Unity® Ontario Edition
If you use The Conveyancer today, we will upgrade you to Unity at no additional charge. You can learn more about what your future move to Unity will be like here.
Secure, modern, cloud-based conveyancing
Based on the The Conveyancer – Canada’s #1 practice specific solution for real estate practitioners – Unity brings comprehensive and secure conveyancing to the web. Unity combines “work-from-anywhere” convenience with a host of new timesaving features.
Unity is available in several provinces. To ensure the accuracy of the product information displayed, please ensure you select your province below:
As a fully integrated practice management platform, Unity lets you manage your practice more efficiently than ever before. Legal professionals can optimize their workflows and benefit from accessing our industry-leading partner solutions from insurers, lenders, and other industry stakeholders, directly from Unity and all within a completely secure online environment. Since it’s web-based, we take care of all version updates, security, upgrades, or virus protection for Unity. We’ll do all of that for you while you focus your valuable time on your practice.
Everything you need in one place. It’s that simple.
- FREE online training webinars
- FREE customization of master documents
- Includes upgrades and ongoing support from knowledgeable staff
- Transaction based license with client-disbursable fees
- Supplementary databases provided (including banks, insurance brokers, solicitors, among others)
Purchasing this product entitles the purchaser to a 30 day Evaluation Period beginning the date the software is installed. For the full terms and conditions, view the EULA.
Features
Timesaving Tools
Unity automates virtually all documentation required to complete purchase, sale and mortgage transactions. It’s full of timesaving features to help you speed through your day including an intuitive workflow, automatic Canada Post address look-up that accurately populates address information, and the ability to store, edit and manage your documents online so you can access them from virtually anywhere.
Top Tier Security
Unity is built on bank-grade technology and features Two-Step Verification to ensure maximum security. Hosted on dedicated, private cloud solutions, all Unity data resides in Canada.
- Two-Step Verification
- User access rights management
- Bank-grade encryption of data
- 15 minute inactivity timeout
- Securely stored in Canada
- 100% customer ownership of data
Global Databases Crowdsourced from the Legal Community
Unity harnesses the power of over 15,000 legal professionals who use DoProcess applications daily. Just like Wikipedia relies on 100,000 active contributors to add new knowledge daily, legal professionals who use Unity can access and continually update comprehensive global databases including jurisdictions, mortgagees, and brokers among others.
UnityPi is a companion app exclusively for Unity customers, available at no additional cost.
It helps you achieve work/life balance with on-the-go access to all the info you need to be productive outside the office. And because UnityPi gives you a new way to see your data, you can make informed, data-driven decisions about your business now, and into the future.
Even better, just for using UnityPi, you’ll be entered in a monthly draw for a $100 Visa gift card! Learn more
Modern Mobility
Keep your finger on the pulse of your practice from anywhere with your Apple or Android phone.
Your Schedule – On the Go
Plan your day easily with one-touch access to all your upcoming events.
Matters Overview
Keep track of matters on the go – complete with all your important client, contact, and property information.
Practice Performance
Make data-informed decisions using real-time insights into the health of your practice including how your file workload is shared across staff and upcoming closings.
Plan for the Future
See how your business is doing compared to the same time last year – forecast upcoming needs and more accurately plan for seasonal changes
Stay in Touch
All of your Unity contacts in one place, available while you’re on the go. Seamlessly email or phone any contact from right within UnityPi.
Adding UnityPi to your phone
Visit unity.doprocess.com/pi on your mobile device then add it to your home screen using the instructions below.
iPhone (iOS)
Android (Chrome)
Android (Non-Chrome)
is the secure, timesaving, use-it-from-anywhere connection between Unity law offices, clients, other legal professionals and stakeholders.
UnityC lets you serve your customers better while collaborating with other legal professionals and stakeholders securely – in the cloud.
UnityC saves everyone a lot of time.
Client Intake Portal
Simplify every step of client intake with automated communications and online document completion.
Secure Document Sharing
Share documents with your clients and seamlessly collaborate with other professionals involved in completing matters.
Realtime Status Dashboard
Capture and review important documents in realtime across all your clients in your dashboard. UnityC’s cloud-based document management system replaces email exchanges, phone calls and searching for attachments.
Referral Engine
Grow your business using UnityC’s built-in referral engine. It’s never been easier for stakeholders to refer clients to you. Complete, ready-to-action referral info shows up in your UnityC dashboard and can quickly be made into active matters.
Why use UnityC
Automates the client in-take and communication process by generating client contact emails and tracking progress to completion.
See it all in one place: The UnityC dashboard lets you see all your client communications, documents and progress on one screen.
Control the chaos: In-progress and completed documents are organized by status and are available to use right inside Unity.
Do it all online: No more phone calls and time-consuming email exchanges. Communication, collaboration and document management is done completely online.
Peace of mind: Bank-grade access protocols, proprietary high-security cloud servers and realtime scans of uploaded documents are just a few of the measures we take to you and your clients safe. Safe and secure.
