This article describes Unity® Practice Management and its features and provides links to feature articles.
The Unity® Practice Management product is highly intuitive and will walk you through day to day duties seamlessly, however sometimes it can be helpful to get a few pointers. The articles below will give you some help finding your way around the Unity® Practice Management product.
Clients and Cases
A place to see all cases and filter them based on various criteria, search Wills and Deeds and archive cases
Organiser
A tool to help manage cases efficiently. It includes calendars, timelines and task boards it lets you keep an eye on the status of your cases and organise the key steps required in a clear way for you and your team to handle cases from start to finish.
Documents
A storage area for case documentation where you can upload documents, create folders, create templates and bundle documents
Time
Record Chargeable and Non-Chargeable time and send time sheets to the Ledger
Money
Tools for managing everything money related from E-Chits, Payment Requests and Breaches to Statements, Ledgers and Billing
Reports
Search and generate weekly and Monthly reports, Pinpoint usage and use AML
Conveyancing Solutions
View conveyancing searches linked to cases and order new ones