, and document templates are automatically moved to Unity so you can hit the ground running.

Unity is designed to look and feel like The Conveyancer and you will be instantly familiar with its operation. It’s built around a modern, intuitive interface and since it’s securely hosted on the cloud, all you need to use it is a compatible web browser. All of your existing customer data, preferences, and document templates are automatically moved from The Conveyancer to Unity and will be ready for you to start using right away.

Unity securely stores all of your data on the DoProcess Secure Cloud. None of your data is stored on your firm's local network or computers. You can access your client contacts, matters and documents from any location with a compatible web browser and internet connection.

Yes, you will still be able to edit and customize master templates. Master templates will need to be downloaded to your computer and customized. Once completed, you simply upload them into Unity for use on matters.

With Unity, your firm can create as many users as you need. Each Unity user is assigned unique login credentials. The concept of “individual licenses”, which was used to access The Conveyancer, no longer applies. All of your data is stored in the DoProcess Secure Cloud on the web and is accessible by any computer with a compatible browser.

Each customer now using The Conveyancer will be assigned a Unity Deployment Specialist who will help guide and support you throughout your move. We have anticipated these unique situations and have staff that will contact you to discuss and understand your specific scenarios and ensure your move to Unity is easy and seamless.

Matter data cannot be moved from The Conveyancer to Unity. Unity will retain the ability to convert matters within the application to create other matter types with that information.

Yes, Unity will allow you to have up to ten matters opened concurrently. As well, we have improved the matter opening experience, allowing you to select and open up to ten matters at one time from the matters screen, as opposed to opening each one individually.

Yes, your firm’s installation of The Conveyancer will reside on your system until The Conveyancer’s official retirement. You will be able to open and access existing matters in The Conveyancer but will not be able to open new matters there. You will receive emails well in advance of The Conveyancer’s retirement advising you on how to extract data you wish to retain for your records.

You will still have access to existing matters in The Conveyancer. Once you complete your move to Unity, matters opened in The Conveyancer will not be available in Unity. Please note that all of your client records, documents, and configuration settings are automatically moved to Unity for you. Until The Conveyancer’s official retirement, you can continue to access older matters directly from The Conveyancer as long as you have a version of Windows that can run The Conveyancer. You will receive emails well in advance of The Conveyancer’s retirement advising you on how to extract data you wish to retain for your records.

Currently, the Projects module for Unity is scheduled to be released in 2020. We are still working through the requirements and will be providing additional information to customers closer to the release date.

Unity is being released beginning in April 2019. Current users of The Conveyancer will gradually begin the transition to Unity starting in Ontario and continuing after throughout Canada.

You will have lots of time to get ready for Unity. Your office will be notified of your Unity transition date three months before it occurs and you will receive plenty of help and communication about what you need to do to make sure your firm is ready.

We are taking great care in scheduling transition dates to ensure there is minimal impact to your business during your move. DoProcess is not able to provide you with a transition date any earlier, as the ongoing scheduling of dates for all our customers is dynamic and responsive to many factors.

Your office will be notified of your Unity transition date three months before it occurs. That will provide you with plenty of time to make sure your firm is ready. We are taking great care in scheduling transition dates to ensure there is minimal impact to your business during your move. DoProcess is not able to provide you with a transition date any earlier as the ongoing scheduling of dates for all our customers is dynamic and responsive to many factors. Firms can plan for the transition by reviewing and downloading the Getting Ready for Unity Guide.

You will not be able to select the date your office will transition. DoProcess will notify you of your Unity move date three months ahead of time. We are taking great care in scheduling transition dates to ensure there is minimal impact to your business during your move.

Unity includes a host of new timesaving features and automations, in addition to the best parts of The Conveyancer, to help your run practice more efficiently than ever.

