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

Unity is built on bank-grade technology and features Two-Step Verification to ensure maximum security. Hosted on dedicated, private cloud solutions – all Unity data resides in Canada.

Unity Security Features

Two-Step Verification

Customers are required to provide their firm Account ID, unique User Id and password to access Unity. For additional security, Unity uses Two-Step Verification (also called Two-Factor Authentication or 2FA) as an extra layer of security that helps DoProcess confirm your identity. It’s easy to set up.

Data Storage and Transmission

All Data is encrypted in transit to and from your browser using 256bit SSL encryption. Data is backed up and stored in secure offsite Canadian locations.

Matter Management and Segregation

All Unity customer matter and client information are stored in a single database. Access is restricted to users authorized by the firm that owns the data.

User Access Rights Management

You choose who can view specific matters in your office. Control user access to specific areas of Unity such as billing, configuration, and matters using the Access Rights Profiles feature.

Session Management

Users can only have a single active session. Sessions will time out after approximately 30 minutes of inactivity. Users with no system activity for extended periods will have their access automatically suspended.

Customer Rights

Customers retain 100% ownership of the data they enter in Unity and you can request that a copy of any data extracted from the system or have your data completely removed from the system upon severing relationships with DoProcess.

Every aspect of Unity has been designed to ensure:


Only users you have authorized will have access to your private information.


Encryption of both documents and data ensures your information always remains confidential.

Availability & Performance

Unity has been designed to provide customers with reliable, fast performance and high availability.