Reduces data entry errors: Clients enter their own information, and your firm verifies everything is correct and adds it to a matter– all online.
Everyone is invited:
You don’t need to be part of the Unity universe to benefit from UnityC. Here are just a few examples: with a simple sign-up, clients can provide their in-take information and upload their documents. Documents can be easily sent to lawyers. Real estate agents and other stakeholders can easily submit referrals and everything stays organized for easy recall.
Partners
Stewart Assyst Real Estate powered by TELUS
Stewart Assyst Real Estate is an online mortgage processing solution that electronically links lawyers and notaries to lenders. It is a solution that simplifies the way legal forms and mortgage documents are created and managed, and it helps facilitate paperless mortgage transactions.
Stewart Assyst Real Estate has been an overwhelming success since it was first introduced by Emergis Inc. more than 9 years ago. Now a Stewart solution, Stewart Assyst Real Estate is used by more than 4,200 lawyers and notaries across Canada who have used Stewart Assyst to process over 950,000 online mortgage transactions. With Stewart Assyst Real Estate, the next generation of mortgage processing is here!
Stewart Title Guaranty Company
A leader in the Canadian title insurance industry, Stewart Title helps its customers increase efficiency and decrease costs by offering value-added title insurance products for residential and commercial properties. Stewart Title’s policies provide peace of mind to your clients by safeguarding against losses arising from various title and off-title defects.
FCT
Ordering residential title insurance from FCT is easy, quick and designed to conveniently fit into your workflow. FCT understands the important role you play in the real estate transaction. If you have questions or need help, FCT’s team will make your experience a positive one during each and every interaction. Just call 1-866-804-3122 or use “live help” to speak to a Customer Service Representative or Underwriter – available weekdays 8-8 EST.
Chicago Title Insurance Company
For over 150 years, Chicago Title Insurance Company has provided security for real estate transactions. Forty years ago we extended our services to Canada and today Chicago Title protects Canadian real estate purchasers and lenders from coast to coast. For more information on products and services, please visit Chicago Title’s website at www.ctic.ca
LLC
The mortgage application process is time consuming and labour intensive. When processing your mortgage documents you need the support and know-how that can only come from years of experience — years of experience in the real estate industry.
Lender Lawyer Connect (LLC®) was created in 2008 by the technology experts at FCT and backed by the highest level of customer service excellence. Working in close collaboration with notaries and lawyers from across the country, the system was built to address your unique mortgage-processing requirements in a single, low-cost web-based solution. Secure and simple-to-use, LLC is currently the solution of choice for over 6,300 lawyers nationwide. LLC easily integrates with the Conveyancer® and allows you to work and communicate with lenders faster and more efficiently, while meeting all applicable regulations.
Lexis Nexis®
LexisNexis® is a leading global provider of information and workflow solutions designed to serve the changing needs of professionals in legal, corporate, government and academic organizations. LexisNexis® offerings include the Quicklaw® online legal research service; Butterworths® print and e-book titles; the Lexis® and Nexis® research services for global legal, news and business information; Quicklaw® for Microsoft® Office; and leading solutions in Practice Management, Litigation Services, and Client Development.
CosmoLex
CosmoLex is a web-based legal accounting software, that provides comprehensive, current and compliant bookkeeping for the entire law office. CosmoLex is built from the ground up to handle all of the unique accounting requirements your law firm must meet to ensure 100% compliance – protecting you from errors & penalties that come from using generic accounting software.
Teranet
Founded in 1991, Teranet owns and operates Ontario’s Electronic Land Registration System, one of the world’s most advanced land registration systems, enabling users to conduct electronic registrations as well as title and writ searches relating to real property. Teranet’s comprehensive suite of related data products have fundamentally increased the real estate industry’s ability to provide efficient and secure services to the public. Teranet has built a well-established customer base and strong brand confidence, providing electronic services to a network of over 80,000 end users including lawyers, paralegals, real estate brokers and agents, search houses, title insurers, financial institutions, governments, police services, utilities, investigators and appraisers.
Pricing
License Fee:
$475
You get:
- FREE Upgrades and Ongoing Enhancements
- FREE Telephone Support
- FREE Partner Integrations
- FREE Training
Transaction Fees:
$129 per transaction
Buying Transaction Credits:
For credit card customers only
- We make it easy!
- Purchase transaction credits from within Unity
- Automate your payment method
New Features
Unity includes a host of new timesaving features and automations, in addition to the best parts of The Conveyancer, to help your run practice more efficiently than ever.
- All your favourite parts of The Conveyancer have migrated to a fast, intuitive, web-based platform
- Global databases bring together everything you need in one place
- Direct access to leading partner integrations right within Unity
- Produce multiple lender forms all at once
- Thousands of global contacts are updated regularly and can be instantly added to a matter using the new Dynamic Search function
- Real-time warnings and error messages help you identify and fix mistakes right away
- Automatic Canada Post address look-up helps you enter addresses quickly and easily
Yes, Unity has a robust security and user preference/access framework. This framework allows administrators to control what access individuals have to certain features. To ensure a seamless transition, Unity is designed to look and feel like The Conveyancer– users will be instantly familiar with its operation. A new learning tool, the DoProcess University is also available to help users quickly learn how to accomplish tasks in Unity that may differ from The Conveyancer.
