We’re pleased to announce new features and significant workflow improvements to Canada’s most complete and powerful legal practice management solution, Unity® Practice Management.
Contents:
- Instant Financial Insights
- Launch Unity® Accounting from Unity® Practice Management
- Unity® Practice Management for BC Customers:
- Unity® Lender Centre Branding
- Updates to Underlying Technologies & Other Updates
1. INSTANT FINANCIAL INSIGHTS
The most notable change is the introduction of a new feature that provides a summary of financial information on all matter types right on the Overview page. You can now access crucial financial details as soon as you open a file, enabling you to make informed and timely decisions.
The following are the types of financial insights you can expect within these matter types:
Custom Matters:
- Total Invoice(s)
- Balance Owing
- Received on Account (General)
- Fees
- Additional Charges (AB)
- Disbursements
Purchase Matter
- Closing Funds
- Mortgage Funds
- Funds from Client(s)
Sale Matter
- Closing Funds
- Paid to Discharge
- Funds to Client(s)
Mortgage Matter
- Mortgage Funds
- Paid to Discharge
- Funds to Client(s)
More information about this feature will be shared in upcoming communications. Look out for an email and in-app communication regarding Instant Financial insights.
2. LAUNCH UNITY® ACCOUNTING FROM UNITY® PRACTICE MANAGEMENT
Unity® Practice Management now provides a simple and easy method for launching Unity® Accounting directly from the web application. Click on the “Accounting” tab on the main menu, then hit “Launch Application” to open your Unity® Accounting application.
Additionally, if you do not have the Unity® Accounting installed, they can contact the Dye & Durham Sales team directly from the application to learn more.
3. UNITY® PRACTICE MANAGEMENT FOR BC CUSTOMERS:
Unity® Practice Management now offers a new (limited) account type for the Province of British Columbia market. BC Customers will be able to access features such as creating Custom Matters and Opportunities. This is a stepping stone in anticipation of handling various matter types in the future.
Notable features include:
- Opportunities
- Custom Matters
- Contact Management
- Staff Management
- Day at Glance
- General Admin
4. UNITY® LENDER CENTRE BRANDING
The "Unity® Lender Centre" rebrand is now consistent across the application. The logos, dialogue titles, messages and other references to "Assyst Real Estate" and "Assyst Payout and Discharge" for Mortgage Instructing and Payout and Discharge integrations have been updated to Unity® Lender Centre.
5. UPDATES TO UNDERLYING TECHNOLOGIES & OTHER UPDATES
We made significant upgrades to the underlying technologies for Unity® Practice Management. This includes major technology upgrades to Java and Apache Tomcat. These enhancements will support future changes, improve reliability, and increase the security of the Unity® Practice Management application.
We also addressed various bug fixes and made changes to align with previous legislative changes.
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That’s it for this release! We are continuously improving Unity® Practice Management and adding new features to ensure you have the best practice management solution available. Stay tuned for future updates.
Get even more out of Unity® Practice Management
From intake to invoice, Unity® Practice Management can help you better serve your customers. Interested in discovering how Unity® Practice Management can support even more of your business? Contact our team today.