Constant emails and phone calls; collecting and organizing documents; rechecking to make sure everything’s perfect; keeping everyone in the loop; worrying about everything being secure (it often isn’t).
UnityC lets you serve your customers better while collaborating with other legal professionals and stakeholders securely – in the cloud.
UnityC saves everyone a lot of time.
Client Intake Portal
Simplify every step of client intake with automated communications and online document completion.
Secure Document Sharing
Share documents with your clients and seamlessly collaborate with other professionals involved in completing matters.
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.
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
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 other lawyers. Real estate agents and other stakeholders can easily submit referrals and everything stays organized for easy recall.
Connecting, Collaborating and Community are the foundation of UnityC
UnityC automates much of the client in-take and related communication and secure document sharing process.
UnityC enables law firms, their clients and other stakeholders in the Canadian legal ecosystem to collaborate in the cloud, securely.
UnityC is for everyone. Whether you are a lawyer using Unity, a real estate agent, mortgage broker or home buyer – everyone can benefit from UnityC.
Email isn’t always secure. UnityC is.
Unity was built from the ground up with a focus on security, and UnityC inherited that thinking. Bank-grade access protocols, high-security cloud hosting infrastructure and encrypted data transmission keep everything safe and secure – at every step.