Absolutely! Unity has a new area called “documents for this matter” that allows users to view all documents related to a specific matter. In this area, you can upload new documents (including scanned documents), download existing documents, or edit documents directly online without having to download them to the desktop.
System Requirements
Unity is securely hosted on the cloud, which means it’s entirely web-based. Unity does not require any special software to be installed on your computer other than your usual document editing software. Unity works with supported versions of popular web browsers including Internet Explorer (11+) and Chrome (63+). We recommend using the handy Minimum Requirements Checker to make sure your workstation is up to date and meets all minimum requirements for Unity.
You can continue to create documents in your favourite document creation and editing software including Microsoft Word 2010+
At this time, Unity has only been tested to work optimally with Adobe Acrobat and Adobe Reader.
Currently, Unity has not been extensively tested on Apple devices. However, providing this compatibility is a future priority for DoProcess.
Security, Data Protection and Data Retention
The security and protection of your firm and customer information is our top priority.
Unity is built on bank-grade technology and features two-factor authentication to ensure maximum security. All data sent to and from Unity is encrypted for secure transmission. Information is hosted on dedicated, DoProcess owned servers and all Unity data resides in Canada. You can learn more about Unity’s top-tier security features here.
All data transmitted to and from Unity’s secure servers is encrypted using bank-grade 256bit SSL encryption. DoProcess complies with all applicable federal and provincial data privacy, data security, confidentiality, consumer protection, advertising, electronic mail, data destruction, and other similar laws, rules, and regulations relating to the privacy and security of personal information.
In the unlikely event of a data breach, DoProcess will work cooperatively with our clients to ensure compliance with all applicable laws.
Unity features two-step verification as an added layer of security for actions like changing your password or using a new computer. There is no rule that you have to use your own cell phone for Two-Step Verification. If you would like, you can use a colleague’s phone. If you forgot your cell phone at home or the person whose cell phone you use isn’t available, your Unity office administrator can provide you with a one-time code. You can learn more about how two-factor verification works in Unity here.
Our current policy regarding retention of new matters, data, and documents will be to keep them as long as you require – nothing will be deleted.
Integrations and Future Features
Yes, the existing PCLaw integration you use currently in The Conveyancer will also be part of Unity.
An Outlook integration will not be available when Unity is initially released. However, DoProcess does plan to develop this integration in the future.
We will provide a mechanism to transfer client records between existing Unity accounts. Matter records however, will only be accessible by logging into the original firm’s Unity account.
Yes, our vision is to consolidate all DoProcess applications into one modern, secure, web-based platform for customers across Canada. We currently do not have final dates for the transition of Fast Company, Estate a Base and Will Builder to Unity. Our focus is to first consolidate all conveyancing products into Unity, then move to the other applications.
Our goal with Unity is to provide a single, holistic view of your customer – this includes all matter types and statements of account. The addition of matter types is scheduled for future Unity releases.
We are exploring new ways to improve integrations with billing and accounting programs for future Unity releases.
There are no specific integrations between current Document Management systems and Unity. There is the ability to download all of the documents from a matter for loading into third party systems.
Getting More Help
We’ll be with you every step of the way as you move from The Conveyancer to Unity. You will receive regular communications from the Unity Deployment Team about your move and the Customer Service Centre (1-866-367-7648 or inquiries@doprocess.com) is always available to lend a helping hand and answer any questions you might have.
Yes, you and your firm will be offered a number of Unity training options. Up to two weeks before your Unity transition date you will be invited to attend a live information session. Once you have moved to Unity, you will be able to register for both introductory and advanced level Unity webinars. As well, you will be provided access to the DoProcess University, which will include online, self-paced training and support materials.
You can make changes to your Administrative Contact information by contacting our Customer Service Centre at
1-866-367-7648 or inquiries@doprocess.com.
Getting Started (simply).
Sales & Support
| Toll Free: | 1.866.367.7648 |
| Alberta: | 403.671.8222 |
| Manitoba: | 204.583.8616 |
| Ontario: | 416.322.6111 |
| Saskatchewan: | 204.583.8616 |
| New Brunswick: | 705.690.4119 |
| Nova Scotia: | 705.690.4119 |
Looking for Support?
Testimonial
“As a law clerk with over 15 years of experience using The Conveyancer, I found moving to Unity simple. There was a small learning curve going from one application to another, but it was easily handled and DoProcess was there to help us every step of the way. Moving to a web-based application has been great. We have been able to gain new efficiencies such as quick document production, auto entered data, no lag time with links to Assyst, Teranet and Stewart Title that were not available with The Conveyancer. Overall our move to Unity has been a great thing for myself and for our firm.”
Rebecca Hundert
Law Clerk