• All your favourite parts of The Conveyancer have migrated to a fast, intuitive, web-based platform
• Global databases bring together everything you need in one place
• Direct access to leading partner integrations right within Unity
• Produce multiple lender forms all at once
• Thousands of global contacts are updated regularly and can be instantly added to a matter using the new Dynamic Search function
• Real-time warnings and error messages help you identify and fix mistakes right away
• Automatic Canada Post address look-up helps you enter addresses quickly and easily

Yes, Unity has a robust security and user preference/access framework. This framework allows administrators to control what access individuals have to certain features. To ensure a seamless transition, Unity is designed to look and feel like The Conveyancer– users will be instantly familiar with its operation. A new learning tool, the DoProcess University is also available to help users quickly learn how to accomplish tasks in Unity that may differ from The Conveyancer.

Absolutely! Unity has a new area called “documents for this matter” that allows users to view all documents related to a specific matter. In this area, you can upload new documents (including scanned documents), download existing documents, or edit documents directly online without having to download them to the desktop.

Unity is securely hosted on the cloud, which means it’s entirely web-based. Unity does not require any special software to be installed on your computer other than your usual document editing software. Unity works with supported versions of popular web browsers including Internet Explorer (11+) and Chrome (63+). We recommend using the handy Minimum Requirements Checker to make sure your workstation is up to date and meets all minimum requirements for Unity.

You can continue to create documents in your favourite document creation and editing software including Microsoft Word 2010+ or Word Perfect X5+.

At this time, Unity has only been tested to work optimally with Adobe Acrobat and Adobe Reader.

Currently, Unity has not been extensively tested on Apple devices. However, providing this compatibility is a future priority for DoProcess.

The security and protection of your firm and customer information is our top priority.

Unity is built on bank-grade technology and features two-factor authentication to ensure maximum security. All data sent to and from Unity is encrypted for secure transmission. Information is hosted on dedicated, DoProcess owned servers and all Unity data resides in Canada. You can learn more about Unity’s top-tier security features here.

All data transmitted to and from Unity’s secure servers is encrypted using bank-grade 256bit SSL encryption. DoProcess complies with all applicable federal and provincial data privacy, data security, confidentiality, consumer protection, advertising, electronic mail, data destruction, and other similar laws, rules, and regulations relating to the privacy and security of personal information.

In the unlikely event of a data breach, DoProcess will work cooperatively with our clients to ensure compliance with all applicable laws.

Unity features two-step verification as an added layer of security for actions like changing your password or using a new computer. There is no rule that you have to use your own cell phone for Two-Step Verification. If you would like, you can use a colleague’s phone. If you forgot your cell phone at home or the person whose cell phone you use isn’t available, your Unity office administrator can provide you with a one-time code. You can learn more about how two-factor verification works in Unity here.

Our current policy regarding retention of new matters, data, and documents will be to keep them as long as you require – nothing will be deleted.

Yes, the existing PCLaw integration you use currently in The Conveyancer will also be part of Unity.

An Outlook integration will not be available when Unity is initially released. However, DoProcess does plan to develop this integration in the future.

We will provide a mechanism to transfer client records between existing Unity accounts. Matter records however, will only be accessible by logging into the original firm’s Unity account.

Yes, our vision is to consolidate all DoProcess applications into one modern, secure, web-based platform for customers across Canada. We currently do not have final dates for the transition of Fast Company, Estate a Base and Will Builder to Unity. Our focus is to first consolidate all conveyancing products into Unity, then move to the other applications.

Our goal with Unity is to provide a single, holistic view of your customer – this includes all matter types and statements of account. The addition of matter types is scheduled for future Unity releases.

We are exploring new ways to improve integrations with billing and accounting programs for future Unity releases.

There are no specific integrations between current Document Management systems and Unity. There is the ability to download all of the documents from a matter for loading into third party systems.

We’ll be with you every step of the way as you move from The Conveyancer to Unity. You will receive regular communications from the Unity Deployment Team about your move and the Customer Service Centre (1-866-367-7648 or inquiries@doprocess.com) is always available to lend a helping hand and answer any questions you might have.

Yes, you and your firm will be offered a number of Unity training options. Up to two weeks before your Unity transition date you will be invited to attend a live information session. Once you have moved to Unity, you will be able to register for both introductory and advanced level Unity webinars. As well, you will be provided access to the DoProcess University, which will include online, self-paced training and support materials.

You can make changes to your Administrative Contact information by contacting our Customer Service Centre at
1-866-367-7648 or inquiries@doprocess.com.