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
Training Webinar
In this live webinar we went through the integration between Unity® Practice Management and Unity® Search, and demonstrated the efficiencies and cost savings that can be applied as a result.
This webinar also shows a demonstration of our latest additions to Unity® Practice Management, Conveyancing Searches.
Watch the Recording here