Unity® Accounting & eConveyance Integration

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?

 

  1. When a legal admin gets new file information, they input it into Unity Accounting to get the client/matter number.
  2. The legal admin then passes the information to a clerk who inputs the same data into eConveyance.
  3. eConveyance produces the statement of account, trust reconciliation, cheque request and prints out word documents, which are given to the accountant.
  4. 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/