This article describes the integrations available for conveyancing within Unity® Practice Management.
Unity® Search conveyancer reports are now integrated within Unity® Practice Management
The features available are:
- Property address are displayed within the case
- New fields are available like property number, property description, property price and exchange dates.
- Add the property details when creating a new case
- Ability to check the status of an order via our practice wide overview page
- Create a Disbursement for the value of the search order
- Save the Search result PDF's to document management and record time automatically
See the video below for more detail