For real estate law professionals leveraging both platforms, this integration opens doors to a multitude of performance enhancing features that add value to your daily tasks.
Integrating Canada’s leading Conveyancing Platform and Practice Management & Accounting Solution comes with many perks. For real estate law professionals leveraging both platforms, this integration opens doors to a multitude of performance-enhancing features that add value to your daily tasks.
How Does This Integration Help You?
The Unity Accounting & eConveyance integration aims to reduce the number of repetitive tasks. It lets you:
- Eliminate duplicate data entry in different
- Cut overhead costs with a single
- Reduce human error by automatically pushing relevant information from one system to another.
- Review any information imported into Unity Accounting, with the option to approve or reject the data.
- Record a complete audit trail in
Does the following sound familiar?
- When a legal admin gets new file information, they input it into Unity Accounting to get the client/matter number.
- The legal admin then passes the information to a clerk who inputs the same data into eConveyance.
- eConveyance produces the statement of account, trust reconciliation, cheque request and prints out word documents, which are given to the accountant.
- The accountant then manually enters the same accounting/trust information into Unity Accounting.
The result? Multiple hand-offs, duplicated data entries, errors and wasted time!
The Unity Accounting & eConveyance integration captures all your client and matter information at a single source, introducing efficiencies and productivity along the way.
Type of information shared:
- Client/Matter Number
- Clients, Disbursements
- Fees
- Trust Reconciliation
- Cheque Requests.
Need help utilizing this integration? Reach out to support: https://dyedurham.ca/support/econveyance/